Module 1 - Configuring Dynamics 365 Sales for AI-Powered Selling
In this section, learners build the foundation for AI-powered selling in Dynamics 365 Sales. They explore how Dynamics 365 customer engagement apps support modern sales processes, how Dynamics 365 Sales uses AI agents and Copilot, and how to configure key Sales settings for an AI-enabled sales environment.
Transform customer experiences with AI in Dynamics 365 apps
- Explore Dynamics 365 customer engagement apps
- Understand how Copilot and AI agents support customer-facing teams
- Review how AI can improve sales, service, contact center, and customer insights workflows
- Identify opportunities to automate routine work and act on customer insights
Discover Dynamics 365 Sales as an AI-powered sales solution
- Explore how Dynamics 365 Sales supports modern sellers
- Understand the role of AI agents, Copilot, and automation
- Identify how AI helps sellers prioritize work and close more deals
- Review AI-enabled sales productivity scenarios
Set up and configure Dynamics 365 Sales
- Configure the Dynamics 365 Sales application
- Review licensing and security roles
- Configure intelligence features and Copilot capabilities
- Explore the Dynamics 365 AI Hub and agent configuration options
Module 2 - Generating and Qualifying Leads with AI
In this section, learners configure lead management and use AI to prioritize and qualify leads more effectively. They explore lead creation, lead nurturing, predictive scoring, Copilot insights, text messaging, and the Sales Qualification Agent.
Nurture and generate leads in Dynamics 365 Sales
- Configure lead management in Dynamics 365 Sales
- Capture, nurture, and prioritize leads
- Use Customer Insights integration for lead creation
- Configure predictive lead scoring
- Use Copilot insights to help sellers focus on the right leads
Qualify leads using the Sales Qualification Agent in Dynamics 365 Sales
- Configure and deploy the Sales Qualification Agent
- Use AI to research and evaluate incoming leads
- Compare research-only and full automation modes
- Interpret AI-generated insights on lead records
- Monitor and tune agent performance over time
Engage with customers through text messages in Dynamics 365 Sales
- Configure text messaging capabilities
- Use SMS to engage prospects and customers
- Support faster seller follow-up
- Track customer communication within Dynamics 365 Sales
Module 3 - Winning Deals with AI-Powered Sales Execution
In this section, learners configure the tools sellers need to manage opportunities, build consistent pricing, monitor pipeline health, and close deals faster. Learners work with product catalogs, opportunity records, sales orders, AI agents, forecasting, dashboards, and pipeline analytics.
Set up the product catalog in Dynamics 365 Sales
- Create and manage product catalogs
- Configure products, unit groups, and price lists
- Set up consistent pricing for sellers
- Apply product catalog settings to support efficient selling
Manage opportunities and process sales orders in Dynamics 365 Sales
- Configure and manage opportunities from creation through closure
- Add products and pricing to opportunities
- Use Copilot for opportunity insights and meeting preparation
- Process quotes and orders
- Customize opportunity forms and sales processes
Close deals using AI agents in Dynamics 365 Sales
- Configure the Sales Opportunity Agent
- Configure the Sales Close Agent
- Use AI agents to monitor pipeline risk
- Automate follow-up activities
- Surface next-best actions for sellers
- Understand agent collaboration and escalation scenarios
Analyze sales performance using AI, forecasting, and dashboards in Dynamics 365 Sales
- Configure forecasting and analytics capabilities
- Use dashboards to track sales performance
- Monitor pipeline health and revenue trends
- Apply AI-backed insights to identify risk and opportunity
- Support more accurate sales planning and decision-making
Module 4 - Extending Dynamics 365 Sales with AI and Power Platform
In this section, learners extend Dynamics 365 Sales using Microsoft 365 services, Power Platform, and Copilot Studio. Learners explore the Dynamics 365 Sales mobile app, Microsoft 365 integrations, Power Automate flows, Power Apps components, Power BI reports, Power Pages, and Copilot Studio agents.
Get started with the Dynamics 365 Sales mobile app
- Deploy and use the Dynamics 365 Sales mobile app
- Manage records from mobile devices
- Customize form views
- Configure push notifications
- Support sellers working on the go
Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
- Integrate Microsoft 365 services with Dynamics 365 and Dataverse
- Configure email and server-side synchronization
- Use SharePoint for document management
- Deploy and tailor the Dynamics 365 App for Outlook
- Support collaboration through Microsoft Teams
Extend Dynamics 365 apps with Power Platform and Copilot Studio
- Create Power Automate flows for sales automation
- Embed Power Apps components and controls
- Add Power BI reports to support analytics
- Use Copilot Studio to create AI-powered sales support agents
- Extend Dynamics 365 Sales with automation, analytics, portals, and AI
