AB-210T00: Accelerate sales pipelines with AI in Dynamics 365

Price
$1,895.00 USD

Duration
3 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

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.

Who Should Attend?

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.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
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  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Learning Credits: Learning Credits can be purchased well in advance of your training date to avoid having to commit to specific courses or dates. Learning Credits allow you to secure your training budget for an entire year while eliminating the administrative headache of paying for individual classes. They can also be redeemed for a full year from the date of purchase. If you have previously purchased a Learning Credit agreement with New Horizons, you may use a portion of your agreement to pay for this class.

If you have questions about Learning Credits, please contact your Account Manager.

Corporate Tech Pass: Our Corporate Tech Pass includes unlimited attendance for a single person, in the following Virtual Instructor Led course types: Microsoft Office, Microsoft Technical, CompTIA, Project Management, SharePoint, ITIL, Certified Ethical Hacker, Certified Hacking Forensics Investigator, Java, Professional Development Courses and more. The full list of eligible course titles can be found at https://www.newhorizons.com/eligible.

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Agenda

1 - Transform customer experiences with AI in Dynamics 365 apps

  • 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

2 - Discover Dynamics 365 Sales as an AI-powered sales solution

  • 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

3 - Set up and configure Dynamics 365 Sales

  • 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

4 - Nurture and generate leads in Dynamics 365 Sales

  • Explore leads in Dynamics 365 Sales
  • Manage the lead lifecycle
  • Prioritize leads with predictive scoring
  • Use Copilot with leads
  • Module assessment

5 - Qualify leads using the Sales Qualification Agent in Dynamics 365 Sales

  • Get started with the Sales Qualification Agent
  • Configure the Sales Qualification Agent
  • Troubleshoot and monitor the Sales Qualification Agent
  • Interpret agent actions on leads

6 - Engage with customers through text messages in Dynamics 365 Sales

  • Set up the text messaging provider
  • Edit phone numbers
  • Add a text message option to custom forms
  • Manage text message conversations
  • Module assessment

7 - Set up the product catalog in Dynamics 365 Sales

  • Explore the product catalog
  • Define products, families, and bundles
  • Configure price lists and discounts
  • Manage catalog settings

8 - Manage opportunities and process sales orders in Dynamics 365 Sales

  • Explore opportunities in Dynamics 365 Sales
  • Manage the opportunity lifecycle
  • Add products and configure pricing
  • Use Copilot with opportunities
  • Process quotes, orders, and invoices

9 - Close deals using AI agents in Dynamics 365 Sales

  • Get started with opportunity AI agents
  • Configure the Sales Opportunity Agent
  • Configure the Sales Close Agent
  • Monitor and interpret agent insights

10 - Analyze sales performance using AI, forecasting, and dashboards in Dynamics 365 Sales

  • 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

11 - Get started with the Dynamics 365 Sales mobile app

  • Deploy the mobile app
  • Use the mobile app
  • Manage records
  • Customize form views
  • Set up push notifications

12 - Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

  • 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

13 - Extend Dynamics 365 apps with Power Platform and Copilot Studio

  • 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
 

Upcoming Class Dates and Times

Sept 14,15,16
8:00 AM - 4:00 PM
ENROLL $1,895.00 USD
Dec 7,8,9
8:00 AM - 4:00 PM
ENROLL $1,895.00 USD
CourseID: 3606927E
 



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