AB-210 : Microsoft Certified Dynamics 365 Sales AI Consultant Associate

• Duration: 3 days

Overview

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 throughout the lead-to-cash process.

Learners will translate business requirements into practical, AI-first seller workflows that improve productivity, forecasting accuracy, customer engagement, and decision-making while aligning with organizational revenue goals, governance standards, and responsible AI practices.

What You’ll Learn

• Configure AI-powered capabilities in Dynamics 365 Sales to enhance seller productivity and accelerate the sales process.
• Implement Microsoft Copilot, AI agents, and Dynamics 365 AI Hub to support intelligent, AI-first sales workflows.
• Configure and optimize lead management using predictive lead scoring, AI-driven insights, and automated qualification processes.
• Use AI-powered tools to prioritize leads, improve customer engagement, and streamline lead handoff.
• Manage the complete sales opportunity lifecycle, including product catalogs, opportunity tracking, and pipeline management.
• Deploy AI agents to monitor pipeline health, automate customer follow-ups, and identify sales risks.
• Configure forecasting and analytics features to improve revenue visibility and support informed decision-making.
• Extend Dynamics 365 Sales using Microsoft Power Platform, including Power Automate, Power Apps, Power BI, and Microsoft Copilot Studio.
• Integrate Dynamics 365 Sales with Microsoft 365 services and mobile capabilities to enhance collaboration and productivity.
• Apply governance, security, and responsible AI practices when designing and implementing AI-enhanced sales solutions.
• Translate business requirements into practical AI-powered sales solutions aligned with organizational sales objectives and revenue goals.

Who Should Attend

This course is designed for professionals who want to develop skills in building AI-enhanced sales solutions using Dynamics 365 Sales, Microsoft Copilot, and AI agents.

It is ideal for:

• Sales and CRM professionals
• Dynamics 365 professionals
• Business analysts and functional consultants
• AI and automation professionals
• Students and IT professionals interested in AI-powered sales solutions
• Professionals involved in sales process optimization and digital transformation

Learners may have a general understanding of sales processes or Dynamics 365 and want to develop the skills required to translate business requirements into practical, AI-powered sales workflows while following governance and responsible AI practices.

Prerequisites

• Basic understanding of CRM systems
• Familiarity with sales processes
• General understanding of business workflows and customer relationship management is beneficial

Curriculum

Module 01: Configure Dynamics 365 Sales for AI-Powered Selling

Learn how to leverage AI-powered capabilities in Dynamics 365 Sales to empower sellers and accelerate sales pipelines.

Topics include:

• Configuring AI-powered capabilities in Dynamics 365 Sales
• Using Microsoft Copilot for sales productivity
• Working with AI agents
• Exploring the Dynamics 365 AI Hub
• Configuring and optimizing Dynamics 365 Sales for organizational requirements
• Supporting AI-first seller workflows and customer relationships

Module 02: Generate and Qualify Leads Using AI in Dynamics 365 Sales

Learn how to configure lead management and automate lead qualification using AI-powered capabilities in Dynamics 365 Sales.

Topics include:

• Configuring lead management
• Predictive lead scoring
• AI-powered lead insights
• Prioritizing and engaging with leads
• Automated lead qualification
• Text messaging capabilities for customer engagement
• Using the Sales Qualification Agent
• Streamlining lead research and handoff processes

Module 03: Win Deals with AI-Powered Sales Execution in Dynamics 365 Sales

Learn how to establish the foundation for efficient sales execution, from product catalog configuration through opportunity management, pipeline monitoring, and forecasting.

Topics include:

• Configuring and managing the product catalog
• Managing the complete opportunity lifecycle
• Tracking and managing sales opportunities
• Deploying AI agents for pipeline monitoring
• Identifying pipeline risks and sales opportunities
• Automating customer follow-ups
• Configuring sales forecasting
• Using analytics to monitor revenue trends
• Supporting data-driven sales decision-making

Module 04: Extend Dynamics 365 Sales with AI and Power Platform Tools

Discover how to extend Dynamics 365 Sales by integrating AI-driven capabilities with Microsoft Power Platform and Microsoft 365 services.

Topics include:

• Using the Dynamics 365 Sales mobile app
• Integrating Microsoft 365 services with model-driven apps
• Extending Dynamics 365 Sales with Power Automate
• Building solutions using Power Apps
• Using Power BI for sales analytics and reporting
• Leveraging Microsoft Copilot Studio
• Integrating AI and automation capabilities into sales workflows
• Enhancing collaboration and seller productivity

Course Outcome

Upon successful completion of this course, learners will be able to:

• Configure AI-powered sales capabilities in Dynamics 365 Sales.
• Implement Microsoft Copilot and AI agents to support seller workflows.
• Manage AI-enhanced lead and opportunity processes.
• Configure sales forecasting and analytics capabilities.
• Extend Dynamics 365 Sales using Microsoft Power Platform.
• Integrate Microsoft 365 and mobile capabilities into sales solutions.
• Apply governance, security, and responsible AI principles.
• Translate business requirements into practical AI-powered Dynamics 365 Sales solutions.