Accelerate Sales Pipelines with AI in Dynamics 365 (AB-210)
Official Microsoft Training for Dynamics 365 Sales and Microsoft Copilot
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Machine Learning Engineer
1. Configuring Dynamics 365 Sales for AI-Powered Sales
Learn how to use AI-powered features in Dynamics 365 Sales to support sales representatives and accelerate sales pipelines. This module covers tools such as Copilot, AI agents, and the Dynamics 365 AI Hub, which help your teams work smarter and build stronger customer relationships. Gain hands-on knowledge on how to configure and optimize Dynamics 365 Sales for your business.
2. Generating and Qualifying Leads Using AI in Dynamics 365 Sales
Learn how to configure lead management and automate lead qualification in Dynamics 365 Sales. Discover predictive lead scoring, AI-powered insights, and text messaging tools to prioritize and effectively engage with the right leads. Master the Sales Qualification Agent to optimize lead research and handoff processes.
3. Close deals with AI-powered sales automation in Dynamics 365 Sales
Closing deals takes more than just a good sales pitch. In this module, you’ll lay the foundation sales persons to work efficiently in Dynamics 365 Sales—from setting up a product catalog and managing the entire opportunity lifecycle to using AI agents that monitor pipeline risks and automatically follow up with customers. You’ll also configure forecasting and analytics tools so your team can identify revenue trends before the end of the quarter.
4. Extending Dynamics 365 Sales with AI and Power Platform Tools
Discover how you can optimize Dynamics 365 Sales by integrating it with AI-powered tools and Power Platform features. Learn how to use the Dynamics 365 Sales mobile app, leverage Microsoft 365 services with model-driven apps, and extend Dynamics 365 applications using Power Automate, Power Apps, Power BI, and Copilot Studio.
Requirements:
- Basic knowledge of Dynamics 365 Sales
- Familiarity with the Microsoft Power Platform
- Experience with Microsoft 365 services
- Familiarity with CRM concepts
- Knowledge of AI-powered sales tools
- Understand the entire customer experience ecosystem supported by the Dynamics 365 customer engagement applications
- Use Copilot and AI agents to boost operational efficiency in sales, customer service, and field service technicians
- Follow the Microsoft Framework for Responsible AI to ensure data security and customers trust
- Automate key sales processes—from lead qualification and predictive scoring to opportunity management and closing deals—using autonomous agents
- Manage complex product catalogs by effectively defining product families, bundles, and tiered pricing strategies
- Integrate key productivity tools, including Microsoft Outlook and SharePoint, to streamline workflows and improve data accessibility through Dataverse
- Expand the application's capabilities by integrating Power Platform features such as Power Automate, Power BI, and Power Pages for advanced automation and analytics
- Develop additional AI capabilities using Copilot Studio and the Model Context Protocol (MCP) to connect Dynamics 365 apps with external AI agents
This course consists of antraining is led by an instructor who provides live guidance to participants. Theory and practice are taught through live demonstrations and hands-on exercises. The course uses the video conferencing software Zoom.
This course is designed for professionals who want to learn how to use Dynamics 365 Sales, Microsoft Copilot, and AI agents to develop AI-powered sales solutions. It is ideal for attendees who want to understand how modern sales teams use AI to manage leads, sales opportunities, forecasts, and sales representative productivity. Learners may already have general knowledge of sales processes or Dynamics 365 but want to develop the skills needed to translate business requirements into practical, AI-powered sales workflows while adhering to guidelines for governance and the responsible use of AI.
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