Microsoft Private

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

3 days

Learn to design, configure, and govern AI-powered sales solutions with Dynamics 365 Sales, Microsoft Copilot, and AI agents across the sales process responsibly

Talk to a Learning Consultant Request a Private Class

Register or Request Training

Course Overview

Learn to design, configure, and govern AI-enhanced sales solutions using Dynamics 365 Sales, Microsoft Copilot, and AI agents. This course covers AI-first workflows across the lead-to-cash process, helping sellers improve productivity, forecasting accuracy, and decision-making while supporting revenue goals, governance standards, and responsible AI practices.

This course is designed for professionals who want to use AI to manage leads, opportunities, sales orders, forecasting, and seller productivity in Dynamics 365 Sales.

Course Benefits

Design an AI-driven sales strategy using Dynamics 365 Sales.
Configure Dynamics 365 Sales, security roles, collaboration tools, Copilot, intelligence features, and the sales accelerator.
Manage and prioritize leads using predictive scoring, Copilot, and the Sales Qualification Agent.
Configure product catalogs, pricing, opportunities, quotes, orders, and invoices.
Use AI agents to support opportunity management, deal closure, and sales research.
Configure forecasting, dashboards, reporting tools, and sales goals.
Integrate Dynamics 365 Sales with Microsoft 365 services, Outlook, and Microsoft Teams.
Extend Dynamics 365 with Copilot Studio and Power Platform services.
Apply governance and responsible AI practices to AI-enhanced sales solutions.

Delivery Methods

Private Class
Delivered for your team at your site or online.

Microsoft Certified Partner

Webucator is a Microsoft Certified Partner. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Course Outline

Transform customer experiences with AI in Dynamics 365 apps
1. Dynamics 365 customer experience apps in an organization’s journey
2. Work with other Dynamics 365 apps as part of a customer engagement solution
3. Explore AI components in Dynamics 365 apps
4. Use AI responsibly with Dynamics 365
5. Module assessment
Discover Dynamics 365 Sales as an AI-powered sales solution
1. Design an AI-driven sales strategy
2. Navigate in Dynamics 365 Sales
3. Manage customers
4. Use Copilot in Dynamics 365 Sales
5. Use agents in Dynamics 365 Sales
6. Module assessment
Set up and configure Dynamics 365 Sales
1. Prepare for your Dynamics 365 Sales deployment
2. Set up security roles
3. Set up and configure the application
4. Configure collaboration features
5. Configure Copilot in Sales
6. Set up AI features in the Dynamics 365 AI Hub
7. Configure intelligence features
8. Configure the sales accelerator
9. Module assessment
Nurture and generate leads in Dynamics 365 Sales
1. Explore leads in Dynamics 365 Sales
2. Manage the lead lifecycle
3. Prioritize leads with predictive scoring
4. Use Copilot with leads
5. Module assessment
Qualify leads using the Sales Qualification Agent in Dynamics 365 Sales
1. Get started with the Sales Qualification Agent
2. Configure the Sales Qualification Agent
3. Troubleshoot and monitor the Sales Qualification Agent
4. Interpret agent actions on leads
Engage with customers through text messages in Dynamics 365 Sales
1. Set up the text messaging provider
2. Edit phone numbers
3. Add a text message option to custom forms
4. Manage text message conversations
5. Module assessment
Set up the product catalog in Dynamics 365 Sales
1. Explore the product catalog
2. Define products, families, and bundles
3. Configure price lists and discounts
4. Manage catalog settings
Manage opportunities and process sales orders in Dynamics 365 Sales
1. Explore opportunities in Dynamics 365 Sales
2. Manage the opportunity lifecycle
3. Add products and configure pricing
4. Use Copilot with opportunities
5. Process quotes, orders, and invoices
Close deals using AI agents in Dynamics 365 Sales
1. Get started with opportunity AI agents
2. Configure the Sales Opportunity Agent
3. Configure the Sales Close Agent
4. Monitor and interpret agent insights
Analyze sales performance using AI, forecasting, and dashboards in Dynamics 365 Sales
1. Explore the Sales Research Agent
2. Configure the Sales Research Agent
3. Configure predictive sales forecasting
4. Build and manage sales forecasts
5. Explore dashboards and reporting tools
6. Set and track sales goals
7. Module assessment
Get started with the Dynamics 365 Sales mobile app
1. Deploy the mobile app
2. Use the mobile app
3. Manage records
4. Customize form views
5. Set up push notifications
Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
1. Set up mailboxes
2. Configure server-side synchronization
3. Explore document management options
4. Manage documents
5. Deploy the app for Outlook
6. Set up Dynamics 365 App for Outlook
7. Integrate with Microsoft Teams
Extend Dynamics 365 apps with Power Platform and Copilot Studio
1. Extend Dynamics 365 with Copilot Studio agents
2. Evaluate AI data connectivity options with MCP
3. Streamline workflows with Power Automate
4. Embed custom experiences with Power Apps
5. Surface contextual insights with Power BI
6. Enable customer portals with Power Pages
7. Module assessment

Class Materials

Each student receives a comprehensive set of materials, including course notes and all class examples.

Class Prerequisites

Experience in the following would be useful for this Dynamics 365 class:

A general understanding of sales processes or Dynamics 365 is useful but not required.

Have questions about this course?

We can help with curriculum details, delivery options, pricing, or anything else. Reach out and we’ll point you in the right direction.

Talk to a Learning Consultant