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AB-210T00: Accelerate sales pipelines with AI in Dynamics 365
Learn to configure Dynamics 365 Sales for AI-powered selling. Explore lead qualification, opportunity management, forecasting and Copilot to automate engagement, accelerate sales pipelines and improve sales performance.
Available in Instructor-Led or Virtual formats.
Duration
3 Days
Modules
13 Modules
Course type
Microsoft
Course Overview
The certification equips sales and IT leaders to configure and optimize Dynamics 365 Sales for AI-powered selling. Learners gain skills in AI-driven customer experiences, lead generation, qualification, opportunity management, product catalogs, deal closure, forecasting, and performance analytics. The course also covers Microsoft Dataverse, Microsoft 365 integration, Power Platform, and Copilot Studio extensions. Participants learn to automate engagement, accelerate sales pipelines, and deliver data-driven sales execution across desktop and mobile experiences for modern enterprise teams using Dynamics 365 Sales solutions effectively.
Before You Begin
- Foundational CRM and Sales Process Knowledge
- Familiarity with Microsoft Business Applications
- Introductory Understanding of AI and Automation
Key outcomes
- Learn to set up environments, security, and sales features to enable smarter, AI-driven selling experiences.
- Learn to capture leads, use AI agents for qualification, and improve customer conversion processes.
- Learn to handle sales pipelines, product catalogs, pricing, orders, and AI-supported deal progression.
- Learn to evaluate performance, predict outcomes, and support strategic decisions with analytics.
- Learn to build integrations, automations, and AI-powered extensions for business solutions.
Tools you’ll use
Microsoft Dynamics 365 Sales
Microsoft Dataverse
Microsoft 365 Services
Power Platform
Copilot Studio
Dynamics 365 Sales Mobile App
AI-powered Sales Agents and Analytics Tools
Skills you’ll gain
- Configure Dynamics 365 Sales for AI-powered selling
- Manage leads, opportunities, products, and sales pipelines
- Use AI agents, forecasting, and analytics for sales insights
- Integrate Microsoft Dataverse, Microsoft 365, Power Platform, and Copilot Studio
- Build sales automations and improve customer engagement
What You’ll Learn
13 modules
1Module 1: Transform customer experiences with AI in Dynamics 365 apps
1.1 Introduction
1.2 Dynamics 365 customer experience apps in an organization’s journey
1.3 Work with the other Dynamics 365 apps as part of a customer engagement solution
1.4 Explore AI components in Dynamics 365 apps
1.5 Use AI responsibly with Dynamics 365
1.6 Summary
1.2 Dynamics 365 customer experience apps in an organization’s journey
1.3 Work with the other Dynamics 365 apps as part of a customer engagement solution
1.4 Explore AI components in Dynamics 365 apps
1.5 Use AI responsibly with Dynamics 365
1.6 Summary
2Module 2: Discover Dynamics 365 Sales as an AI-powered sales solution
2.1 Introduction
2.2 Design an AI-driven sales strategy
2.3 Navigate in Dynamics 365 Sales
2.4 Manage customers
2.5 Copilot in Dynamics 365 Sales
2.6 Use agents in Dynamics 365 Sales
2.7 Summary
2.2 Design an AI-driven sales strategy
2.3 Navigate in Dynamics 365 Sales
2.4 Manage customers
2.5 Copilot in Dynamics 365 Sales
2.6 Use agents in Dynamics 365 Sales
2.7 Summary
3Module 3: Set up and configure Dynamics 365 Sales
3.1 Introduction
3.2 Prepare for your Dynamics 365 Sales deployment
3.3 Set up security roles
3.4 Set up and configure the application
3.5 Configure collaboration features
3.6 Configure Copilot in Sales
3.7 Set up AI features in the Dynamics 365 AI Hub
3.8 Configure intelligence features
3.9 Configure the sales accelerator
3.10 Summary
3.2 Prepare for your Dynamics 365 Sales deployment
3.3 Set up security roles
3.4 Set up and configure the application
3.5 Configure collaboration features
3.6 Configure Copilot in Sales
3.7 Set up AI features in the Dynamics 365 AI Hub
3.8 Configure intelligence features
3.9 Configure the sales accelerator
3.10 Summary
4Module 4: Nurture and generate leads in Dynamics 365 Sales
4.1 Introduction
4.2 Explore leads in Dynamics 365 Sales
4.3 Manage the lead lifecycle
4.4 Prioritize leads with predictive scoring
4.5 Use Copilot with leads
4.6 Summary
4.2 Explore leads in Dynamics 365 Sales
4.3 Manage the lead lifecycle
4.4 Prioritize leads with predictive scoring
4.5 Use Copilot with leads
4.6 Summary
5Module 5: Qualify leads using the Sales Qualification Agent in Dynamics 365 Sales
5.1 Introduction
5.2 Get started with the Sales Qualification Agent
5.3 Configure the Sales Qualification Agent
5.4 Troubleshoot and monitor the Sales Qualification Agent
5.5 Interpret agent actions on leads
5.6 Summary
5.2 Get started with the Sales Qualification Agent
5.3 Configure the Sales Qualification Agent
5.4 Troubleshoot and monitor the Sales Qualification Agent
5.5 Interpret agent actions on leads
5.6 Summary
6Module 6: Engage with customers through text messages in Dynamics 365 Sales
6.1 Introduction
6.2 Set up the text messaging provider
6.3 Edit phone numbers
6.4 Add a text message option to custom forms
6.5 Manage text message conversations
6.6 Summary
6.2 Set up the text messaging provider
6.3 Edit phone numbers
6.4 Add a text message option to custom forms
6.5 Manage text message conversations
6.6 Summary
7Module 7: Set up the product catalog in Dynamics 365 Sales
7.1 Introduction
7.2 Explore the product catalog
7.3 Define products, families, and bundles
7.4 Configure price lists and discounts
7.5 Manage catalog settings
7.6 Summary
7.2 Explore the product catalog
7.3 Define products, families, and bundles
7.4 Configure price lists and discounts
7.5 Manage catalog settings
7.6 Summary
8Module 8: Manage opportunities and process sales orders in Dynamics 365 Sales
8.1 Introduction
8.2 Explore opportunities in Dynamics 365 Sales
8.3 Manage the opportunity lifecycle
8.4 Add products and configure pricing
8.5 Use Copilot with opportunities
8.6 Process quotes, orders, and invoices
8.7 Summary
8.2 Explore opportunities in Dynamics 365 Sales
8.3 Manage the opportunity lifecycle
8.4 Add products and configure pricing
8.5 Use Copilot with opportunities
8.6 Process quotes, orders, and invoices
8.7 Summary
9Module 9: Close deals using AI agents in Dynamics 365 Sales
9.1 Introduction
9.2 Get started with opportunity AI agents
9.3 Configure the Sales Opportunity Agent
9.4 Configure the Sales Close Agent
9.5 Monitor and interpret agent insights
9.6 Summary
9.2 Get started with opportunity AI agents
9.3 Configure the Sales Opportunity Agent
9.4 Configure the Sales Close Agent
9.5 Monitor and interpret agent insights
9.6 Summary
10Module 10: Analyze sales performance using AI, forecasting, and dashboards in Dynamics 365 Sales
10.1 Introduction
10.2 Explore the Sales Research Agent
10.3 Configure the Sales Research Agent
10.4 Configure predictive sales forecasting
10.5 Build and manage sales forecasts
10.6 Explore dashboards and reporting tools
10.7 Set and track sales goals
10.8 Summary
10.2 Explore the Sales Research Agent
10.3 Configure the Sales Research Agent
10.4 Configure predictive sales forecasting
10.5 Build and manage sales forecasts
10.6 Explore dashboards and reporting tools
10.7 Set and track sales goals
10.8 Summary
11Module 11: Get started with the Dynamics 365 Sales mobile app
11.1 Introduction
11.2 Deploy the mobile app
11.3 Use the mobile app
11.4 Manage records
11.5 Customize form views
11.6 Set up push notifications
11.7 Summary
11.2 Deploy the mobile app
11.3 Use the mobile app
11.4 Manage records
11.5 Customize form views
11.6 Set up push notifications
11.7 Summary
12Module 12: Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
12.1 Introduction
12.2 Set up mailboxes
12.3 Server-side sync
12.4 Document management options
12.5 Document management
12.6 Deploy the app for Outlook
12.7 Set up Dynamics 365 App for Outlook
12.8 Integrate with Microsoft Teams
12.9 Summary
12.2 Set up mailboxes
12.3 Server-side sync
12.4 Document management options
12.5 Document management
12.6 Deploy the app for Outlook
12.7 Set up Dynamics 365 App for Outlook
12.8 Integrate with Microsoft Teams
12.9 Summary
13Module 13: Extend Dynamics 365 apps with Power Platform and Copilot Studio
13.1 Introduction
13.2 Extend Dynamics 365 with Copilot Studio agents
13.3 Evaluate AI data connectivity options with MCP
13.4 Streamline workflows with Power Automate
13.5 Embed custom experiences with Power Apps
13.6 Surface contextual insights with Power BI
13.7 Enable customer portals with Power Pages
13.8 Summary
13.2 Extend Dynamics 365 with Copilot Studio agents
13.3 Evaluate AI data connectivity options with MCP
13.4 Streamline workflows with Power Automate
13.5 Embed custom experiences with Power Apps
13.6 Surface contextual insights with Power BI
13.7 Enable customer portals with Power Pages
13.8 Summary
Certification & Credentials
Certificate track
3 Days
High-Quality Video Lessons
Digital courseware, e-books & audio access
Recorded sessions, accessible on tablet & phone
AI mentor support & module quizzes
Learning Resources
Videos & Engaging Visual Content
Podcasts & Audiobooks
Expert discussions and audio episodes covering key topics
E-Books
Downloadable guides
Module-Wise Quizzes
Interactive quizzes after each module to reinforce learning.
Additional Resources
Study materials, exam prep guides, sandbox labs, and community tutorials.
Frequently asked questions
What is the focus of this Dynamics 365 Sales certification course?
This course focuses on configuring and optimizing Dynamics 365 Sales using AI-powered selling, automation, analytics, and Microsoft business tools.
Who should take this course?
The course is designed for sales and IT leaders who want to enhance sales processes through Dynamics 365 Sales and AI capabilities.
What prerequisites are required before starting this course?
Learners should have CRM and sales process knowledge, basic AI and automation understanding, and familiarity with Microsoft 365, Dataverse, and model-driven apps.
What AI capabilities will be covered in the course?
The course covers AI-driven lead qualification, customer engagement, sales insights, forecasting, analytics, and AI agents for improving sales execution.
Which Microsoft tools and platforms are covered in this training?
The course covers Dynamics 365 Sales, Microsoft Dataverse, Microsoft 365 services, Power Platform, Copilot Studio, and the Dynamics 365 Sales mobile app.
| Duration | 3 Days |
|---|---|
| Modules | 13 Modules |
| Course type | Microsoft |
| Category | Microsoft |
| Prerequisites | Foundational CRM and Sales Process Knowledge, Familiarity with Microsoft Business Applications, Introductory Understanding of AI and Automation |
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