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Accelerating Sales Pipelines with AI in Dynamics 365

Last Update Sep 22, 2026
Total Questions : 69

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Accelerating Sales Pipelines with AI in Dynamics 365 Questions and Answers

Questions 1

Sales representatives work remotely and access Dynamics 365 Sales from mobile devices. Meetings are created in Outlook for the sales team.

Users report that after installing the mobile app, they are unable to update meetings by setting the Regarding record in the mobile app.

You need to ensure users are able to track meetings to customer records without issues.

Which two actions should you perform? Each correct answer presents part of the solution. Choose two.

NOTE: Each correct selection is worth one point.

Options:

A.

Enable server-side synchronization in your environment.

B.

Approve the mailboxes for the users.

C.

Configure a mobile offline profile.

D.

Enable relevance search in Dataverse.

Questions 2

You manage Dynamics 365 Sales for a company.

A sales manager wants a weekly performance view of the Sales Close Agent in Research mode.

The sales manager also reports that a specific Opportunity stopped receiving automated outreach from the Sales Close Agent in Engage mode.

You need to do the following:

. Determine if the engagement for the opportunity record is pending, completed, or failed.

. Provide a performance view that includes the Last refreshed and the time period filter.

You need to identify the correct monitoring metrics for each requirement.

Which metrics should you review? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.

AB-210 Question 2

Options:

Questions 3

A company uses AI agents to support opportunity management.

Sales managers require sellers to collaborate with the Dynamics 365 Sales AI agent for the following scenarios:

. Assessing opportunity risk.

. Recommending opportunity products to clients automatically.

. Prioritizing opportunities that are gaining traction.

You need to determine the AI agent that should be used for each scenario.

Which agent should you use for each? To answer, move the appropriate agents to the correct scenarios. You may use each agent once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.

NOTE: Each correct selection is worth one point.

AB-210 Question 3

Options: