Exam AB-210: Dynamics 365 Sales AI Consultant Associate

Indeed the 3rd exam related post in just over a week – it’s a busy (new) certification release season at the moment!

This time it’s the new AB-210 exam, focusing on Dynamics 365 Sales and AI (of course!). It’s nice to see that there’s a dedicated Dynamics 365 Sales exam back now – most of us will remember the MB-210 exam that was around for a number of years, but which was retired at the end of November 2024. What happened was that a new exam at the time (the MB-280) was released, which rolled together Dynamics 365 Sales with Dynamics 365 Customer Insights.

I never fully officially understood the reason for this, given that the roles in reality are quite different, and did comment at the time (MB-280: Microsoft Dynamics 365 Customer Experience Analyst) that I wondered how well it would stand the progress of time.

AI and sales capabilities seem generally to go well together – Microsoft has publicly demoed at large conferences the Sales Agent multiple times, showing how it can help qualify leads, and handle engagments with customers. To be honest I quite like this in general, though for implementation I do keep my (slightly skeptical) eye on it, to ensure it’s working in the right way.

The official description of the proposed exam candidate is:

As a candidate for this Microsoft Certification, you design and configure AI-enhanced sales solutions by using Dynamics 365 Sales, Copilot in Dynamics 365 Sales, and agent capabilities to help sellers work more efficiently throughout the lead-to-cash process. You translate business requirements into practical seller workflows enhanced with conversational intelligence, predictive insights, guided automation, and secure data access.

In this role, you work closely with sales, operations, and IT stakeholders to help ensure that solutions align with revenue goals and process optimization.

You perform the following design and implementation tasks:

• Configure Dynamics 365 Sales core features.
• Deploy, manage, and monitor agents in Sales.
• Implement collaboration features.
• Tailor AI-powered intelligence features.

It is highly recommended that candidates complete training in intermediate-level Microsoft Power Platform configuration before taking this certification exam. Additionally, you must have functional knowledge of:

• Building Power Automate cloud flows.
• Interpreting an organization’s sales processes and seller experience.
• Building and extending model-driven apps.

The overall information for the exam can be found at Microsoft Certified: Dynamics 365 Sales AI Consultant Associate, and there is an official Learning Path available for it.

I do like that the exam content overview calls out that Power Platform knowledge & configuration is highly recommended. Obviously Dynamics 365 is built on top of Power Platform, and having this knowledge (ie the ability to customise & extend with Power Platform capabilities) is key to well thought through implementations.

As I’ve posted before around my exam experiences, it’s not permitted to share any of the exam questions. This is in the rules/acceptance for taking the exam. I’ve therefore put an overview of the sorts of questions that came up during my exam. (Note: exams are composed from question banks, so there could be many things that weren’t included in my exam, but could be included for someone else!). It’s also in beta at the moment, which means that things can obviously change for when it comes out of beta.

I’ve tried to group things as best together as I feel (in my recollection), to make it easier to revise.

• Setup & Data
  • Environment creation & provisioning
  • Document management options & requirements
  • Enabling AI capabilities (Copilot, Sales Agent etc)
  • Configuring & customising forms
  • Configuring & customising views
• Outbound calling
  • Configuration
  • Security requirements
• AI Capabilities
  • Getting access to AI capabilities for users (deployment, security etc)
  • What the different AI agents & modes are, when to use them, and the behaviour of each
  • What blueprints are, how to use them, how to modify them
  • How AI agents handle communication re-tries
  • Creating custom agents
  • Analysing AI agent behaviour (runs, outcomes, metrics etc), monitoring information
  • Using AI to summarise records & ask for information
  • Ways to handle AI usage billing (what options are available, where to do this, how to do this)
• Leads & Opportunities
  • Setting up & configuring predictive lead scoring models, requirements for implementing this
  • Understanding lead to opportunity conversion process, and continuing through to a final sale
  • Understanding sales goals, configuring sales goal/metrics/KPI’s, configuring rollup queries for aggregation
  • Assignment behaviour for leads to users, how this works, configuration for this
• Products
  • The different ways to handle products (eg units, bundles, price lists, product families)
  • When each one should be used, and requirements for them
  • How to use the different components to configure specific scenarios
  • Relating products together
• Pricing
  • Different ways to approach pricing products (eg singly, as a bundle, etc)
  • Handling multiple territories
  • Handling multiple currencies
  • Configuring price lists
  • Handling expired price lists & system behaviour
  • Handling discounting
• Mobile app
  • Setup & configuration
  • Data synchronisation
  • Security setup & requirements
  • Push notifications
• Power Automate
  • Understanding when to use different trigger types (automated/manual/schedule)
  • Usage for scenarios requiring approvals
• Business process flows
  • What they are, and what they should be used for
  • How to configure, moving between stages, understanding how they work

I hope that this is helpful for anyone who’s thinking of taking it – good luck, and please do drop a comment below to let me know how you found it! I’d also be interested in your thoughts/opinions around the direction that Microsoft has taken for this!

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