An administrator is configuring the Sales Research Agent for the first time. Which setting must be enabled to allow the agent to access external data sources?

Assign the 'Sales Research Agent' security role to all users

Set the 'Data sharing' option to 'Allow all' in the Dynamics 365 admin center

Enable the 'Research agent' toggle in the Copilot for Sales settings

Configure a data loss prevention policy to allow external connections

A salesperson is preparing for a renewal conversation with an existing customer. The salesperson wants to use the Sales Research Agent to gather recent news about the customer's industry and any potential expansion opportunities. What should the salesperson do?

Use the customer's account record to view recent activities.

Ask a colleague to search the web for industry news.

Open the existing opportunity for the renewal and run the Sales Research Agent.

Create a new lead record for the customer and run the agent.

A sales team wants to use the Sales Research Agent to prepare for an upcoming negotiation with a large enterprise prospect. The team needs a summary of the prospect's recent news, leadership changes, and technology investments. The admin has already enabled the Sales Research Agent and granted the necessary licenses. What should the sales team do to generate this intelligence?

Use the Sales Insights add-in to manually paste news articles into the opportunity.

Ask the admin to configure a workflow to email research reports daily.

Open the opportunity record and select the Research tab to run the agent.

Create a custom dashboard with a Power BI report of news feeds.

A salesperson is working on a high-value opportunity and needs to quickly understand the prospect's recent acquisitions and financial health. The salesperson wants to generate a research report without leaving the opportunity record. What should the salesperson do?

Open a new browser tab and search the prospect's website manually.

Ask a colleague to run a report from the Sales Insights dashboard.

Use the Copilot for Sales pane to ask for a summary.

Click the Research tab on the opportunity and select 'Generate research'.

An organization wants to ensure that the Sales Research Agent is only available to the enterprise sales team, not to other sales teams. The admin needs to configure access. What should the admin do?

Use a Power Automate flow to conditionally show the agent.

Create a separate environment for the enterprise sales team.

Disable the agent for all users and enable it on demand.

Assign the Sales Research Agent security role to the enterprise sales team.

Microsoft Certified:Dynamics 365 Sales AI Consultant Associate

Domain 4Objective 3

Gather Intelligence on Sales Deals by Using the Sales Research Agent AB-210 Practice Questions (Page 6)

Part of the Develop deals by using intelligent opportunity research domain, which accounts for 25–30% of the AB-210 exam. Microsoft does not publish an official question count, but from its 120-minute exam (~50–80 total, ~13–24 in this domain), expect 4–8 from this objective — we provide 30 practice questions to prepare you well beyond it. (estimate)

30questions here

6free pages

3concepts

25–30%of the exam

Questions 26–30

26foundation · easy
An administrator is configuring the Sales Research Agent for the first time. Which setting must be enabled to allow the agent to access external data sources?
Select an answer first
27application · medium
A salesperson is preparing for a renewal conversation with an existing customer. The salesperson wants to use the Sales Research Agent to gather recent news about the customer's industry and any potential expansion opportunities. What should the salesperson do?
Select an answer first
28application · medium
A sales team wants to use the Sales Research Agent to prepare for an upcoming negotiation with a large enterprise prospect. The team needs a summary of the prospect's recent news, leadership changes, and technology investments. The admin has already enabled the Sales Research Agent and granted the necessary licenses. What should the sales team do to generate this intelligence?
Select an answer first
29application · medium
A salesperson is working on a high-value opportunity and needs to quickly understand the prospect's recent acquisitions and financial health. The salesperson wants to generate a research report without leaving the opportunity record. What should the salesperson do?
Select an answer first
30application · medium
An organization wants to ensure that the Sales Research Agent is only available to the enterprise sales team, not to other sales teams. The admin needs to configure access. What should the admin do?
Select an answer first

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