A Dynamics 365 Sales administrator is configuring the timeline for the Account form. The sales team wants to see emails, appointments, and phone calls. They do not want to see notes or system posts. However, the sales manager wants to see all activity types including notes and system posts. The administrator needs to configure the timeline so that both teams have the appropriate view. What should the administrator do?

Use a business process flow to control which activity types appear in the timeline.

Create two forms for the Account entity: one for sales reps with the timeline filtered to emails, appointments, and phone calls, and one for sales managers with the timeline showing all activity types.

Configure the timeline to show all activity types and rely on users to filter the timeline manually.

Disable notes and system posts globally in the system settings.

A Dynamics 365 Sales admin needs to migrate 50,000 account records from a legacy CRM to a new environment. The data includes lookups to existing contacts and must be imported with minimal downtime. The admin has a CSV file with the data. What should the admin use?

Use the Legacy Web Client to import the CSV file, because it supports larger files.

Use the Data Export service to import the CSV file.

Use the Import Data wizard with the CSV file and map the lookup fields to the existing contacts.

Use the Data Management settings to import the CSV file, but only if the file is in Excel format.

A sales organization is implementing Dynamics 365 Sales. They have a complex sales process that varies by product line. They need a business process flow that changes based on the product line selected on the opportunity. The admin has created two BPFs, one for each product line. What should the admin do to ensure the correct BPF is applied?

Use a single BPF with conditional branches using the 'Condition' step.

Create a workflow that activates the appropriate BPF based on the product line field.

Use a security role to control which BPF is visible to the user.

Create two BPFs and set the scope to different business units, then assign users to the appropriate business unit.

In the Dynamics 365 Sales security model, what is the primary purpose of a security role?

To store user passwords and authentication credentials

To define the layout of forms and views

To group users for email distribution lists

To define a set of privileges that determine a user's access to data and functionality

Microsoft Certified:Dynamics 365 Sales AI Consultant Associate

Domain 1Objective 1

Configure Sales AB-210 Practice Questions (Page 4)

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 16–20

16expert · hard
A Dynamics 365 Sales administrator is configuring the timeline for the Account form. The sales team wants to see emails, appointments, and phone calls. They do not want to see notes or system posts. However, the sales manager wants to see all activity types including notes and system posts. The administrator needs to configure the timeline so that both teams have the appropriate view. What should the administrator do?
Select an answer first
17application · medium
A Dynamics 365 Sales admin needs to migrate 50,000 account records from a legacy CRM to a new environment. The data includes lookups to existing contacts and must be imported with minimal downtime. The admin has a CSV file with the data. What should the admin use?
Select an answer first
18expert · medium
A sales organization is implementing Dynamics 365 Sales. They have a complex sales process that varies by product line. They need a business process flow that changes based on the product line selected on the opportunity. The admin has created two BPFs, one for each product line. What should the admin do to ensure the correct BPF is applied?
Select an answer first
19foundation · easy
Which of the following is a component of the Dynamics 365 Sales security model?
Select an answer first
20foundation · easy
In the Dynamics 365 Sales security model, what is the primary purpose of a security role?
Select an answer first

Finished these 5 questions?

Review the revealed explanations, or continue through the curriculum.

Next 5 questions →Back to AB-210

Free Basic Practice is a study aid with revealable answers — not a scored exam. Examers.io is independent and not affiliated with or endorsed by Microsoft. “AB-210” is a trademark of its owner, used for identification only.

Configure Sales AB-210 Practice Questions (Page 4)

Questions 16–20

A Dynamics 365 Sales admin needs to migrate 50,000 account records from a legacy CRM to a new environment. The data includes lookups to existing contacts and must be imported with minimal downtime. The admin has a CSV file with the data. What should the admin use?

Which of the following is a component of the Dynamics 365 Sales security model?

In the Dynamics 365 Sales security model, what is the primary purpose of a security role?

Keep studying — Configure Dynamics 365 Sales core features for AI