AB-210: Accelerate sales pipelines with AI in Dynamics 365

Discover how to put AI to work across the sales cycle. This intermediate, three-day course shows you how to design, set up, and govern AI-enhanced sales solutions using Dynamics 365 Sales, Microsoft Copilot, and AI agents. You'll learn to weave AI into everyday seller workflows — from lead generation through to closing — while keeping governance and responsible AI practices front and center, all in service of stronger productivity, sharper forecasting, and better revenue outcomes.

Prerequisites

Required

  • A basic grasp of sales processes and customer relationship management (CRM)
  • Some familiarity with Dynamics 365 fundamentals
  • An understanding of how business requirements are gathered and translated into processes

Recommended

  • Prior hands-on use of Dynamics 365 Sales or a comparable CRM platform
  • Exposure to Microsoft Copilot or other AI-assisted productivity tools
  • A working sense of lead management, opportunity management, and forecasting
  • Familiarity with Power Platform basics
  • Awareness of responsible AI and governance principles

Target audience

This course suits anyone who wants to build AI-driven sales solutions with Dynamics 365 Sales, Copilot, and AI agents — including functional consultants, business managers, sales professionals, Microsoft 365 administrators, and Dynamics architects. It works well whether you already know the sales process or Dynamics 365 in general terms and now want to turn business requirements into practical, AI-powered seller workflows, all while staying aligned with governance and responsible AI standards.

Se alle kurs innen dette fagområdet

 

Learning objectives:

  • Set up Dynamics 365 Sales to support AI-powered selling scenarios.
  • Generate, qualify, and rank leads using AI-driven capabilities.
  • Strengthen opportunity management and deal execution with Copilot and AI agents.
  • Sharpen forecasting accuracy and pipeline visibility through AI-generated insights.
  • Extend Dynamics 365 Sales with Microsoft Power Platform and other AI tools.
  • Apply governance, compliance, and responsible AI practices across sales solutions.

Course modules:

Transform Customer Experiences with AI in Dynamics 365 Apps

  • Introduction
  • Dynamics 365 Customer Experience Apps in an Organization's Journey
  • Work with the Other Dynamics 365 Apps as Part of a Customer Engagement Solution
  • Explore AI Components in Dynamics 365 Apps
  • Use AI Responsibly with Dynamics 365

Discover Dynamics 365 Sales as an AI-Powered Sales Solution

  • Introduction
  • Design an AI-Driven Sales Strategy
  • Navigate in Dynamics 365 Sales
  • Manage Customers
  • Copilot in Dynamics 365 Sales
  • Use Agents in Dynamics 365 Sales

Set Up and Configure Dynamics 365 Sales

  • Introduction
  • Prepare for Your Dynamics 365 Sales Deployment
  • Set Up Security Roles
  • Set Up and Configure the Application
  • Configure Collaboration Features
  • Configure Copilot in Sales
  • Set Up AI Features in the Dynamics 365 AI Hub
  • Configure Intelligence Features
  • Configure the Sales Accelerator

Nurture and Generate Leads in Dynamics 365 Sales

  • Introduction
  • Explore Leads in Dynamics 365 Sales
  • Manage the Lead Lifecycle
  • Prioritize Leads with Predictive Scoring
  • Use Copilot with Leads

Qualify Leads Using the Sales Qualification Agent in Dynamics 365 Sales

  • Introduction
  • Get Started with the Sales Qualification Agent
  • Configure the Sales Qualification Agent
  • Troubleshoot and Monitor the Sales Qualification Agent
  • Interpret Agent Actions on Leads

Engage with Customers Through Text Messages in Dynamics 365 Sales

  • Introduction
  • Set Up the Text Messaging Provider
  • Edit Phone Numbers
  • Add a Text Message Option to Custom Forms
  • Manage Text Message Conversations

Set Up the Product Catalog in Dynamics 365 Sales

  • Introduction
  • Explore the Product Catalog
  • Define Products, Families, and Bundles
  • Configure Price Lists and Discounts
  • Manage Catalog Settings

Manage Opportunities and Process Sales Orders in Dynamics 365 Sales

  • Introduction
  • Explore Opportunities in Dynamics 365 Sales
  • Manage the Opportunity Lifecycle
  • Add Products and Configure Pricing
  • Use Copilot with Opportunities
  • Process Quotes, Orders, and Invoices

Close Deals Using AI Agents in Dynamics 365 Sales

  • Introduction
  • Get Started with Opportunity AI Agents
  • Configure the Sales Opportunity Agent
  • Configure the Sales Close Agent
  • Monitor and Interpret Agent Insights

Analyze Sales Performance Using AI, Forecasting, and Dashboards in Dynamics 365 Sales

  • Introduction
  • Explore the Sales Research Agent
  • Configure the Sales Research Agent
  • Configure Predictive Sales Forecasting
  • Build and Manage Sales Forecasts
  • Explore Dashboards and Reporting Tools
  • Set and Track Sales Goals

Get Started with the Dynamics 365 Sales Mobile App

  • Introduction
  • Deploy the Mobile App
  • Use the Mobile App
  • Manage Records
  • Customize Form Views
  • Set Up Push Notifications

Use Microsoft 365 Services with Model-Driven Apps and Microsoft Dataverse

  • Introduction
  • Set Up Mailboxes
  • Server-Side Sync
  • Document Management Options
  • Document Management
  • Deploy the App for Outlook
  • Set Up Dynamics 365 App for Outlook
  • Integrate with Microsoft Teams

Extend Dynamics 365 Apps with Power Platform and Copilot Studio

  • Introduction
  • Extend Dynamics 365 with Copilot Studio Agents
  • Evaluate AI Data Connectivity Options with MCP
  • Streamline Workflows with Power Automate
  • Embed Custom Experiences with Power Apps
  • Surface Contextual Insights with Power BI
  • Enable Customer Portals with Power Pages

 

This course prepares you for the official Microsoft exam Microsoft Certified Dynamics 365 Sales AI Consultant Associate.

 

FAQ – AB-210: Accelerate sales pipelines with AI in Dynamics 365

Hva koster kurset?
Prisen er 22 500 NOK for 3 dager. Kurset inkluderer digital kursdokumentasjon og hands-on labs. Lunsj og forfriskninger er inkludert ved klasseromskurs.

Hvor lenge varer kurset?
Kurset går over 3 dager - kl. 09.00–16.00 alle dager.

Hvordan gjennomføres kurset?
Kurset gjennomføres med engelsk kursdokumentasjon og engelsktalende instruktør. Undervisningen kombinerer faglig gjennomgang, praktiske øvelser og arbeid med AI-drevne salgsprosesser i Dynamics 365 Sales, Microsoft Copilot og AI-agenter.

Hvem passer kurset for?
Kurset passer for fagpersoner som vil bruke Dynamics 365 Sales, Copilot og AI-agenter til å forbedre salgsprosesser, pipeline management og kundeoppfølging.

  • Functional Consultants
  • Business Managers
  • Sales Professionals
  • Microsoft 365-administratorer
  • Dynamics Architects
  • Fagpersoner som jobber med CRM, salg og AI-drevne prosesser

Hvilke forkunnskaper kreves?
Du bør ha grunnleggende forståelse av salgsprosesser og CRM, kjennskap til Dynamics 365 fundamentals og forståelse for hvordan forretningskrav samles inn og omsettes til prosesser.

Hvilke forkunnskaper anbefales?
Det er en fordel med praktisk erfaring fra Dynamics 365 Sales eller tilsvarende CRM-plattform, kjennskap til Microsoft Copilot eller andre AI-assisterte produktivitetsverktøy, samt forståelse av lead management, opportunity management, forecasting, Power Platform og responsible AI.

Hva lærer jeg i løpet av kurset?
Du lærer hvordan AI kan brukes gjennom hele salgssyklusen i Dynamics 365. Etter kurset vil du kunne:

  • Sette opp Dynamics 365 Sales for AI-drevne salgsscenarioer
  • Generere, kvalifisere og prioritere leads med AI-funksjoner
  • Styrke opportunity management og deal execution med Copilot og AI-agenter
  • Forbedre forecasting og pipeline visibility med AI-genererte innsikter
  • Utvide Dynamics 365 Sales med Power Platform og andre AI-verktøy
  • Bruke governance, compliance og responsible AI i salgsprosesser

Er kurset praktisk rettet?
Ja. Kurset inneholder hands-on labs og praktiske scenarioer hvor deltakerne jobber med konfigurasjon, AI-funksjoner, Copilot, agenter, salgsprosesser og integrasjon med Microsoft 365 og Power Platform.

Hvilke temaer dekkes i kurset?
Kurset dekker blant annet:

  • AI i Dynamics 365 Customer Experience Apps
  • Dynamics 365 Sales som AI-drevet salgsløsning
  • Konfigurasjon av Dynamics 365 Sales
  • Copilot i Sales og AI Hub
  • Lead generation, lead nurturing og predictive scoring
  • Sales Qualification Agent og Sales Research Agent
  • Tekstmeldinger og kundeengasjement i Dynamics 365 Sales
  • Produktkatalog, prislogikk og tilbudsprosesser
  • Opportunity management, quotes, orders og invoices
  • Forecasting, dashboards og salgsinnsikt
  • Microsoft 365, Teams, Outlook og Dataverse-integrasjon
  • Copilot Studio, Power Automate, Power Apps, Power BI og Power Pages

Får jeg sertifisering etter kurset?
Kurset forbereder deg til den offisielle Microsoft-sertifiseringen Microsoft Certified: Dynamics 365 Sales AI Consultant Associate.

Er eksamen inkludert?
Eksamen er ikke inkludert i kursprisen.

Hva gjør dette kurset nyttig?
Kurset gir praktisk kompetanse i hvordan AI kan brukes til å effektivisere salgsarbeid, forbedre lead- og opportunity-prosesser, styrke forecasting og skape bedre samspill mellom Dynamics 365 Sales, Microsoft 365, Copilot og Power Platform.

Kan kurset leveres bedriftsinternt?
Ja. Kurset kan leveres både som åpent kurs og som bedriftsinternt kurs.

 

Dynamics 365 Sales & AI

Customer Insights & kundereiser

Power Platform & forretningsprosesser

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