Training Microsoft

Training goals

code: AB-210T00 | version: A

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.

 

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.

Conspect Show list

  • Configure Dynamics 365 Sales for AI-powered selling
    • Module 1: Transform customer experiences with AI in Dynamics 365 apps
    • Module 2: Discover Dynamics 365 Sales as an AI-powered sales solution
    • Module 3: Set up and configure Dynamics 365 Sales
  • Generate and qualify leads using AI in Dynamics 365 Sales
    • Module 1: Nurture and generate leads in Dynamics 365 Sales
    • Module 2: Qualify leads using the Sales Qualification Agent in Dynamics 365 Sales
    • Module 3: Engage with customers through text messages in Dynamics 365 Sales
  • Win deals with AI-powered sales execution in Dynamics 365 Sales
    • Module 1: Set up the product catalog in Dynamics 365 Sales
    • Module 2: Manage opportunities and process sales orders in Dynamics 365 Sales
    • Module 3: Close deals using AI agents in Dynamics 365 Sales
    • Module 4: Analyze sales performance using AI, forecasting, and dashboards in Dynamics 365 Sales
  • Extend Dynamics 365 Sales with AI and Power Platform tools
    • Module 1: Get started with the Dynamics 365 Sales mobile app
    • Module 2: Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
    • Module 3: Extend Dynamics 365 apps with Power Platform and Copilot Studio
Download conspect training as PDF

Additional information

Prerequisites

No prerequisites specified at the course level. Individual learning paths suggest:

  • Basic understanding of CRM systems
  • Familiarity with sales processes
  • Basic understanding of Dynamics 365 Sales
  • Familiarity with Microsoft Power Platform
Difficulty level
Duration 3 days
Certificate

The participants will obtain certificates signed by Microsoft (course completion).

This course will help prepare you for the Microsoft Certified: Dynamics 365 Sales AI Consultant Associate certification, which is available through the Pearson VUE test centers.

Trainer

Microsoft Certified Trainer (MCT)

Other training Microsoft | Business Applications

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