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HybridCloudWorks
AssociateAB-210

Dynamics 365 Sales AI Consultant Associate

Certification covering AI-enhanced Dynamics 365 Sales features including Copilot for Sales, conversation intelligence, and predictive scoring.

Study Hours
35h
Prep Time
~6 weeks

Topics Covered

Dynamics 365 Sales
Copilot for Sales
AI Insights
Conversation Intelligence
Predictive Scoring

Skills measured

Official study guide

Microsoft's own objectives, in the order the exam presents them. Each area links to its section on Microsoft Learn. Checked 2026-10-26.

  1. Configure Dynamics 365 Sales core features for AI15–20%
    This area on Microsoft Learn

    Configure Sales

    • Evaluate prerequisites for deploying Sales
    • Configure mailboxes
    • Set up and configure business process flows
    • Configure the timeline
    • Evaluate options for importing and exporting data
    • Examine the Sales security model
    • Configure Microsoft 365 functionality, including Microsoft Teams, SharePoint, Outlook, and OneDrive

    Create and manage the product catalog

    • Configure products and product families
    • Create and manage price lists, including currencies
  2. Optimize AI-driven sales20–25%
    This area on Microsoft Learn

    Design an AI-first sales strategy

    • Augment seller workflows by using Copilot and agents
    • Design the sales data model in Dataverse
    • Evaluate options for reporting and visualization
    • Differentiate features in Sales plans

    Prepare to deploy agents

    • Configure prerequisites for deploying agents
    • Configure capacity, billing, and credits

    Configure AI-powered intelligence and insights features

    • Configure the Sales accelerator
    • Configure work assignment and distribution
    • Set up conversational intelligence
    • Configure predictive scoring
    • Set up relationship intelligence
    • Configure Copilot features, including record summarization
    • Configure and use forecasts to help improve sales performance
    • Set up goals and goal metrics
  3. Qualify and prioritize leads by using AI15–20%
    This area on Microsoft Learn

    Generate and nurture leads

    • Configure the lead and opportunity experience
    • Fine-tune the predictive scoring model

    Automate lead qualification by using the Sales Qualification Agent

    • Evaluate use cases for Research-only mode configuration versus Research and engage mode configuration
    • Configure the Sales Qualification Agent
    • Interpret the actions of the Sales Qualification Agent
    • Monitor the Sales Qualification Agent
  4. Develop deals by using intelligent opportunity research25–30%
    This area on Microsoft Learn

    Optimize opportunity management

    • Coordinate opportunity management with the Sales Close Agent
    • Add Opportunity Products, and configure pricing
    • Configure the opportunity pipeline view
    • Set up and configure the Sales Opportunity Agent

    Automate deal closing by using the Sales Close Agent

    • Set up and configure the Sales Close Agent
    • Interpret the actions of the Sales Close Agent
    • Monitor the Sales Close Agent
    • Collaborate with the Sales Close Agent

    Gather intelligence on sales deals by using the Sales Research Agent

    • Evaluate use cases for the Sales Research Agent
    • Configure the Sales Research Agent
    • Analyze sales performance by using research canvas
  5. Extend and enhance Sales10–15%
    This area on Microsoft Learn

    Configure supporting apps and services

    • Deploy and configure the Sales mobile app
    • Set up Teams calling
    • Configure an SMS channel

    Expand the sales footprint by using Microsoft Power Platform

    • Create Power Automate flows
    • Embed Power Apps components and controls
    • Embed Power BI reports