Description
Duration: 3 days
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.
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. 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.
Certification Exam
This course prepares you for the AB-210 certification exam (Microsoft Certified: Dynamics 365 Sales AI Consultant Associate). An exam voucher can be added at registration.
What’s included?
- Authorized Courseware
- Intensive Hands on Skills Development with an Experienced Subject Matter Expert
- Hands on practice on real Servers and extended lab support 1.800.482.3172
- Examination Vouchers & Onsite Certification Testing – (excluding Adobe and PMP Boot Camps)
- Academy Code of Honor: Test Pass Guarantee
- Optional: Package for Hotel Accommodations, Lunch and Transportation
With several convenient training delivery methods offered, The Code Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Code Academy for an engaging and effective learning experience.
Methods
- Instructor Led (the best training format we offer)
- Live Online Classroom – Online Instructor Led
- Self-Paced Video
Speak to an Admissions Representative for complete details
| Start | Finish | Public Price | Public Enroll | Private Price | Private Enroll |
|---|---|---|---|---|---|
| 9/28/2026 | 9/30/2026 | ||||
| 10/19/2026 | 10/21/2026 | ||||
| 11/9/2026 | 11/11/2026 | ||||
| 11/30/2026 | 12/2/2026 | ||||
| 12/21/2026 | 12/23/2026 | ||||
| 1/11/2027 | 1/13/2027 | ||||
| 2/1/2027 | 2/3/2027 | ||||
| 2/22/2027 | 2/24/2027 | ||||
| 3/15/2027 | 3/17/2027 | ||||
| 4/5/2027 | 4/7/2027 | ||||
| 4/26/2027 | 4/28/2027 | ||||
| 5/17/2027 | 5/19/2027 | ||||
| 6/7/2027 | 6/9/2027 | ||||
| 6/28/2027 | 6/30/2027 | ||||
| 7/19/2027 | 7/21/2027 | ||||
| 8/9/2027 | 8/11/2027 | ||||
| 8/30/2027 | 9/1/2027 | ||||
| 9/20/2027 | 9/22/2027 |
Learning Objectives
- 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
Course Outline
Module 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
Module 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
Module 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
Module 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 model-driven apps and Microsoft Dataverse
- Extend Dynamics 365 apps with Power Platform and Copilot Studio
