Exam : AB-210
Title : Accelerating Sales Pipelines
with AI in Dynamics 365
https://www.passcert.com/AB-210.html
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1. Topic 1, AdventureWorks Case Study
Background
AdventureWorks Cycles is a global manufacturer of high-performance bicycles headquartered in Seattle.
The company sells products through distributors, specialty retailers, and a growing direct-to-consumer
online channel. AdventureWorks Cycles recently expanded its product catalog to include the athlete
package. This package includes a cycle, connected devices and subscription-based analytics services.
To support this expansion, the company wants to modernize its sales operations by implementing
Microsoft Dynamics 365 Sales. The leadership team wants sellers to focus on building relationships with
distributors and enterprise buyers rather than manually qualifying leads or assembling product packages.
The sales operations team is responsible for configuring the Dynamics 365 Sales environment. Their goal
is to implement Al-driven processes that streamline the lead-to-cash workflow while ensuring that sellers
can easily identify the most promising opportunities.
Current Environment
AdventureWorks Cycles previously used a legacy CRM system that tracked leads and opportunities but
lacked predictive intelligence or automated lead qualification. Sellers manually evaluate incoming leads,
which creates delays and inconsistent prioritization.
The global sales team manages approximately 15,000 leads per month generated from marketing
campaigns, trade shows, and partner referrals.
Product data is stored in multiple systems. Product managers maintain products and pricing in
spreadsheets. Information regarding custom relationships, competitor analysis, and region-specific
marketing content is stored in a SharePoint site called the sales portfolio.
The organization has identified several challenges they want to resolve with a new solution:
Sellers often spend significant time researching leads that ultimately do not convert.
Regional managers require in-depth reporting using information from the sales pipeline and seller
activities, the point-of-sale solution, website analytics, and the accounting system.
Multiple product offerings are difficult to manage because components are defined in different systems.
Team leads require real-time information on active opportunities, as well as visibility of seller's
appointments and phone calls, without needing to navigate into multiple views.
All sellers are assigned Dynamics 365 Sales Enterprise licenses, Also, the CFO has requested that
Copilot message packs are pre-purchased by using the Copilot Studio subscription license.
A Dynamics 365 sales sandbox environment has been in use for six months. There are 60 leads records
with 30 records that are qualified and 20 that are disqualified. Ten of the qualified leads are over three
months old.
Business Requirements:
AdventureWorks Cycles has defined the following business requirements for the production environment
of Dynamics 365 Sales:
Sellers in all regions should be able to review the new mountaineer cycles. The cycles include economy
and premium fittings. When creating opportunities, sellers should be able to select a metal type when
adding a mountaineer cycle to an opportunity. The metal types include chrome, aluminum, and titanium.
Pricing managers must be able to create deals for the same products in their own currencies and at their
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own prices, without reference to the cost of the product.
Sellers must be able to quickly view their own opportunities by phase.
Predictive scoring should be enabled for leads created within the last three months in the sandbox
environment. This should provide seller training on the scoring's interpretation and usage.
A segment of leads named Hot is needed that will contain all leads where the source is phone, employee
referral or partner. Leads from this segment should be distributed to sellers by using a round robin
method.
Agents should not be able to take action on any data that is created in the production environment before
they are started.
All sellers should be able to access disqualified leads.
Technical Information and Requirements:
The new Dynamics 365 Sales environment must meet the following technical requirements:
Agents must use a dedicated service identity to execute write actions with a controlled security role in
Dataverse.
The sales operations team lead must be assigned the Power Platform administrator role.
The lead pricing manager must be assigned to the Microsoft 365 billing admin role.
The vice president of sales must be assigned the Al admin role.
A sandbox and a production environment must be created. Both of the environments must be enabled for
Al capacity, but usage should be capped on the sandbox environment.
A trial environment must be created, with the Sales Qualification Agent configured to business
requirements.
Sellers must be assigned the security roles on the production environment only.
All sellers must be assigned a customized version of the salesperson role. This role should grant read
access only to the leads that the sellers own.
The EnableRoleBasedSystemViews property must be set to true for the production environment.
No Azure subscriptions are available in the tenant.
Issues:
During early testing, the sales operations team identify the following issues:
The Sales Qualification Agent has disqualified several leads in the trial environment. The vice president of
sales has requested to understand the reason for the disqualified leads.
Sellers are unable to create agents in the production environment.
Agent consumption has been unreliable. The company requires that Al capacity is always available to
sellers.
The required predictive scoring model cannot be created yet.
You need to inform the sales team how many more record types are needed before it can be configured.
What two actions on lead records are required? Each correct answer presents part of the solution.
Choose two.
A. 40 more leads must be created.
B. 20 more leads must be disqualified.
C. 10 more leads must be qualified.
D. 20 more leads must be qualified.