Key details for this exam, checked against the published exam outline
Each question shows the correct answer and an explanation of why it is right
You are configuring Copilot capabilities in Dynamics 365 Sales for a company.
After enabling Copilot, sellers report that the summary insight banner on Opportunities, Leads, and Accounts is missing key business context and history.
You need to ensure that the missing information is displayed.
Which action should you perform?
The correct action is Configure table auditing. Copilot summaries and recent-change context for Opportunities, Leads, and Accounts depend on audit history. Microsoft's Dynamics 365 Sales Copilot setup guidance states that when Copilot is enabled, administrators can turn on audit history for the Lead, Opportunity, and Account tables, and Copilot needs audit history to display recent changes for those records.
This issue is not solved by predictive scoring or opportunity pipeline settings. Predictive scoring ranks leads or opportunities based on likelihood, but it does not provide historical summary context. The opportunity pipeline view controls how opportunities are displayed and managed in the pipeline, not what Copilot can summarize. AI insight cards are separate guided insight notifications and are not the underlying data-history source for the missing Copilot summary banner context. Microsoft also documents that Copilot's recent changes list is generated from audit history, and if auditing is turned off, the recent changes configuration is unavailable until auditing is enabled. Therefore, table auditing is the required configuration to make key history available for Copilot-generated summaries and recent-change insights.
References/topics: Copilot in Dynamics 365 Sales; record summaries; recent changes; Dataverse table auditing; Lead, Opportunity, and Account tables.
Sales representatives work remotely and access Dynamics 365 Sales from mobile devices. Meetings are created in Outlook for the sales team.
Users report that after installing the mobile app, they are unable to update meetings by setting the Regarding record in the mobile app.
You need to ensure users are able to track meetings to customer records without issues.
Which two actions should you perform? Each correct answer presents part of the solution. Choose two.
NOTE: Each correct selection is worth one point.
The correct actions are to enable server-side synchronization and approve the users' mailboxes. This is a very specific Dynamics 365 Sales mobile prerequisite. Microsoft's Sales mobile setup guidance states that to set a regarding record for a meeting, server-side synchronization must be enabled in the environment and the email address must be approved. The mobile meeting documentation repeats the same requirement: users can set the regarding record only when server-side synchronization is enabled and the email address is approved.
This makes options A and B the only correct pair. Server-side synchronization connects Dynamics 365 with Exchange/Outlook data for appointments, contacts, tasks, and email synchronization. Microsoft's server-side synchronization documentation describes it as the synchronization mechanism between customer engagement apps and Exchange, including support for appointments and mobile scenarios. A mobile offline profile controls offline data availability, not whether Outlook meetings can be tracked to customer records. Relevance search improves search behavior and performance, but it does not enable the Regarding field for meetings.
References/topics: Dynamics 365 Sales mobile app; meeting tracking; Regarding record; server-side synchronization; mailbox approval; Outlook appointments.
You configure Dynamics 365 Sales for a company.
Sales managers require sellers to use a structured lead qualification process before converting leads to opportunities.
You need to ensure sellers use a structured lead qualification process.
What should you configure?
The correct configuration is Business process flow. A structured lead qualification process requires sellers to move through defined stages and steps before a lead is converted into an opportunity. Microsoft describes business process flows as a way to guide users through stages of sales, marketing, or service processes toward completion. Business process flows can also include branching logic and defined steps, which makes them the correct mechanism for standardizing how sellers qualify leads before conversion.
The other options do not enforce a structured qualification path. Sales accelerator helps prioritize seller activities and guide daily work, but it is not the core process-control mechanism for lead qualification. Lead activity timeline displays activities, emails, notes, and interactions; it does not define qualification stages. Lead assignment rules route leads to sellers or teams, but they do not structure the seller's qualification steps. Predictive lead scoring helps prioritize leads by likelihood to qualify, but it does not require sellers to complete a defined qualification process. Therefore, to make sellers follow a controlled lead qualification sequence before converting leads to opportunities, configure a Business process flow.
References/topics: Business process flows; lead qualification; structured sales process; lead-to-opportunity conversion; Dynamics 365 Sales process guidance.
Your company is preparing sellers for complex enterprise opportunities.
The company wants sellers to gather relevant insights before initial account engagement.
You need to determine when using the Sales Research Agent is appropriate.
In which two scenarios are you able to use the Sales Research Agent? Each correct answer is a complete solution. Choose two.
NOTE: Each correct selection is worth one point.
The correct scenarios are B and C. Sales Research Agent is designed for research and analysis, not autonomous record updates or email engagement. Microsoft describes the agent as an AI-powered research canvas that lets users solve complex business questions through natural language, generate research blueprints, review sales-data insights, and ask follow-up questions to refine the analysis. It can use Dynamics 365 Sales data, uploaded offline files such as CSV, Excel, or PDF, and connected data sources to support pipeline exploration and sales operations analysis.
Option B is correct because Microsoft states that Sales Research Agent may use Bing Search only when the Bing search consent setting is enabled. When Bing search is disabled, the agent operates only on internal data sources that the user already has permission to access. Option C is also correct because the agent generates a research blueprint with visualizations and a text overview, and users can continue iterating by asking follow-up questions or changing visualizations on the canvas. Option A is wrong because Sales Research Agent is analytical; it does not update opportunities with risk or importance values. Option D is wrong because automatic email engagement is the domain of sales/qualification engagement agents, not Sales Research Agent.
References/topics: Sales Research Agent; research canvas; AI-generated blueprints; Bing search consent; internal sales data analysis; intelligent opportunity research.
A company is using AI agents in Dynamics 365 Sales.
The company requires that the agent must do the following:
* Research incoming leads and generate initial outreach email.
. Autonomously contact leads, follow up, and evaluate qualification during the process.
You need to identify which AI agent in Sales supports these requirements.
Which agent type should you use?
The correct agent type is Sales Qualification Agent: Research and engage. The requirement is specifically about inbound lead processing: researching incoming leads, generating outreach, autonomously contacting leads, following up, and evaluating qualification during the engagement process. Microsoft defines Sales Qualification Agent as the AI agent used to automate lead qualification in Dynamics 365 Sales, especially for high-volume inbound leads from sources such as websites, events, and webinars. In Research and engage mode, the agent researches the lead, evaluates fit using target customer profile and BANT criteria, sends personalized outreach emails, engages based on responses, sends follow-up emails, detects positive intent, and then hands promising leads to sellers.
Research-only mode is not enough because it generates a draft outreach email for seller review but does not send outreach emails or detect positive intent from responses. Microsoft's mode comparison explicitly shows that BANT checking, sending outreach, detecting positive intent, and follow-up emails are available in Research and engage mode, not Research-only mode. Sales Close Agent options are wrong because they apply to opportunity/deal execution, not initial lead qualification.
References/topics: Sales Qualification Agent; Research and engage mode; lead research; outreach automation; BANT qualification; AI-driven lead prioritization.
A sales team uses Dynamics 365 Sales to manage leads and opportunities.
Sales managers must be able to ensure that every qualified lead results in a follow-up task for the opportunity owner.
You need to create an automated solution by using Power Automate.
Which type of trigger should you use to start the flow?
The correct trigger type is Automated. The requirement is event-driven: when a lead is qualified and an opportunity is created or updated, the system must automatically create a follow-up task for the opportunity owner. In Power Automate, this is implemented as an automated cloud flow that starts when a Dataverse event occurs, such as when a row is added, modified, or deleted. Microsoft's Dataverse trigger documentation states that the When a row is added, modified or deleted trigger runs a flow whenever a selected Dataverse table row is created or changed.
A scheduled trigger is wrong because the requirement is not time-based. Running the process hourly or daily would delay task creation and could miss the intended immediate follow-up behavior. An instant trigger is also wrong because it requires a user to manually start the flow. Microsoft describes instant cloud flows as manually triggered flows, while automated flows run after an event triggers them. For this case, the flow should listen for the qualifying lead or opportunity event in Dataverse, then create the follow-up task and assign it to the opportunity owner.
References/topics: Power Automate automated cloud flows; Dataverse row triggers; lead qualification; opportunity follow-up task automation; Dynamics 365 Sales extensibility.
Exam domains verified against: Official Microsoft AB-210 exam guide, last checked October 2026.
Set up core sales functionality including mailboxes, business process flows, timelines, and data import and export. Configure the sales security model and Microsoft 365 integration. Create and manage the product catalog with products, families, price lists and currencies. These are the building blocks that make AI features possible.
Design sales strategies that put AI first. Configure the Sales accelerator, work assignment, conversational intelligence, predictive scoring, relationship intelligence, Copilot features, forecasts, goals and metrics. Deploy agents and manage their capacity, billing and credits. Align data models in Dataverse with your seller workflows.
Configure lead and opportunity management with fine-tuned predictive scoring. Deploy the Sales Qualification Agent in Research-only mode or Research and engage mode depending on your business need. Monitor and interpret its actions as it researches prospects and hands them off automatically to your team.
Sample question from this domain above: Q2
Use the Sales Opportunity Agent and Sales Close Agent to guide sellers through deal progression. Configure opportunity products and pricing. Set up the research canvas to analyze deals using the Sales Research Agent. Collaborate with agents to close more deals faster while maintaining visibility into the entire pipeline.
Deploy the Sales mobile app and configure Teams calling and SMS channels so sellers can work from anywhere. Build Power Automate flows to automate repetitive tasks. Embed Power Apps components and Power BI reports into your sales solution to extend capability and surface insights where sellers work.
Common questions about the exam itself
