Course
digicode: AB6X3
Introduction to Sales in Dynamics 365 – Intensive Training (AB-6003)
AB-6003
Course facts
Download as PDF- Utilizing Dynamics 365 apps to navigate, manage activities, and build integrated solutions
- Leveraging Customer Insights – Journeys to automate lead generation via trigger or segment-based campaigns
- Optimizing lead-to-opportunity workflows using AI-driven lead scoring, qualification, and research agents
- Employing autonomous agents like the Sales Close Agent to manage research, engagement, and objection handling
- Enhancing productivity with Microsoft 365 Copilot, providing meeting summaries, personalized outreach, and deal insights
- Applying Customer Insights – Data to unify profiles and generate actionable measures, segments, and risk predictions
- Improving pipeline and forecasting accuracy using AI-driven analytics, anomaly detection, and real-time visibility
- Tailoring Dynamics 365 capabilities with Microsoft Power Platform to meet specific reporting and integration needs
You will also learn to unify profiles, tailor personalized customer journeys with AI-assisted Dynamics 365 Customer Insights, and improve selling efficiency through AI-driven Sales features within Dynamics 365 Sales.
1 Describe the foundations of Dynamics 365 customer engagement apps
Explore Dynamics 365 customer engagement apps to understand their features, integration capabilities, and tools for better customer interaction.
2 Explore lead generation in Dynamics 365
Explore lead generation and nurturing capabilities in Dynamics 365 Customer Insights - Journeys, including segments, emails, forms, journeys, and event management.
3 Explore lead qualification in Dynamics 365
Explore how Dynamics 365 Sales supports lead qualification, AI-assisted prospecting, and seller productivity with the Sales Qualification Agent, work list, sequences, Copilot, and LinkedIn Sales Navigator.
4 Identify customer needs and explore relationships in Dynamics 365
This module explores how AI-powered capabilities in Dynamics 365 Sales help sellers identify customer needs, communicate with stakeholders consistently, and keep every deal moving at the right pace using the Sales Close Agent, Sales Research Agent, Copilot in Microsoft 365, the Focused View, and Microsoft Teams.
5 Explore how to negotiate deal terms and address objections in Dynamics 365 Sales
This module examines how Dynamics 365 Sales and its integrated AI tools support sellers through the negotiation phase, including Copilot opportunity scoring, the product catalog, the Sales Close Agent, the Sales Research Agent, and Microsoft 365 Copilot.
6 Describe how to close customer deals in Dynamics 365
Explore how Dynamics 365 Sales AI agents and Microsoft 365 Copilot support sellers during the critical closing phase of the sales process through deal intelligence, automated coordination, risk monitoring, and team collaboration.
7 Describe sales account management in Dynamics 365
This module introduces you to sales account management capabilities in Dynamics 365, including Customer Insights – Data, unified customer profiles, measures, segments, predictions, and how Copilot and the Sales Research Agent support proactive account management.
8 Explore forecasting, pipeline management, and analytics in Dynamics 365 Sales
This module explores the forecasting and analytics capabilities of Dynamics 365 Sales, including pipeline management, Relationship Intelligence, AI agents, and Copilot-driven insights.
9 Describe shared capabilities in Dynamics 365 customer engagement apps
Examine integration, AI-driven tools, and customization features for tailoring Dynamics 365 customer engagement apps to business requirements.
This course is designed for professionals who aim to enhance and automate business processes using Dynamics 365 customer engagement apps, while leveraging native interconnectivity with Microsoft 365. It is ideal for those looking to unify profiles, create personalized customer journeys with AI-assisted Dynamics 365 Customer Insights, and improve selling efficiency through AI-driven Sales features.
- Basic knowledge of Dynamics 365 applications
- Familiarity with Microsoft 365 applications including Teams and Power Platform
- Understanding of general sales process and CRM concepts