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Accelerate sales pipelines with AI in Dynamics 365
Duration
3 Days
Course
MOC-AB-210T00-A
Available Formats
Classroom Training, Online Training
Course Description
Overview
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
After completing this course, you will be able to:
- Describe how AI capabilities in Dynamics 365 customer engagement apps transform customer interactions and business outcomes.
- Explain how Copilot, predictive features, and intelligent automation enhance each customer engagement application.
- Identify how Dynamics 365 customer engagement apps integrate with Power Platform and finance and operations apps to create end-to-end intelligent solutions.
Audience
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
- Basic understanding of Dynamics 365 Sales
- Knowledge of AI-driven tools in sales
- understanding of Dynamics 365 Sales
- Familiarity with Microsoft Power Platform
- Experience with Microsoft 365 services
Topics
- Configure Dynamics 365 Sales for AI-powered selling
- Transform customer experiences with AI in Dynamics 365 apps
- Discover Dynamics 365 Sales as an AI-powered sales solution
- Set up and configure Dynamics 365 Sales
- Generate and qualify leads using AI in Dynamics 365 Sales
- Nurture and generate leads in Dynamics 365 Sales
- Qualify leads using the Sales Qualification Agent in Dynamics 365 Sales
- Engage with customers through text messages in Dynamics 365 Sales
- Win deals with AI-powered sales execution in Dynamics 365 Sales
- Set up the product catalog in Dynamics 365 Sales
- Manage opportunities and process sales orders in Dynamics 365 Sales
- Close deals using AI agents in Dynamics 365 Sales
- Analyze sales performance using AI, forecasting, and dashboards in Dynamics 365 Sales
- Extend Dynamics 365 Sales with AI and Power Platform tools
- Get started with the Dynamics 365 Sales mobile app
- Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
- Extend Dynamics 365 apps with Power Platform and Copilot Studio
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Self-Paced Training Info
Learn at your own pace with anytime, anywhere training
- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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Please take a moment to fill out this form. We will get back to you as soon as possible.
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