Overview
This AB-210T00: Accelerate sales pipelines with AI in Dynamics 365 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.
Why Choose KORNERSTONE
- Accredited, practitioner-led, expert certificate trainers to provide high quality training
- Official training material included
- Practical, scenario-based learning – focus on application, not just theory
- Excellent Passing Rate
Skills Covered
- Configure Dynamics 365 Sales for AI-powered selling
- Generate and qualify leads using AI in Dynamics 365 Sales
- Win deals with AI-powered sales execution in Dynamics 365 Sales
- Extend Dynamics 365 Sales with AI and Power Platform tools
Prerequisites
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.
Target Audience
- 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.
Course Curriculum
Module 1: Configure Dynamics 365 Sales for AI-powered selling
Learn how to leverage AI-powered features in Dynamics 365 Sales to empower sellers and accelerate sales pipelines. This learning path covers tools like Copilot, AI agents, and the Dynamics 365 AI Hub to help your teams work smarter and build stronger customer relationships. Gain practical skills in configuring and optimizing Dynamics 365 Sales for your organization.
- 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
Module 2: Generate and qualify leads using AI in Dynamics 365 Sales
Learn how to configure lead management and automate lead qualification in Dynamics 365 Sales. Explore predictive lead scoring, AI-powered insights, and text messaging tools to prioritize and engage with the right leads effectively. Master the Sales Qualification Agent to streamline lead research and handoff processes.
- 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
Module 3: Win deals with AI-powered sales execution in Dynamics 365 Sales
Closing deals takes more than a good pitch. In this learning path, you build the foundation sellers need to work efficiently in Dynamics 365 Sales, from setting up a product catalog and managing the full opportunity lifecycle, to deploying AI agents that monitor pipeline risks and follow up with customers automatically. You also configure forecasting and analytics tools so your team can spot revenue trends before the quarter ends.
- 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
Module 4: Extend Dynamics 365 Sales with AI and Power Platform tools
Discover how to enhance Dynamics 365 Sales by integrating it with AI-driven tools and Power Platform capabilities. Learn to use the Dynamics 365 Sales mobile app, leverage Microsoft 365 services with model-driven apps, and extend Dynamics 365 applications using Power Automate, Power Apps, Power BI, and Copilot Studio.
- Get started with the Dynamics 365 Sales mobile app
- Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
- Extend Dynamics 365 apps with Power Platform and Copilot Studio
Dates & Locations
Exam & Certification
Microsoft Certified: Dynamics 365 Sales AI Consultant Associate.
This certification validates your ability to design and implement AI‑enhanced sales solutions in Dynamics 365 Sales that support intelligent seller workflows across the lead‑to‑cash process.
- Level: Intermediate
- Product: Sales
- Role: Business Analyst, Functional Consultant
- Subject: Artificial intelligence
