A Dynamics 365 Sales environment has a team of inside sales reps and a team of field sales reps. Inside sales reps should only see opportunities they own. Field sales reps should see all opportunities in their region. The administrator needs to configure security so that both teams have the appropriate access. What should the administrator do?

Use field-level security to restrict opportunity records based on the region field.

Assign the inside sales team a security role with User-level read access to Opportunity and the field sales team a role with Business Unit-level read access.

Create a custom security role for each team and set the Opportunity read privilege to Organization for both.

Assign both teams the same security role with Parent: Child Business Units read access.

A sales organization uses Dynamics 365 Sales and SharePoint Online. They want to store opportunity-related documents in SharePoint and have them accessible from the opportunity form. What should the administrator configure?

Enable OneDrive for Business and configure it as the default document storage for Dynamics 365.

Enable SharePoint document management for the Opportunity entity and set up the SharePoint site.

Use the timeline to attach documents to opportunity records.

Create a Teams channel for each opportunity and store documents there.

A sales organization uses Dynamics 365 Sales and Microsoft Teams. Sales reps want to collaborate on opportunities without leaving the Sales Hub app. They want to see a Teams chat embedded on the opportunity form. What should the administrator configure?

Create a SharePoint document library and link it to the Opportunity entity.

Configure server-side synchronization to sync Teams messages to the timeline.

Enable the Teams chat control on the Opportunity form and ensure the users have the required Teams license.

Add a custom HTML web resource that opens Teams in an iframe.

A company needs to export all opportunity records from Dynamics 365 Sales to an Excel file for a quarterly business review. The export should include only the fields that are in the default Opportunity view. What should the administrator do?

Use the legacy import/export wizard to export the data to a CSV file.

Use Power Automate to export the data to an Excel file stored in SharePoint.

Use the 'Export to Excel' option from the Opportunity view and select 'Dynamic worksheet'.

Use the Data Export Service to export the Opportunity entity to an Azure SQL database.

In Dynamics 365 Sales, what is the primary purpose of configuring a mailbox for a user?

To enable email tracking and synchronization between Dynamics 365 and the user's email system

To store email attachments in the Dataverse

To provide a separate email address for each sales record

To create a shared calendar for the sales team

Microsoft Certified:Dynamics 365 Sales AI Consultant Associate

Domain 1Objective 1

Configure Sales AB-210 Practice Questions (Page 2)

Part of the Configure Dynamics 365 Sales core features for AI domain, which accounts for 15–20% of the AB-210 exam. Microsoft does not publish an official question count, but from its 120-minute exam (~50–80 total, ~8–16 in this domain), expect 4–8 from this objective — we provide 34 practice questions to prepare you well beyond it. (estimate)

34questions here

7free pages

7concepts

15–20%of the exam

Questions 6–10

6application · medium
A Dynamics 365 Sales environment has a team of inside sales reps and a team of field sales reps. Inside sales reps should only see opportunities they own. Field sales reps should see all opportunities in their region. The administrator needs to configure security so that both teams have the appropriate access. What should the administrator do?
Select an answer first
7application · medium
A sales organization uses Dynamics 365 Sales and SharePoint Online. They want to store opportunity-related documents in SharePoint and have them accessible from the opportunity form. What should the administrator configure?
Select an answer first
8application · medium
A sales organization uses Dynamics 365 Sales and Microsoft Teams. Sales reps want to collaborate on opportunities without leaving the Sales Hub app. They want to see a Teams chat embedded on the opportunity form. What should the administrator configure?
Select an answer first
9application · medium
A company needs to export all opportunity records from Dynamics 365 Sales to an Excel file for a quarterly business review. The export should include only the fields that are in the default Opportunity view. What should the administrator do?
Select an answer first
10foundation · easy
In Dynamics 365 Sales, what is the primary purpose of configuring a mailbox for a user?
Select an answer first

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