Course
digicode: AB210
Accelerate Sales Pipelines with AI in Dynamics 365 – Intensive Training (AB-210)
AB-210
Course facts
Download as PDF- Understanding the end-to-end customer experience ecosystem supported by Dynamics 365 customer engagement applications
- Leveraging Copilot and AI agents to enhance operational efficiency for sales, customer service, and field technicians
- Adhering to Microsoft’s responsible AI framework to ensure data security and maintain customer trust
- Automating key sales processes – from lead qualification and predictive scoring to opportunity management and deal closure – using autonomous agents
- Managing complex product catalogs by effectively defining product families, bundles, and tiered pricing strategies
- Integrating core productivity tools, including Microsoft Outlook and SharePoint, to streamline workflows and improve data accessibility via Dataverse
- Extending application capabilities by embedding Power Platform features like Power Automate, Power BI, and Power Pages for advanced automation and analytics
- Developing further AI functionality using Copilot Studio and the Model Context Protocol (MCP) to connect Dynamics 365 apps with external AI agents
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 module 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.
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.
3 Win deals with AI-powered sales execution in Dynamics 365 Sales
Closing deals takes more than a good pitch. In this module, 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.
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.
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.
- Basic understanding of Dynamics 365 Sales
- Familiarity with Microsoft Power Platform
- Experience with Microsoft 365 services
- Familiarity with CRM concepts
- Knowledge of AI-driven tools in sales