AB-210 : Accelerate sales pipelines with AI in Dynamics 365

AB-210 : Accelerate sales pipelines with AI in Dynamics 365


  Intermediate

Regular Price : $1800.00
Offer Price :$1499.00

Course 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 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.

Course Outline

Learning Path 1: Configure Dynamics 365 Sales for AI-powered selling

  • 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

Learning Path 2: Generate and qualify leads using AI in 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

Learning Path 3: Win deals with AI-powered sales execution 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

Learning Path 4: Extend Dynamics 365 Sales with AI and Power Platform tools

  • Get started with the Dynamics 365 Sales mobile app

  • Use Microsoft 365 services with Sales

  • Extend Dynamics 365 apps with Power Platform and Copilot Studio

Course Objectives

By the end of this course, learners will be able to:

 

  • Design and configure AI-powered sales solutions using Dynamics 365 Sales. 

  • Implement and manage Microsoft Copilot capabilities within sales processes. 

  • Configure and govern AI agents that support seller productivity and customer engagement.

  • Automate and optimize the lead-to-cash lifecycle using AI-driven workflows.

  • Improve lead qualification, opportunity management, and sales forecasting using AI insights

  • Implement collaboration and seller productivity features within Dynamics 365 Sales.

  • Apply governance, security, and responsible AI practices in sales solutions.

  • Align AI-enhanced sales processes with organizational revenue and business goals.

Pre-requisites

Before taking this course, learners should have:

 

  • A general understanding of sales processes and seller workflows. 

  • Familiarity with Dynamics 365 Sales or CRM concepts. 

  • Knowledge of interpreting organizational sales processes and customer engagement workflows. 

  • Basic experience with model-driven apps in Microsoft Power Platform (recommended).

  • Basic experience building Power Automate cloud flows (recommended).

  • No advanced technical or development background is required, although familiarity with CRM systems and business applications is beneficial.

Upcoming Schedules

Start Date End Date Delivery Location Details
8/24/2026 8/26/2026 Online(9 to 5 EST) Register
10/5/2026 10/7/2026 Online(9 to 5 EST) Register
11/16/2026 11/18/2026 Online(9 to 5 EST) Register
12/28/2026 12/30/2026 Online(9 to 5 EST) Register
For any custom schedule, please email us at info@gtechlearn.com or Call us at 1-844-355-9898(Toll Free - North America) or 1800 212 9096 (Toll Free - India)


This course includes:

  • Official MS Learn Courseware
  • Exam Preps
  • Achievement Badge from Microsoft
  • Course Completion Certificate
  • Post Training Support
  • Experienced & Certified Instructors
  • Train from AnyWhere
  • Interactive Hands-On Labs
  • Personalized Learning Plans
  • Flexible Scheduling
  • Accredited Training
  • Cost-Effective Pricing

  • Need an expert opinion? Contact us today!    CONTACT US NOW