Accelerate sales pipelines with AI in Dynamics 365 (AB-210)
Learn to design and configure AI-powered sales solutions with Dynamics 365 Sales, Microsoft Copilot, and AI agents. Build intelligent seller workflows that boost productivity, improve forecasting and decision-making, and support revenue goals with responsible AI and effective governance.
Learn to design and configure AI-powered sales solutions with Dynamics 365 Sales, Microsoft Copilot, and AI agents. Build intelligent seller workflows that boost productivity, improve forecasting and decision-making, and support revenue goals with responsible AI and effective governance.
More Information:
- Learning Style: Virtual
- Technology: Microsoft
- Difficulty: Beginner
- Course Duration: 3 Days
- Course Info: Download PDF
- Certificate: See Sample
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Course Information
About This Course:
This course teaches learners how to design, configure, and govern AI-enhanced sales solutions using Dynamics 365 Sales, Microsoft Copilot, and AI agents. Learners develop AI-first sales workflows that support the lead-to-cash process, helping sellers improve productivity, forecasting accuracy, decision-making, and overall sales performance.
Course Objectives:
By completing this course, learners will be able to:
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Configure Dynamics 365 Sales for AI-powered selling.
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Use Microsoft Copilot to improve seller productivity.
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Leverage AI agents throughout the sales process.
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Generate and qualify leads using AI.
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Manage and prioritize opportunities more effectively.
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Use AI capabilities to support sales forecasting and decision-making.
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Apply AI to sales execution and deal management.
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Extend Dynamics 365 Sales using AI and Power Platform tools.
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Design AI-first seller workflows aligned with business requirements.
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Apply governance and responsible AI practices to sales solutions
Audience:
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The course is intended primarily for Business Analysts and Functional Consultants who want to build AI-enhanced sales solutions with Dynamics 365 Sales, Microsoft Copilot, and AI agents. It is particularly relevant for professionals working with sales processes, CRM solutions, lead management, opportunity management, forecasting, and seller productivity.
Prerequisites:
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Basic understanding of CRM systems and familiarity with sales processes are recommended. No formal prerequisites are required.