A company is implementing an AI agent to handle initial customer inquiries and route qualified leads to sales reps. The agent needs to access customer information, order history, and product catalog. All data is currently in Dataverse. What should the consultant do to ensure the agent can access the necessary data?

Use the Dataverse connector in Copilot Studio and grant the agent appropriate security roles.

Create a custom API to expose Dataverse data to the agent.

Enable the agent to use the Dynamics 365 Customer Service workspace.

Export the data to a SharePoint list and connect the agent to SharePoint.

A sales manager wants to visualize the sales funnel to identify where deals are getting stuck. The data includes opportunity stages and amounts. The manager also wants to compare the funnel across different product lines. What visualization approach should the consultant recommend?

Create a funnel chart in Power BI with a slicer for product line.

Create a line chart of opportunity amounts by stage.

Create a bar chart of total opportunity amount per stage.

Create a pie chart for each stage and place them side by side.

A company wants to deploy an AI agent that can handle customer inquiries about order status and also upsell related products. They have Dynamics 365 Sales and Customer Service. The agent must be able to access order data and suggest products based on the customer's purchase history. What should the AI consultant recommend?

Create a Power Automate flow that responds to inquiries with a static product list.

Use the out-of-the-box customer service agent and enable Copilot for sales.

Use a Power BI dashboard to show order status and product recommendations to agents.

Build a custom agent in Copilot Studio that connects to Dataverse tables for orders and products, uses a prompt to generate upsell suggestions, and integrates with Dynamics 365 Sales.

A sales manager needs a quick, simple way to view pipeline data directly within Dynamics 365 without leaving the application. Which reporting option is most appropriate?

SQL Server Reporting Services (SSRS)

A company wants to use AI agents to qualify inbound leads automatically. The agents need to capture lead details, check if the lead matches the ideal customer profile, and route qualified leads to the appropriate sales team. What should the AI consultant configure?

Set up a Power BI dashboard to manually review leads and assign them to teams.

Create a custom agent in Copilot Studio that uses Dataverse tables for lead data and a Power Automate flow to route leads based on profile attributes.

Enable Copilot to draft emails to leads and then have sellers manually qualify them.

Use the out-of-the-box lead qualification process in Dynamics 365 Sales without any customization.

Microsoft Certified:Dynamics 365 Sales AI Consultant Associate

Domain 2Objective 1

Design an AI-first Sales Strategy AB-210 Practice Questions (Page 7)

Part of the Optimize AI-driven sales domain, which accounts for 20–25% of the AB-210 exam. Microsoft does not publish an official question count, but from its 120-minute exam (~50–80 total, ~10–20 in this domain), expect 3–7 from this objective — we provide 37 practice questions to prepare you well beyond it. (estimate)

37questions here

8free pages

6concepts

20–25%of the exam

Questions 31–35

31application · medium
A company is implementing an AI agent to handle initial customer inquiries and route qualified leads to sales reps. The agent needs to access customer information, order history, and product catalog. All data is currently in Dataverse. What should the consultant do to ensure the agent can access the necessary data?
Select an answer first
32expert · hard
A sales manager wants to visualize the sales funnel to identify where deals are getting stuck. The data includes opportunity stages and amounts. The manager also wants to compare the funnel across different product lines. What visualization approach should the consultant recommend?
Select an answer first
33expert · hard
A company wants to deploy an AI agent that can handle customer inquiries about order status and also upsell related products. They have Dynamics 365 Sales and Customer Service. The agent must be able to access order data and suggest products based on the customer's purchase history. What should the AI consultant recommend?
Select an answer first
34foundation · easy
A sales manager needs a quick, simple way to view pipeline data directly within Dynamics 365 without leaving the application. Which reporting option is most appropriate?
Select an answer first
35application · medium
A company wants to use AI agents to qualify inbound leads automatically. The agents need to capture lead details, check if the lead matches the ideal customer profile, and route qualified leads to the appropriate sales team. What should the AI consultant configure?
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.

Design an AI-first Sales Strategy AB-210 Practice Questions (Page 7)

Questions 31–35

A sales manager wants to visualize the sales funnel to identify where deals are getting stuck. The data includes opportunity stages and amounts. The manager also wants to compare the funnel across different product lines. What visualization approach should the consultant recommend?

A sales manager needs a quick, simple way to view pipeline data directly within Dynamics 365 without leaving the application. Which reporting option is most appropriate?

A company wants to use AI agents to qualify inbound leads automatically. The agents need to capture lead details, check if the lead matches the ideal customer profile, and route qualified leads to the appropriate sales team. What should the AI consultant configure?

Keep studying — Optimize AI-driven sales