Exam AB-210: Dynamics 365 Sales AI Consultant Associate

The Microsoft Certified: Dynamics 365 Sales AI Consultant Associate certification validates the skills required to design, configure, and implement AI-driven sales solutions using Dynamics 365 Sales. Professionals earning this certification demonstrate their ability to enhance seller productivity through intelligent automation, AI-powered insights, and modern sales workflows.

Exam AB-210: Accelerating Sales Pipelines with AI in Dynamics 365 measures your ability to implement and optimize AI-enhanced sales capabilities that help organizations improve efficiency across the entire lead-to-cash process. Candidates are expected to transform business requirements into practical solutions that leverage Dynamics 365 Sales, Copilot, and AI agents to support sales teams.

Role of a Dynamics 365 Sales AI Consultant

As a Dynamics 365 Sales AI Consultant, you collaborate with sales leaders, business stakeholders, operations teams, and IT professionals to deliver intelligent sales solutions that align with organizational objectives. Your focus is on improving seller effectiveness through automation, predictive intelligence, and streamlined business processes.

The role combines technical implementation skills with a strong understanding of sales operations and customer engagement strategies.

Core Responsibilities

• Configure Dynamics 365 Sales Features
  • Implement and customize essential Dynamics 365 Sales capabilities to support lead management, opportunity tracking, customer engagement, forecasting, and sales process management.
• Deploy and Manage AI Agents
  • Configure, monitor, and maintain AI-powered agents that assist sales teams by automating routine activities, providing recommendations, and supporting decision-making processes.
• Enable Collaboration Across Teams
  • Implement collaboration features that help sales representatives, managers, and other departments work together more effectively throughout the sales cycle.
• Tailor AI-Powered Sales Intelligence
  • Customize intelligent features that provide actionable insights and improve seller productivity, including:
    • Conversational intelligence
    • Predictive lead and opportunity scoring
    • Relationship insights
    • Forecasting capabilities
    • Automated recommendations
    • AI-assisted seller workflows

Recommended Preparation

Microsoft recommends completing intermediate-level Microsoft Power Platform configuration training before attempting the certification exam. Familiarity with Power Platform technologies can help candidates better understand the broader ecosystem supporting Dynamics 365 solutions.

Prerequisite Knowledge

Candidates should possess practical knowledge in the following areas:

• Sales Process Analysis
  • Ability to understand and evaluate an organization’s sales methodology, pipeline stages, customer engagement practices, and seller workflows.
• Model-Driven Application Development
  • Experience creating, customizing, and extending model-driven applications within the Microsoft Power Platform environment.
• Power Automate Cloud Flows
  • Knowledge of designing and implementing cloud flows to automate business processes, notifications, approvals, and sales-related activities.

Who Should Earn This Certification?

This certification is well suited for:

• Dynamics 365 Functional Consultants
• Business Applications Consultants
• CRM Specialists
• Sales Solution Architects
• Power Platform Professionals
• Business Technology Consultants
• Customer Engagement Consultants

Exam Details

• The Microsoft Certified: Dynamics 365 Sales AI Consultant Associate certification is designed for professionals who implement AI-driven sales solutions using Dynamics 365 Sales.
• To earn this credential, candidates must pass Exam AB-210: Accelerating Sales Pipelines with AI in Dynamics 365, which validates the ability to enhance sales processes through intelligent automation, AI-powered insights, and modern seller experiences.
• This is an intermediate-level certification intended for professionals working in roles such as Business Analyst and Functional Consultant. The exam assesses the knowledge and skills required to configure and optimize Dynamics 365 Sales capabilities that support efficient lead management, opportunity tracking, collaboration, and AI-assisted selling.
• Candidates are provided 120 minutes to complete the assessment. The exam is delivered in a proctored environment and may include interactive tasks or scenario-based activities that evaluate practical implementation skills in addition to traditional exam questions.
• Currently, the exam is available in English.
• To achieve a passing result, candidates must earn a minimum score of 700.
• Microsoft also offers exam accommodations for individuals who use assistive technologies, require additional testing time, or need modifications to the standard exam experience. Eligible candidates can submit an accommodation request before scheduling their exam.

Course Outline

The Microsoft AB-210: Accelerating Sales Pipelines with AI in Dynamics 365 exam covers the following topics:

1. Configuring Dynamics 365 Sales core features for AI (15–20%)

Configuring Sales

• Evaluating prerequisites for deploying Sales (Microsoft Documentation: Prerequisites applicable to all Sales agents)
• Configuring mailboxes
• Setting up and configuring business process flows (Microsoft Documentation: Create or customize a business process flow, Create or edit a business process flow)
• Configuring the timeline
• Evaluating options for importing and exporting data (Microsoft Documentation: Importing and exporting data from Dataverse)
• Examining the Sales security model (Microsoft Documentation: Security model concepts)
• Configuring Microsoft 365 functionality, including Microsoft Teams, SharePoint, Outlook, and OneDrive (Microsoft Documentation: Collaborating with Teams, SharePoint, and OneDrive, Introduction to SharePoint and OneDrive)

Creating and managing the product catalog

• Configuring products and product families (Microsoft Documentation: Set up product families, Create and manage product families, products, bundles, and product properties)
• Creating and managing price lists, including currencies (Microsoft Documentation: Use price lists, Define product pricing with price lists and price list items, Manage project price lists on project contracts)

2. Optimizing AI-driven sales (20–25%)

Designing an AI-first sales strategy

• Augmenting seller workflows by using Copilot and agents (Microsoft Documentation: Copilot and AI agents)
• Designing the sales data model in Dataverse (Microsoft Documentation: Developer Guide for Dynamics 365 Sales)
• Evaluating options for reporting and visualization (Microsoft Documentation: Visualizations overview in Power BI)
• Differentiating features in Sales plans (Microsoft Documentation: Enable and configure Sales Insights features)

Preparing to deploy agents

• Configuring prerequisites for deploying agents (Microsoft Documentation: Prerequisites to deploy the Employee Self-Service agent, Prerequisites for managing agents in Microsoft 365)
• Configuring capacity, billing, and credits (Microsoft Documentation: Manage consumption-based billing and capacity, Manage Copilot Studio credits and capacity)

Configuring AI-powered intelligence and insights features

• Configuring the Sales accelerator (Microsoft Documentation: Configure the sales accelerator)
• Configuring work assignment and distribution (Microsoft Documentation: Configure work assignment)
• Setting up conversational intelligence (Microsoft Documentation: Set up the conversation intelligence app)
• Configuring predictive scoring (Microsoft Documentation: Configure predictive lead scoring, Configure predictive opportunity scoring)
• Setting up relationship intelligence (Microsoft Documentation: Enable relationship intelligence, Relationship intelligence overview)
• Configuring Copilot features, including record summarization (Microsoft Documentation: Summarize records with Copilot)
• Configuring and using forecasts to help improve sales performance (Microsoft Documentation: Configure forecasts in your organization, Configure forecasts in Dynamics 365 Sales)
• Setting up goals and goal metrics (Microsoft Documentation: Define a goal metric, Create goal hierarchy, goals, and targets)

3. Qualifying and prioritizing leads by using AI (15–20%)

Generating and nurturing leads

• Configuring the lead and opportunity experience (Microsoft Documentation: Qualify and convert a lead to opportunity, Customize the lead qualification experience)
• Fine-tuning the predictive scoring model (Microsoft Documentation: Configure predictive lead scoring)

Automating lead qualification by using the Sales Qualification Agent

• Evaluating use cases for Research-only mode configuration versus Research and engage mode configuration (Microsoft Documentation: Work on leads handed over by the Sales Qualification Agent)
• Configuring the Sales Qualification Agent (Microsoft Documentation: Set up and configure the Sales Qualification Agent, Configure general settings for the Sales Qualification Agent)
• Interpreting the actions of the Sales Qualification Agent (Microsoft Documentation: Sales Qualification Agent overview, Understand the Sales Qualification Agent concepts, Set up and configure the Sales Qualification Agent)
• Monitoring the Sales Qualification Agent (Microsoft Documentation: Monitor leads handled by the Sales Qualification Agent)

4. Developing deals by using intelligent opportunity research (25–30%)

Optimizing opportunity management

• Coordinating opportunity management with the Sales Close Agent (Microsoft Documentation: Sales Close Agent overview, Configure opportunity assessment for Sales Opportunity Agent)
• Adding Opportunity Products, and configure pricing (Microsoft Documentation: Add products to an opportunity, Find and add multiple products to an opportunity)
• Configuring the opportunity pipeline view (Microsoft Documentation: Configure the opportunity pipeline view)

Automating deal closing by using the Sales Close Agent

• Evaluating use cases for Research and Engage types
• Setting up and configuring the Sales Close Agent – Research (Microsoft Documentation: Set up and configure the Sales Close Agent)
• Setting up and configuring the Sales Close Agent – Engage (Microsoft Documentation: Set up Sales Close Agent through the setup assistant)
• Interpreting the actions of the Sales Close Agent
• Monitoring the Sales Close Agent (Microsoft Documentation: View Sales Close Agent insights and metrics, Manage the Sales Close Agent)
• Collaborating with the Sales Close Agent – Research

Gathering intelligence on sales deals by using the Sales Research Agent

• Evaluating use cases for the Sales Research Agent (Microsoft Documentation: Sales Research Agent overview)
• Configuring the Sales Research Agent (Microsoft Documentation: Set up and configure Sales Research Agent)
• Analyzing sales performance by using research canvas (Microsoft Documentation: Analyze your sales performance using the Sales Research Agent)

5. Extending and enhancing Sales (10–15%)

Configuring supporting apps and services

• Deploying and configuring the Sales mobile app (Microsoft Documentation: Set up the mobile experience for Dynamics 365 Sales)
• Setting up Teams calling (Microsoft Documentation: Set up Teams Phone in your organization)
• Configuring an SMS channel (Microsoft Documentation: Overview of SMS channels)

Expanding the sales footprint by using Microsoft Power Platform

• Creating Power Automate flows (Microsoft Documentation: Create a cloud flow in Power Automate)
• Embedding Power Apps components and controls (Microsoft Documentation: Canvas component overview, Power Apps component framework overview)
• Embedding Power BI reports (Microsoft Documentation: Embed a report in a secure portal or website)

Exam AB-210: Dynamics 365 Sales AI Consultant Associate FAQs

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Certification Exam Policies

Microsoft certification exams are governed by a comprehensive set of policies designed to maintain exam integrity, protect certification value, and provide a standardized testing experience for all candidates. Before scheduling an exam, candidates should review the applicable requirements related to registration, identity verification, testing procedures, exam security, and candidate conduct. Understanding these policies in advance can help prevent complications before, during, or after the exam appointment.

– Exam Retake Policy

Candidates who do not pass an exam on their first attempt are permitted to retake it under Microsoft’s retake guidelines. Generally, a minimum waiting period of 24 hours is required before a second attempt can be scheduled. If a candidate is unsuccessful on the second attempt, a 14-day waiting period is typically enforced before each subsequent retake.

Microsoft also restricts candidates to a maximum of five attempts for the same certification exam within a rolling 12-month period. After successfully passing an exam, additional attempts are normally prohibited unless Microsoft specifically authorizes retesting through a certification update, renewal program, or other designated recertification process.

It is important to note that each exam attempt requires a separate registration and payment unless the candidate is eligible to use a valid exam voucher, promotional offer, or other approved discount benefit.

Microsoft AB-210: Dynamics 365 Sales AI Consultant Associate Exam Study Guide

Step 1: Carefully Review the Exam Skills Outline

The first step in preparing for Exam AB-210: Dynamics 365 Sales AI Consultant Associate is to thoroughly analyze the official exam skills outline. This document serves as the blueprint for the certification exam and identifies the specific knowledge areas and competencies that will be evaluated. Candidates should pay close attention to each measured objective, including Dynamics 365 Sales configuration, AI-powered sales capabilities, agent management, collaboration features, and sales intelligence functionality. Creating a study plan aligned with the exam domains helps ensure that preparation efforts remain focused on the topics most likely to appear on the exam.

Step 2: Build a Strong Foundation with Microsoft Learn

Microsoft Learn provides official training content specifically designed to support AB-210 exam preparation. These learning paths and modules cover both conceptual knowledge and practical implementation skills related to Dynamics 365 Sales and AI-enhanced selling experiences. Working through the recommended training materials helps candidates understand not only how individual features work but also how they can be applied to real-world sales scenarios. Completing the official learning content also helps identify areas where additional study or hands-on practice may be required. However, the related training course includes:

– AB-210T00-A: Accelerate Sales Pipelines with AI in Dynamics 365

AB-210T00-A: Accelerate Sales Pipelines with AI in Dynamics 365 is the official Microsoft training course designed to help candidates develop the skills required to implement AI-powered sales solutions using Dynamics 365 Sales, Microsoft Copilot, and AI agent capabilities. The course focuses on designing, configuring, and governing intelligent sales experiences that support sellers throughout the lead-to-cash process.

Participants learn how to transform business requirements into practical AI-driven workflows that enhance seller productivity, improve forecasting accuracy, streamline decision-making, and support organizational revenue objectives. The training also emphasizes governance, security, and responsible AI practices to ensure solutions are deployed effectively and in compliance with business standards.

This course is particularly valuable for Business Analysts, Functional Consultants, and Dynamics 365 professionals preparing for Exam AB-210: Accelerating Sales Pipelines with AI in Dynamics 365. It is also suitable for individuals who have a foundational understanding of sales processes or Dynamics 365 and want to build expertise in implementing modern, AI-enhanced sales solutions within enterprise environments.

Step 3: Gain Hands-On Experience with Dynamics 365 Sales

Reading documentation alone is rarely sufficient for a role-based certification exam. Candidates should spend time working directly with Dynamics 365 Sales environments to reinforce theoretical knowledge through practical application. Hands-on experience configuring sales processes, implementing AI-driven features, managing seller workflows, and exploring Copilot capabilities can significantly improve both understanding and retention. Practical exposure also helps candidates become more comfortable with configuration options, administrative settings, and common business scenarios that may be referenced during the exam.

Step 4: Explore the Exam Sandbox Environment

Before exam day, it is highly recommended to use Microsoft’s Exam Sandbox. This interactive environment allows candidates to familiarize themselves with the testing interface and experience the various question formats used in Microsoft certification exams. By exploring the sandbox, candidates can learn how to navigate case studies, drag-and-drop activities, multiple-choice questions, and other interactive components. Understanding the exam interface beforehand reduces uncertainty and allows candidates to focus their attention on answering questions rather than learning the testing platform during the actual exam.

Step 5: Participate in Study Groups and Professional Communities

Joining certification study groups and Dynamics 365 communities can greatly enhance the learning process. Engaging with other candidates, consultants, and Microsoft professionals provides opportunities to discuss challenging topics, share preparation strategies, and gain insights from individuals who have already taken the exam. Community discussions often expose candidates to practical implementation scenarios and best practices that may not be covered extensively in official training materials. Active participation in professional forums can also help clarify complex concepts and strengthen overall exam readiness.

Step 6: Validate Your Knowledge with Practice Tests

Practice exams are one of the most effective tools for assessing preparation progress. High-quality practice tests help candidates evaluate their understanding of exam objectives, identify knowledge gaps, and become accustomed to answering questions under timed conditions. Rather than focusing solely on scores, candidates should carefully review explanations for both correct and incorrect answers to strengthen their understanding of the underlying concepts. Repeated practice can improve confidence, reinforce key topics, and help develop effective time-management strategies for the actual exam.

Step 7: Perform a Final Review and Focus on Weak Areas

As the exam date approaches, candidates should conduct a structured review of all exam domains and revisit topics that require additional attention. Reviewing notes, revisiting Microsoft Learn modules, practicing configuration tasks, and retaking selected practice questions can help reinforce critical concepts. The final phase of preparation should focus on closing knowledge gaps rather than learning entirely new material. A targeted review strategy ensures that candidates enter the exam with a well-rounded understanding of Dynamics 365 Sales AI capabilities and the confidence needed to perform successfully.