Selected AB-210 Microsoft Certified: Dynamics 365 Sales AI Consultant Associate Questions Answers

Requirement

Tool

Perform purchase required by CFO

Microsoft 365 admin center

Configure Sandbox billing

Power Platform admin center

Configure Production billing

Microsoft 365 admin center

Why: Production requires reliable AI capacity so sellers are not blocked when prepaid Copilot capacity is depleted. The correct production setup is pay-as-you-go / billing policy configuration through the Microsoft 365 admin center . Azure portal is not the best answer here because the scenario says no Azure subscriptions are available , and Microsoft 365 admin center can be used for the billing policy workflow. Microsoft Agent 365 is for agent management/governance, not billing configuration.

The required fix is about visibility and security , not agent operating mode. In the scenario, production has EnableRoleBasedSystemViews set to true, which restricts system views based on role configuration. Because the business requirement says all sellers should be able to access disqualified leads , the role-based system view setting must be updated so sellers can access the view that exposes leads disqualified by the Sales Qualification Agent.

The second required action is to change Lead table permissions. The customized Salesperson role currently grants sellers read access only to leads they own. That is too restrictive because leads disqualified by the Sales Qualification Agent may not be owned by each seller. To let all sellers view those records, sellers need organization-level Read permission on the Lead table. Option A is wrong because upgrading the agent to research and engage mode affects how the agent researches and interacts with leads; it does not solve seller access to disqualified records. Option C is also wrong because the look-back period controls which historical leads the agent evaluates, not who can view disqualified leads.

References/topics: Sales Qualification Agent; role-based system views; Dataverse security roles; Lead table read access; AI-driven lead qualification.

Requirement

Component

Mountaineer range

Product family

Athlete package

Product bundle

Metal range

Product property

The Mountaineer range should be configured as a Product family because it represents a product classification hierarchy. Dynamics 365 Sales uses product families to organize related products, child products, and bundles under a parent structure. Microsoft’s product catalog guidance states that product families can contain child product families, products, and bundles in a hierarchy, which fits the mountaineer cycle range with economy and premium fitting variations.

The Athlete package should be configured as a Product bundle because it combines multiple sellable items: a cycle, connected devices, and subscription-based analytics services. A bundle is used when multiple products are sold together as one commercial package. Dynamics 365 Sales allows products to be associated with a bundle, including quantities and required or optional components.

The Metal range should be configured as a Product property because sellers must choose a configurable attribute—chrome, aluminum, or titanium—when adding the mountaineer cycle to an opportunity. Product properties define product characteristics such as size, color, or component, and can be used at run time when adding products to opportunities, quotes, orders, or invoices.

References/topics: Product catalog setup; product families; product bundles; product properties; opportunity product configuration.

Requirement

Configuration

Blueprints

Name the blueprint workspace and pin the workspace.

Questions

Create a business function with seeded prompts.

For Blueprints, the correct configuration is to name the blueprint workspace and pin the workspace. The requirement is not asking to regenerate analysis; it asks for a reliable way to return to frequently used research output. In Sales Research Agent, a generated blueprint exists inside a workspace, and Microsoft states that the workspace displays the workspace name, can be renamed, and can be switched from the workspace menu. That makes naming and pinning the workspace the correct operational pattern for reusable research access.

For Questions, the correct configuration is to create a business function with seeded prompts. Sales Research Agent business functions are designed to tailor research to a specific use case, and administrators can add starter prompts. Microsoft explains that starter prompts appear on the Sales Research Agent home page for quick access and that the full prompt is sent to the agent when selected. This directly satisfies the requirement to retain a reusable library of approved questions.

Do not select regenerate the blueprint because regeneration refreshes or recreates analysis, but it does not create a persistent shortcut to frequently used research. Do not select custom table or manual prompt questions in Sales Copilot because the native Sales Research Agent feature already supports reusable business-function prompts.

References/topics: Sales Research Agent; research blueprints; workspace management; business functions; seeded/starter prompts; intelligent opportunity research.