Popular Searches
Popular Brand and Topics
AB-210T00: Accelerate sales pipelines with AI in Dynamics 365
5 Based on 213 reviews- 194,496 Learners
- 287 Courses
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. Request More Info
Upcoming Class Schedule
$1,895.00
Dec 07 - Dec 09, 2026
9:00 AM - 5:00 PM Eastern- VILT
Virtual Instructor-Led Training
3 days / 24 hours
Who should attend AB-210T00: Accelerate sales pipelines with AI in Dynamics 365 Course
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.
AB-210T00: Accelerate sales pipelines with AI in Dynamics 365 Course Outline
- 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
- 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
- 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
- Explore leads in Dynamics 365 Sales
- Manage the lead lifecycle
- Prioritize leads with predictive scoring
- Use Copilot with leads
- Module assessment
- Get started with the Sales Qualification Agent
- Configure the Sales Qualification Agent
- Troubleshoot and monitor the Sales Qualification Agent
- Interpret agent actions on leads
- Set up the text messaging provider
- Edit phone numbers
- Add a text message option to custom forms
- Manage text message conversations
- Module assessment
- Explore the product catalog
- Define products, families, and bundles
- Configure price lists and discounts
- Manage catalog settings
- Explore opportunities in Dynamics 365 Sales
- Manage the opportunity lifecycle
- Add products and configure pricing
- Use Copilot with opportunities
- Process quotes, orders, and invoices
- Get started with opportunity AI agents
- Configure the Sales Opportunity Agent
- Configure the Sales Close Agent
- Monitor and interpret agent insights
- 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
- Deploy the mobile app
- Use the mobile app
- Manage records
- Customize form views
- Set up push notifications
- 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
- 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
