This course teaches you how to implement and optimize AI-powered sales capabilities in Microsoft Dynamics 365 Sales. You will learn to configure Copilot features, automate sales processes, improve seller productivity, manage customer data, and apply intelligent sales capabilities while preparing for the Microsoft Certified: Dynamics 365 Sales AI Consultant Associate (AB-210) certification.
Prerequisites
- Microsoft Dynamics 365 Fundamentals
- Sales Process Knowledge
- Customer Relationship Management (CRM) Concepts
- Model-Driven App Fundamentals
- Microsoft Power Platform Fundamentals
- Power Automate Cloud Flow Fundamentals
- Business Process Analysis Fundamentals
What Will You Learn
- Configure Dynamics 365 Sales
- Copilot for Sales features
- Manage Leads and Opportunities
- Configure Sales Accelerator
- Manage Customer and Account Data
- Implement Forecasting and Sales Insights
- Configure Relationship Intelligence
- Manage Product Catalogs and Pricing
- Customize Sales Processes
- Integrate Dynamics 365 with Microsoft 365
- Implement Security and Access Controls
- Prepare for the Microsoft Certified: Dynamics 365 Sales AI Consultant Associate (AB-210) Certification
Who Should Do This Training
- Dynamics 365 Functional Consultants
- CRM Consultants
- Sales Consultants
- Microsoft Power Platform Professionals
- Business Applications Consultants
- Solution Consultants
- Dynamics 365 Administrators
- Sales Operations Professionals
- Customer Success Managers
- Microsoft Business Applications Professionals