“The Microsoft Fabric implementation program gave our data engineering team a structured path from legacy pipelines to a modern lakehouse architecture.”
Microsoft Official Curriculum
Accelerate sales pipelines with AI in Dynamics 365
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.
Duration
3 days
Level
Intermediate
Format
Virtual, On-site, or Hybrid
Language
English
Microsoft
Microsoft Dynamics 365 & Power Platform SolutionsAccelerate sales pipelines with AI in Dynamics 365
Dynamics Sales
On this page
Ideal for
Audience Profile
Built for these roles
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.
Overview
Executive overview
Official Microsoft Learn-aligned instructor-led program for Accelerate sales pipelines with AI in Dynamics 365.
Readiness
Prerequisites
- Relevant foundational experience in the target technology area.
- Comfort with hands-on labs in a cloud or GPU-accelerated environment.
Program Outcomes
Capabilities your teams will gain
Strengthen capability in microsoft dynamics 365 & power platform solutions scenarios
Strengthen capability in dynamics sales scenarios
Strengthen capability in role-based scenarios
Curriculum
Curriculum roadmap
Microsoft Dynamics 365 & Power Platform Solutions
Dynamics Sales
Role-Based
1Module 1
Configure Dynamics 365 Sales for AI-powered selling
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Module 1
Configure Dynamics 365 Sales for AI-powered selling
Learn how to configure Dynamics 365 Sales with AI-powered tools like Copilot and AI agents to empower sellers and accelerate pipelines.
- 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
2Module 2
Generate and qualify leads using AI in Dynamics 365 Sales
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Module 2
Generate and qualify leads using AI in Dynamics 365 Sales
Learn how to configure lead management, automate lead qualification, and leverage AI-powered tools in Dynamics 365 Sales to prioritize and engage with leads effectively.
- 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
3Module 3
Win deals with AI-powered sales execution in Dynamics 365 Sales
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Module 3
Win deals with AI-powered sales execution in Dynamics 365 Sales
Learn how to set up the product catalog, manage opportunities, deploy AI sales agents, and analyze pipeline performance 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
4Module 4
Extend Dynamics 365 Sales with AI and Power Platform tools
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Module 4
Extend Dynamics 365 Sales with AI and Power Platform tools
Learn how to enhance Dynamics 365 Sales with AI tools and Power Platform capabilities, including mobile apps, automation, and analytics.
- 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
Delivery Models
Delivery models
Engagement Fit
Engagement fit
Enterprise Customization
Enterprise customization
Tailor this program to your organization's priorities: Builds current Microsoft credential readiness for Accelerate sales pipelines with AI in Dynamics 365 using the official Microsoft Learn outline.
- •Align labs to your production environment and platform priorities
- •Add readiness reviews and instructor-led practice sessions
- •Extend into project-specific architecture or delivery coaching
Credentials
Certification & official source
- •AB-210T00
Aligned to the official Microsoft Learn course and learning path for this program.
View Official Microsoft Learn PageResources
Program resources
Yes. Most enterprise clients prefer private delivery scoped to role mix, timezone, and rollout timeline. We align lab environments and scenarios to your tenant context where applicable.
Enterprise Proof
Trusted delivery outcomes
“We needed a partner who understood both the technical depth of Azure OpenAI and the governance requirements of an enterprise.”
Delivery Capability
Enterprise-grade instruction
MCT-led delivery
Programs led by Microsoft Certified Trainer practitioners
Enterprise program oversight
Founder-led specialist delivery with structured rollout planning
Global delivery
APAC · EMEA · Americas · Virtual & Onsite
Implementation-focused
Hands-on labs aligned to production scenarios
