Business Applications

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

Course Duration

3 Days

Delivery

ILT/VILT

Overview

Overview Course Curriculum Training Schedule Exam & Certification FAQs

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.

What You'll Learn

Configure AI-powered capabilities in Dynamics 365 Sales to enhance seller productivity and accelerate the sales process.
Implement Microsoft Copilot, AI agents, and Dynamics 365 AI Hub to support intelligent, AI-first sales workflows.
Configure and optimize lead management using predictive lead scoring, AI-driven insights, and automated qualification processes.
Use AI-powered tools to prioritize leads, improve customer engagement, and streamline lead handoff.
Manage the complete sales opportunity lifecycle, including product catalogs, opportunity tracking, and pipeline management.
Deploy AI agents to monitor pipeline health, automate customer follow-ups, and identify sales risks.
Configure forecasting and analytics features to improve revenue visibility and support informed decision-making.
Extend Dynamics 365 Sales with Microsoft Power Platform tools, including Power Automate, Power Apps, Power BI, and Microsoft Copilot Studio.
Integrate Dynamics 365 Sales with Microsoft 365 services and mobile capabilities to enhance collaboration and productivity.
Apply governance, security, and responsible AI practices when designing and implementing AI-enhanced sales solutions.
Translate business requirements into practical AI-powered sales solutions that align with organizational sales objectives and revenue goals.

Who Should Attend

This course is designed for professionals who want to learn how to build AI-enhanced sales solutions using Dynamics 365 Sales, Microsoft Copilot, and AI agents. It is ideal for students who want to understand how modern sales teams use AI to manage leads, opportunities, forecasting, and seller productivity. Learners may have a general understanding of sales processes or Dynamics 365 but are looking to develop the skills needed to translate business requirements into practical, AI-powered sales workflows while following governance and responsible AI practices.

Prerequisites

Basic understanding of CRM systems
Familiarity with sales processes

Learning Journey

Coming Soon...

Module 1: Configure Dynamics 365 Sales for AI-powered selling

Learn how to leverage AI-powered features in Dynamics 365 Sales to empower sellers and accelerate sales pipelines. This learning path covers tools like Copilot, AI agents, and the Dynamics 365 AI Hub to help your teams work smarter and build stronger customer relationships. Gain practical skills in configuring and optimizing Dynamics 365 Sales for your organization.

Module 2: Generate and qualify leads using AI in Dynamics 365 Sales

Learn how to configure lead management and automate lead qualification in Dynamics 365 Sales. Explore predictive lead scoring, AI-powered insights, and text messaging tools to prioritize and engage with the right leads effectively. Master the Sales Qualification Agent to streamline lead research and handoff processes.

Module 3: Win deals with AI-powered sales execution in Dynamics 365 Sales

Closing deals takes more than a good pitch. In this learning path, you build the foundation sellers need to work efficiently in Dynamics 365 Sales, from setting up a product catalog and managing the full opportunity lifecycle, to deploying AI agents that monitor pipeline risks and follow up with customers automatically. You also configure forecasting and analytics tools so your team can spot revenue trends before the quarter ends.

Module 4: Extend Dynamics 365 Sales with AI and Power Platform tools

Discover how to enhance Dynamics 365 Sales by integrating it with AI-driven tools and Power Platform capabilities. Learn 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.

Microsoft Certified: Dynamics 365 Sales AI Consultant Associate.

This certification validates your ability to design and implement AI-enhanced sales solutions in Dynamics 365 Sales that support intelligent seller workflows across the lead-to-cash process.

Level: Intermediate
Product: Sales
Role: Business Analyst, Functional Consultant
Subject: Artificial intelligence

Assessed on this exam:

Configure Dynamics 365 Sales core features for AI
Optimize AI-driven sales
Qualify and prioritize leads by using AI
Develop deals by using intelligent opportunity research
Extend and enhance Sales

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Microsoft-certified professionals are in high demand, opening doors to new career opportunities and higher earning potential.
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Microsoft certification exams are designed to assess your knowledge and skills in specific Microsoft technologies and solutions.
Exams typically consist of multiple-choice, multiple-select, and case study questions, and some may include lab simulations to evaluate your practical skills.
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How long is Microsoft certification valid for?

Most Microsoft role-based and specialty certifications are valid for one year from the date of passing the exam.
To maintain your certification, you will need to renew it annually by passing a free online assessment on Microsoft Learn.
However, Microsoft Applied Skills credentials and Fundamentals certifications do not expire.
Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.
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