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$1,895USD
Duration 3 days
Course Code AB-210T00
Available Formats Classroom

Overview

Course Description

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.

Audience Profile

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.

Course Details

Course Details

Outline

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

Schedule

FAQ

How do I get a Microsoft exam voucher?

Pearson Vue Exam vouchers can be requested and ordered with your course purchase.

  • Vouchers are non-refundable and non-returnable. Vouchers expire 12 months from the date they are issued unless otherwise specified in the terms and conditions.
  • Voucher expiration dates cannot be extended. The exam must be taken by the expiration date printed on the voucher.

Do Microsoft courses come with post lab access?

Most Microsoft official courses will include post-lab access ranging from 30 to 180 calendar days after instructor led course delivery. A lab training key in class will be provided that can be leveraged to continue connecting to a remote lab environment for the individual course attendee.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour-long after 3-3.5 hours of the class day.

What languages are used to deliver training?

Microsoft courses are conducted in English unless otherwise specified.

Reviews

I thought the course was informative and the tools to go over the material were very nice.

I was very satisfied about how the course was organized. Sean Did a very good work

The course was informative, and I learnt a new skill. The instructor was up to the point.

The labs and course material gave me valuable insights into cloud security architecture

The instructor was thorough and they also provided hands-on demonstrations with labs.