Exam AB-210: Accelerating Sales Pipelines with AI in Dynamics 365 (Video)

Hands-on certification prep, including Copilot and the new sales agents.

Dynamics 365 Sales is Microsoft's enterprise CRM platform, a system that organizations use to track leads, manage deals, and coordinate sellers across the lead-to-cash process.

What makes AB-210 unique from earlier Dynamics certifications is its near total focus on the AI layer that now sits on top of that platform: Microsoft Copilot for in-app assistance and a new family of autonomous sales agents that handle research, qualification, and deal closing on the seller's behalf. AB-210 is the certification that proves a candidate can responsibly design, configure, deploy, and govern that environment.

This hands-on course prepares you for the Microsoft AB-210 Exam by guiding you through the design, configuration, and deployment of AI-enhanced sales solutions using Dynamics 365 Sales, Microsoft Copilot, and the new generation of sales agents. You will learn how to configure core Sales features for AI, build AI-driven seller workflows in Dataverse, and deploy the Sales Qualification, Sales Close, and Sales Research agents across Research-only and Research-and-Engage scenarios.

The course covers every published exam objective, including configuring intelligence features, such as the sales accelerator, predictive scoring, conversational intelligence, and forecasting, all aligned with the skills measured in the exam.

Rather than focusing on theory, this course takes a practical, end-to-end approach where you work through real-selling scenarios step by step. You will explore opportunity of research with the Sales Research Agent, deal-closing automation with the Sales Close Agent, and Power Platform extensibility through Power Automate, embedded Power Apps, and embedded Power BI.

By the end of the course, you will not only be well-prepared to pass the AB-210 exam but also confident in designing, configuring, and governing AI-first Sales solutions in real-world environments.

Skill Level:

• Intermediate

Learn How To:

• Configure Dynamics 365 Sales core features for AI, including the Sales security model, mailboxes, business process flows, and the product catalog
• Design an AI-first sales strategy in Dataverse and configure intelligence features such as the sales accelerator, predictive scoring, conversational intelligence, and forecasting
• Deploy, configure, and monitor the Sales Qualification Agent, the Sales Close Agent, and the Sales Research Agent across Research-only and Research-and-Engage modes
• Extend Dynamics 365 Sales using Power Automate flows, embedded Power Apps components, embedded Power BI reports, and the Sales mobile app, aligned with the Microsoft AB-210 requirements

Course requirements:

• Familiarity with Dynamics 365 Sales or comparable CRM platforms
• Basic Microsoft Power Platform exposure (Power Apps, Power Automate)
• Comfort with model-driven apps and the Microsoft Dataverse data model
• General awareness of Microsoft Copilot capabilities in Microsoft 365 apps

Who Should Take This Course:

• Dynamics 365 Sales functional consultants responsible for configuring core sales features and AI capabilities
• Sales solution designers/AI Sales consultants who use Copilot and agent capabilities to improve seller productivity across the leadtocash process
• Business analysts and CRM specialists who translate business and revenue requirements into practical, AIenabled seller workflows
• Professionals working crossfunctionally with sales, operations, and IT teams to align solutions with revenue goals, process optimization, and secure data access
• Power Platform practitioners with intermediate experience who build and extend modeldriven apps: Create Power Automate cloud flows and understand and interpret organizational sales processes and seller experiences

About Pearson Video Training:

Pearson publishes expert-led video tutorials covering a wide selection of technology topics designed to teach you the skills you need to succeed. These professional and personal technology videos feature world-leading author instructors published by your trusted technology brands: Addison-Wesley, Cisco Press, Pearson IT Certification, Sams, and Que. Topics include IT Certification, Network Security, Cisco Technology, Programming, Web Development, Mobile Development, and more. Learn more about Pearson Video training at http://www.informit.com/video.

Table of Contents

Introduction

Setting Up Dynamics 365 Sales for an AI-Ready Organization

                Getting your tenant ready: Prerequisites, mailboxes, and Microsoft 365 integration

                Building the foundation of your sales process: Business process flows and the timeline

                Moving data in and out of Sales: Import, export, and what to choose when

                The sales security model in practice

                Building your product catalog: From products to price lists

Designing an AI-First Sales Environment

                Thinking AI-first: Where Copilot and agents fit in the seller's day

                Designing your sales data model in Dataverse

                Knowing your tools: Sales plans, reporting options, and what each unlocks

                Configuring your work environment for optimization with AI

                Getting your tenant ready for agents: Prerequisites, capacity, and billing

Understanding the AI Agents That Run Your Sales Floor

                What these Agents do (and what they don't)

                How these Agents differ (and how they work together)

                Modes, types, and the decisions you make once you can't reverse

                Reading Agent behavior: How to tell what an Agent did and why

Bringing in Leads with the Sales Qualification Agent

                Designing the lead and opportunity experience for sellers

                Tuning predictive scoring so sellers can trust the numbers

                Choosing between Research-Only and Research-and-Engage

                Configuring the Sales Qualification Agent end to end

                Watching the Agent work: Interpretation, monitoring, and course correction

Closing Deals with the Sales Close and Sales Research Agents

                How opportunity management changes when the close agent is in the room

                Opportunity products, pricing, and the pipeline view

                Sales opportunity agent or sales close agent--how to decide

                Setting up the sales opportunity agent

                Setting up the standalone sales close agent--the all-in-one closer

                Working alongside the sales opportunity agent

                Bringing in the sales research agent for deep account intelligence

                Reading the research canvas to drive sales decisions

Lesson 6: Extending Sales Beyond the Box with Power Platform and Supporting Apps

                Reaching sellers where they work: Mobile, Teams calling, and SMS

                Building sales workflows with Power Automate

                Embedding Power Apps components inside sales

                Embedding Power BI reports for in-app analytics

Summary

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