TrainingBusiness applications / Business ApplicationsAB-210
AB-210Microsoft · authorised trainingLeads to an exam
Accelerate sales pipelines with AI in Dynamics 365
This course covers designing, configuring, and governing AI-enhanced sales solutions in Dynamics 365 Sales, including Copilot and AI agents that support sellers throughout the lead-to-cash process. Participants learn to translate business requirements into practical, AI-first seller workflows that improve productivity and forecasting accuracy. The course also addresses governance standards and responsible AI practices.
- Duration
- 3 days
- Level
- Intermediate
- Provider
- Microsoft
- Topic
- Business applications / Business Applications
Course outline
- 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
- 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
- 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
- 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
Skills you will gain
- Configuring Dynamics 365 Sales with AI features such as Copilot, predictive scoring, and AI agents
- Managing and qualifying leads using the Sales Qualification Agent
- Setting up the product catalog and managing opportunities and sales orders
- Deploying AI agents to research opportunities and accelerate deal closure (Sales Opportunity Agent, Sales Close Agent)
- Analyzing sales performance and forecasting using AI, dashboards, and the Sales Research Agent
- Extending Dynamics 365 Sales with Power Platform tools and Copilot Studio
- Configuring customer engagement through text messaging in Dynamics 365 Sales
Who should attend
- Professionals who want to build AI-enhanced sales solutions using Dynamics 365 Sales, Copilot, and AI agents
- Individuals who want to understand how modern sales teams use AI to manage leads, opportunities, forecasting, and seller productivity
- Learners with a general understanding of sales processes or Dynamics 365 who want to develop skills to translate business requirements into practical, AI-powered sales workflows following governance and responsible AI practices
Prerequisites
- General understanding of sales processes or Dynamics 365
Certification
Exam
AB-210 - Microsoft Certified: Dynamics 365 Sales AI Consultant Associate
This course prepares you for this exam.
3200 PLN
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