AB-210: Accelerate sales pipelines with AI in Dynamics 365
= Scheduled class
= Guaranteed to run
= Fully booked
| LOCATION | August | September | October | November |
|---|---|---|---|---|
| Auckland | ||||
| Hamilton | ||||
| Christchurch | ||||
| Wellington | ||||
| Virtual Class |
In this course students will learn how to design, configure, and govern AIenhanced sales solutions using Dynamics 365 Sales, Microsoft Copilot, and AI agent capabilities to support sellers across the leadtocash process. Learners translate business requirements into practical, AIfirst seller workflows that improve productivity, forecasting accuracy, and decisionmaking while aligning with organisational revenue goals, governance standards, and responsible AI practices.
This course is designed for professionals who want to learn how to build AIenhanced 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.
This course is suited to learners who have a general understanding of sales processes or Dynamics 365 and want to build skills in translating business requirements into practical, AIpowered sales workflows, aligned with governance and responsible AI practices.
After completing this course, students will be able to:
- Configure Dynamics 365 Sales core features for AI
- Optimise AI-driven sales
- Qualify and prioritise leads by using AI
- Develop deals by using intelligent opportunity research
- Extend and enhance Sales
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
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
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
- Analyse sales performance using AI, forecasting, and dashboards in Dynamics 365 Sales
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