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

Course structure

Module 1: Transform customer experiences with AI in Dynamics 365 apps

• 1.1 Introduction 
• 1.2 Dynamics 365 customer experience apps in an organization’s journey 
• 1.3 Work with the other Dynamics 365 apps as part of a customer engagement solution 
• 1.4 Explore AI components in Dynamics 365 apps 
• 1.5 Use AI responsibly with Dynamics 365 
• 1.6 Summary 

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

• 2.1 Introduction 
• 2.2 Design an AI-driven sales strategy 
• 2.3 Navigate in Dynamics 365 Sales 
• 2.4 Manage customers 
• 2.5 Copilot in Dynamics 365 Sales 
• 2.6 Use agents in Dynamics 365 Sales 
• 2.7 Summary 

Module 3: Set up and configure Dynamics 365 Sales

• 3.1 Introduction 
• 3.2 Prepare for your Dynamics 365 Sales deployment 
• 3.3 Set up security roles 
• 3.4 Set up and configure the application 
• 3.5 Configure collaboration features 
• 3.6 Configure Copilot in Sales 
• 3.7 Set up AI features in the Dynamics 365 AI Hub 
• 3.8 Configure intelligence features 
• 3.9 Configure the sales accelerator 
• 3.10 Summary 

Module 4: Nurture and generate leads in Dynamics 365 Sales

• 4.1 Introduction 
• 4.2 Explore leads in Dynamics 365 Sales 
• 4.3 Manage the lead lifecycle 
• 4.4 Prioritize leads with predictive scoring 
• 4.5 Use Copilot with leads 
• 4.6 Summary 

Module 5: Qualify leads using the Sales Qualification Agent in Dynamics 365 Sales

• 5.1 Introduction 
• 5.2 Get started with the Sales Qualification Agent 
• 5.3 Configure the Sales Qualification Agent 
• 5.4 Troubleshoot and monitor the Sales Qualification Agent 
• 5.5 Interpret agent actions on leads 
• 5.6 Summary 

Module 6: Engage with customers through text messages in Dynamics 365 Sales

• 6.1 Introduction 
• 6.2 Set up the text messaging provider 
• 6.3 Edit phone numbers 
• 6.4 Add a text message option to custom forms 
• 6.5 Manage text message conversations 
• 6.6 Summary 

Module 7: Set up the product catalog in Dynamics 365 Sales

• 7.1 Introduction 
• 7.2 Explore the product catalog 
• 7.3 Define products, families, and bundles 
• 7.4 Configure price lists and discounts 
• 7.5 Manage catalog settings 
• 7.6 Summary 

Module 8: Manage opportunities and process sales orders in Dynamics 365 Sales

• 8.1 Introduction 
• 8.2 Explore opportunities in Dynamics 365 Sales 
• 8.3 Manage the opportunity lifecycle 
• 8.4 Add products and configure pricing 
• 8.5 Use Copilot with opportunities 
• 8.6 Process quotes, orders, and invoices 
• 8.7 Summary 

Module 9: Close deals using AI agents in Dynamics 365 Sales

• 9.1 Introduction 
• 9.2 Get started with opportunity AI agents 
• 9.3 Configure the Sales Opportunity Agent 
• 9.4 Configure the Sales Close Agent 
• 9.5 Monitor and interpret agent insights 
• 9.6 Summary 

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

• 10.1 Introduction 
• 10.2 Explore the Sales Research Agent 
• 10.3 Configure the Sales Research Agent 
• 10.4 Configure predictive sales forecasting 
• 10.5 Build and manage sales forecasts 
• 10.6 Explore dashboards and reporting tools 
• 10.7 Set and track sales goals 
• 10.8 Summary 

Module 11: Get started with the Dynamics 365 Sales mobile app

• 11.1 Introduction 
• 11.2 Deploy the mobile app 
• 11.3 Use the mobile app 
• 11.4 Manage records 
• 11.5 Customize form views 
• 11.6 Set up push notifications 
• 11.7 Summary 

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

• 12.1 Introduction 
• 12.2 Set up mailboxes 
• 12.3 Server-side sync 
• 12.4 Document management options 
• 12.5 Document management 
• 12.6 Deploy the app for Outlook 
• 12.7 Set up Dynamics 365 App for Outlook 
• 12.8 Integrate with Microsoft Teams 
• 12.9 Summary 

Module 13: Extend Dynamics 365 apps with Power Platform and Copilot Studio

• 13.1 Introduction 
• 13.2 Extend Dynamics 365 with Copilot Studio agents 
• 13.3 Evaluate AI data connectivity options with MCP 
• 13.4 Streamline workflows with Power Automate 
• 13.5 Embed custom experiences with Power Apps 
• 13.6 Surface contextual insights with Power BI 
• 13.7 Enable customer portals with Power Pages 
• 13.8 Summary