{"product_id":"accelerate-sales-pipelines-with-ai-in-dynamics-365-ab-210","title":"Accelerate sales pipelines with AI in Dynamics 365 (AB-210)","description":"\u003cdiv\u003e\u003cp\u003eThis 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.\u003c\/p\u003e\u003c\/div\u003e\u003cdiv\u003e\n\u003ch3\u003eAccelerate sales pipelines with AI in Dynamics 365 (AB-210) Benefits\u003c\/h3\u003e\n\u003cul\u003e\u003cli\u003e\n\u003cp\u003e\u003cb\u003eCourse Benefits\u003c\/b\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHelps sales and business application teams apply AI across the lead-to-cash process\u003c\/li\u003e\n\u003cli\u003eBuilds practical skills with Dynamics 365 Sales, Copilot, and AI agent capabilities\u003c\/li\u003e\n\u003cli\u003eSupports better lead qualification, opportunity management, forecasting, and seller productivity\u003c\/li\u003e\n\u003cli\u003eHelps teams configure AI-powered workflows that align to sales processes and revenue goals\u003c\/li\u003e\n\u003cli\u003ePrepares learners for the Microsoft Certified: Dynamics 365 Sales AI Consultant Associate certification\u003c\/li\u003e\n\u003cli\u003eProvides hands-on experience configuring sales features, agents, dashboards, and Power Platform extensions\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003ePrerequisites\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eLearners should have a general understanding of sales processes or Dynamics 365 Sales. Microsoft also recommends intermediate-level Microsoft Power Platform configuration experience before taking the related certification exam, along with functional knowledge of sales processes, seller experiences, model-driven apps, and Power Automate cloud flows\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eExam Information\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003ca href=\"https:\/\/learn.microsoft.com\/en-us\/credentials\/certifications\/d365-sales-ai-consultant-associate\/?practice-assessment-type=certification\" rel=\"follow\"\u003eMicrosoft Certified: Dynamics 365 Sales AI Consultant Associate\u003c\/a\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/li\u003e\u003c\/ul\u003e\n\u003c\/div\u003e\u003cdiv\u003e\u003ch3\u003eAI Sales Pipelines in Dynamics Training Outline\u003c\/h3\u003e\u003c\/div\u003e\u003cdiv\u003e\n\u003ch4\u003eLearning Objectives\u003c\/h4\u003e\n\u003cp\u003e\u003cb\u003eModule 1 - Configuring Dynamics 365 Sales for AI-Powered Selling\u003c\/b\u003e\u003c\/p\u003e\n\u003cp\u003eIn this section, learners build the foundation for AI-powered selling in Dynamics 365 Sales. They explore how Dynamics 365 customer engagement apps support modern sales processes, how Dynamics 365 Sales uses AI agents and Copilot, and how to configure key Sales settings for an AI-enabled sales environment.\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eTransform customer experiences with AI in Dynamics 365 apps\u003c\/b\u003e\u003c\/p\u003e\n\u003cul type=\"disc\"\u003e\n\u003cli\u003eExplore Dynamics 365 customer engagement apps\u003c\/li\u003e\n\u003cli\u003eUnderstand how Copilot and AI agents support customer-facing teams\u003c\/li\u003e\n\u003cli\u003eReview how AI can improve sales, service, contact center, and customer insights workflows\u003c\/li\u003e\n\u003cli\u003eIdentify opportunities to automate routine work and act on customer insights\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eDiscover Dynamics 365 Sales as an AI-powered sales solution\u003c\/b\u003e\u003c\/p\u003e\n\u003cul type=\"disc\"\u003e\n\u003cli\u003eExplore how Dynamics 365 Sales supports modern sellers\u003c\/li\u003e\n\u003cli\u003eUnderstand the role of AI agents, Copilot, and automation\u003c\/li\u003e\n\u003cli\u003eIdentify how AI helps sellers prioritize work and close more deals\u003c\/li\u003e\n\u003cli\u003eReview AI-enabled sales productivity scenarios\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eSet up and configure Dynamics 365 Sales\u003c\/b\u003e\u003c\/p\u003e\n\u003cul type=\"disc\"\u003e\n\u003cli\u003eConfigure the Dynamics 365 Sales application\u003c\/li\u003e\n\u003cli\u003eReview licensing and security roles\u003c\/li\u003e\n\u003cli\u003eConfigure intelligence features and Copilot capabilities\u003c\/li\u003e\n\u003cli\u003eExplore the Dynamics 365 AI Hub and agent configuration options\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003e \u003c\/b\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eModule 2 - Generating and Qualifying Leads with AI\u003c\/b\u003e\u003c\/p\u003e\n\u003cp\u003eIn this section, learners configure lead management and use AI to prioritize and qualify leads more effectively. They explore lead creation, lead nurturing, predictive scoring, Copilot insights, text messaging, and the Sales Qualification Agent.\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eNurture and generate leads in Dynamics 365 Sales\u003c\/b\u003e\u003c\/p\u003e\n\u003cul type=\"disc\"\u003e\n\u003cli\u003eConfigure lead management in Dynamics 365 Sales\u003c\/li\u003e\n\u003cli\u003eCapture, nurture, and prioritize leads\u003c\/li\u003e\n\u003cli\u003eUse Customer Insights integration for lead creation\u003c\/li\u003e\n\u003cli\u003eConfigure predictive lead scoring\u003c\/li\u003e\n\u003cli\u003eUse Copilot insights to help sellers focus on the right leads\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eQualify leads using the Sales Qualification Agent in Dynamics 365 Sales\u003c\/b\u003e\u003c\/p\u003e\n\u003cul type=\"disc\"\u003e\n\u003cli\u003eConfigure and deploy the Sales Qualification Agent\u003c\/li\u003e\n\u003cli\u003eUse AI to research and evaluate incoming leads\u003c\/li\u003e\n\u003cli\u003eCompare research-only and full automation modes\u003c\/li\u003e\n\u003cli\u003eInterpret AI-generated insights on lead records\u003c\/li\u003e\n\u003cli\u003eMonitor and tune agent performance over time\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eEngage with customers through text messages in Dynamics 365 Sales\u003c\/b\u003e\u003c\/p\u003e\n\u003cul type=\"disc\"\u003e\n\u003cli\u003eConfigure text messaging capabilities\u003c\/li\u003e\n\u003cli\u003eUse SMS to engage prospects and customers\u003c\/li\u003e\n\u003cli\u003eSupport faster seller follow-up\u003c\/li\u003e\n\u003cli\u003eTrack customer communication within Dynamics 365 Sales\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003e \u003c\/b\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eModule 3 - Winning Deals with AI-Powered Sales Execution\u003c\/b\u003e\u003c\/p\u003e\n\u003cp\u003eIn this section, learners configure the tools sellers need to manage opportunities, build consistent pricing, monitor pipeline health, and close deals faster. Learners work with product catalogs, opportunity records, sales orders, AI agents, forecasting, dashboards, and pipeline analytics.\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSet up the product catalog in Dynamics 365 Sales\u003c\/b\u003e\u003c\/p\u003e\n\u003cul type=\"disc\"\u003e\n\u003cli\u003eCreate and manage product catalogs\u003c\/li\u003e\n\u003cli\u003eConfigure products, unit groups, and price lists\u003c\/li\u003e\n\u003cli\u003eSet up consistent pricing for sellers\u003c\/li\u003e\n\u003cli\u003eApply product catalog settings to support efficient selling\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eManage opportunities and process sales orders in Dynamics 365 Sales\u003c\/b\u003e\u003c\/p\u003e\n\u003cul type=\"disc\"\u003e\n\u003cli\u003eConfigure and manage opportunities from creation through closure\u003c\/li\u003e\n\u003cli\u003eAdd products and pricing to opportunities\u003c\/li\u003e\n\u003cli\u003eUse Copilot for opportunity insights and meeting preparation\u003c\/li\u003e\n\u003cli\u003eProcess quotes and orders\u003c\/li\u003e\n\u003cli\u003eCustomize opportunity forms and sales processes\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eClose deals using AI agents in Dynamics 365 Sales\u003c\/b\u003e\u003c\/p\u003e\n\u003cul type=\"disc\"\u003e\n\u003cli\u003eConfigure the Sales Opportunity Agent\u003c\/li\u003e\n\u003cli\u003eConfigure the Sales Close Agent\u003c\/li\u003e\n\u003cli\u003eUse AI agents to monitor pipeline risk\u003c\/li\u003e\n\u003cli\u003eAutomate follow-up activities\u003c\/li\u003e\n\u003cli\u003eSurface next-best actions for sellers\u003c\/li\u003e\n\u003cli\u003eUnderstand agent collaboration and escalation scenarios\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eAnalyze sales performance using AI, forecasting, and dashboards in Dynamics 365 Sales\u003c\/b\u003e\u003c\/p\u003e\n\u003cul type=\"disc\"\u003e\n\u003cli\u003eConfigure forecasting and analytics capabilities\u003c\/li\u003e\n\u003cli\u003eUse dashboards to track sales performance\u003c\/li\u003e\n\u003cli\u003eMonitor pipeline health and revenue trends\u003c\/li\u003e\n\u003cli\u003eApply AI-backed insights to identify risk and opportunity\u003c\/li\u003e\n\u003cli\u003eSupport more accurate sales planning and decision-making\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003e \u003c\/b\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eModule 4 - Extending Dynamics 365 Sales with AI and Power Platform\u003c\/b\u003e\u003c\/p\u003e\n\u003cp\u003eIn this section, learners extend Dynamics 365 Sales using Microsoft 365 services, Power Platform, and Copilot Studio. Learners explore the Dynamics 365 Sales mobile app, Microsoft 365 integrations, Power Automate flows, Power Apps components, Power BI reports, Power Pages, and Copilot Studio agents.\u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eGet started with the Dynamics 365 Sales mobile app\u003c\/b\u003e\u003c\/p\u003e\n\u003cul type=\"disc\"\u003e\n\u003cli\u003eDeploy and use the Dynamics 365 Sales mobile app\u003c\/li\u003e\n\u003cli\u003eManage records from mobile devices\u003c\/li\u003e\n\u003cli\u003eCustomize form views\u003c\/li\u003e\n\u003cli\u003eConfigure push notifications\u003c\/li\u003e\n\u003cli\u003eSupport sellers working on the go\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eUse Microsoft 365 services with model-driven apps and Microsoft Dataverse\u003c\/b\u003e\u003c\/p\u003e\n\u003cul type=\"disc\"\u003e\n\u003cli\u003eIntegrate Microsoft 365 services with Dynamics 365 and Dataverse\u003c\/li\u003e\n\u003cli\u003eConfigure email and server-side synchronization\u003c\/li\u003e\n\u003cli\u003eUse SharePoint for document management\u003c\/li\u003e\n\u003cli\u003eDeploy and tailor the Dynamics 365 App for Outlook\u003c\/li\u003e\n\u003cli\u003eSupport collaboration through Microsoft Teams\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cb\u003eExtend Dynamics 365 apps with Power Platform and Copilot Studio\u003c\/b\u003e\u003c\/p\u003e\n\u003cul type=\"disc\"\u003e\n\u003cli\u003eCreate Power Automate flows for sales automation\u003c\/li\u003e\n\u003cli\u003eEmbed Power Apps components and controls\u003c\/li\u003e\n\u003cli\u003eAdd Power BI reports to support analytics\u003c\/li\u003e\n\u003cli\u003eUse Copilot Studio to create AI-powered sales support agents\u003c\/li\u003e\n\u003cli\u003eExtend Dynamics 365 Sales with automation, analytics, portals, and AI\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e","brand":"Microsoft","offers":[{"title":"26AD11US \/ 2026-10-07T09:00:00 \/ Online","offer_id":42918731677776,"sku":"US-8781-IL","price":2785.0,"currency_code":"USD","in_stock":true},{"title":"271A79CN \/ 2027-01-06T09:00:00 \/ Ottawa","offer_id":42918731710544,"sku":"US-8781-IL","price":2785.0,"currency_code":"USD","in_stock":true},{"title":"274C55US \/ 2027-04-07T09:00:00 \/ Herndon, VA","offer_id":42918731743312,"sku":"US-8781-IL","price":2785.0,"currency_code":"USD","in_stock":true},{"title":"277A01CN \/ 2027-07-07T09:00:00 \/ Ottawa","offer_id":42918731776080,"sku":"US-8781-IL","price":2785.0,"currency_code":"USD","in_stock":true}],"url":"https:\/\/kpit-store.instructionforest.com\/products\/accelerate-sales-pipelines-with-ai-in-dynamics-365-ab-210","provider":"Learning Tree International","version":"1.0","type":"link"}