AB-210T00: Accelerate sales pipelines with AI in Dynamics 365

Introduction:

This course teaches learners how to design, configure, and govern AI-enhanced sales solutions using Dynamics 365 Sales, Microsoft Copilot, and AI agent capabilities to support sellers across the lead-to-cash process. Learners translate business requirements into practical, AI-first seller workflows that improve productivity, forecasting accuracy, and decision-making while aligning with organizational revenue goals, governance standards, and responsible AI practices.

Objectives:

Course Outline:

1 – Transform customer experiences with AI in Dynamics 365 apps

Dynamics 365 customer experience apps in an organization’s journey
Work with the other Dynamics 365 apps as part of a customer engagement solution
Explore AI components in Dynamics 365 apps
Use AI responsibly with Dynamics 365
Module assessment

2 – Discover Dynamics 365 Sales as an AI-powered sales solution

Design an AI-driven sales strategy
Navigate in Dynamics 365 Sales
Manage customers
Copilot in Dynamics 365 Sales
Use agents in Dynamics 365 Sales
Module assessment

3 – Set up and configure Dynamics 365 Sales

Prepare for your Dynamics 365 Sales deployment
Set up security roles
Set up and configure the application
Configure collaboration features
Configure Copilot in Sales
Set up AI features in the Dynamics 365 AI Hub
Configure intelligence features
Configure the sales accelerator
Module assessment

4 – Nurture and generate leads in Dynamics 365 Sales

Explore leads in Dynamics 365 Sales
Manage the lead lifecycle
Prioritize leads with predictive scoring
Use Copilot with leads
Module assessment

5 – Qualify leads using the Sales Qualification Agent in Dynamics 365 Sales

Get started with the Sales Qualification Agent
Configure the Sales Qualification Agent
Troubleshoot and monitor the Sales Qualification Agent
Interpret agent actions on leads

6 – Engage with customers through text messages in Dynamics 365 Sales

Set up the text messaging provider
Edit phone numbers
Add a text message option to custom forms
Manage text message conversations
Module assessment

7 – Set up the product catalog in Dynamics 365 Sales

Explore the product catalog
Define products, families, and bundles
Configure price lists and discounts
Manage catalog settings

8 – Manage opportunities and process sales orders in Dynamics 365 Sales

Explore opportunities in Dynamics 365 Sales
Manage the opportunity lifecycle
Add products and configure pricing
Use Copilot with opportunities
Process quotes, orders, and invoices

9 – Close deals using AI agents in Dynamics 365 Sales

Get started with opportunity AI agents
Configure the Sales Opportunity Agent
Configure the Sales Close Agent
Monitor and interpret agent insights

10 – Analyze sales performance using AI, forecasting, and dashboards in Dynamics 365 Sales

Explore the Sales Research Agent
Configure the Sales Research Agent
Configure predictive sales forecasting
Build and manage sales forecasts
Explore dashboards and reporting tools
Set and track sales goals
Module assessment

11 – Get started with the Dynamics 365 Sales mobile app

Deploy the mobile app
Use the mobile app
Manage records
Customize form views
Set up push notifications

12 – Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

Set up mailboxes
Server-side sync
Document management options
Document management
Deploy the app for Outlook
Set up Dynamics 365 App for Outlook
Integrate with Microsoft Teams

13 – Extend Dynamics 365 apps with Power Platform and Copilot Studio

Extend Dynamics 365 with Copilot Studio agents
Evaluate AI data connectivity options with MCP
Streamline workflows with Power Automate
Embed custom experiences with Power Apps
Surface contextual insights with Power BI
Enable customer portals with Power Pages
Module assessment