Learn to configure Copilot, AI agents, and predictive intelligence in Dynamics 365 Sales, with governance and responsible AI built in. 3-day official Microsoft course, aligned to Exam AB-210.

📘 Dynamics 365 👥 1937 Enrolled ⏱️ 3 Days 💼 Intermediate Level ⭐ 4.9 | 198 Reviews

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Course Overview

Sellers lose hours every week to work that isn't selling: logging activities, chasing stale leads, guessing which deals deserve attention. Dynamics 365 Sales now ships with the AI to take that work off their plates, but only if someone configures it properly. This course trains you to be that someone.

Over three days, you will learn to design, configure, and govern AI-enhanced sales solutions using Dynamics 365 Sales, Copilot in Dynamics 365 Sales, and AI agent capabilities, applied across the full lead-to-cash process. That includes putting predictive scoring and pipeline intelligence behind lead and opportunity management, deploying and monitoring AI agents that work alongside sellers, using conversational intelligence to pull insight out of calls and emails, and building guided workflows that point sellers at the next best action. Just as importantly, you learn to do it within governance standards and responsible AI practices, so the solution holds up when IT, legal, and sales leadership all look at it.

The skill this course really teaches is translation: taking business requirements from revenue leaders and turning them into practical, AI-first seller workflows that improve productivity, forecasting accuracy, and decision quality. It also prepares you for Exam AB-210 and the Microsoft Certified: Dynamics 365 Sales AI Consultant Associate credential.

Mode of Training

🏫 Classroom 💻 Live Online 🧪 Blended 👨‍👩‍👧‍👦 Private Group

Upcoming Schedules

Start Date	Time	Duration	Mode	Price
Aug 12, 2026	9:00 am - 5:00 pm	3 Days	online	$1595	GTR
Aug 26, 2026	9:00 am - 5:00 pm	3 Days	online	$1595	GTR
Sep 09, 2026	9:00 am - 5:00 pm	3 Days	online	$1595	GTR
Sep 23, 2026	9:00 am - 5:00 pm	3 Days	online	$1595	GTR
Oct 07, 2026	9:00 am - 5:00 pm	3 Days	online	$1595	GTR
Oct 21, 2026	9:00 am - 5:00 pm	3 Days	online	$1595	GTR

+ View more schedules

What you will learn

Configure Dynamics 365 Sales core features to support AI-driven selling
Deploy, manage, and monitor AI agents in Dynamics 365 Sales
Design seller workflows enhanced with conversational intelligence, predictive insights, and guided automation
Implement collaboration features that keep sales, operations, and IT working from the same picture
Tailor Copilot and AI-powered intelligence features to your organization's sales process
Improve forecasting accuracy and pipeline health with AI-assisted analytics
Apply governance standards, secure data access, and responsible AI practices to sales AI solutions

Who Should Attend This Course?

Functional consultants and business analysts who implement Dynamics 365 Sales for clients or their own organization
CRM administrators and sales operations professionals responsible for how their sales team's tools actually work
Professionals with a general understanding of sales processes or Dynamics 365 who want to build the skills to deliver AI-powered sales solutions

This course fits people who sit between the sales organization and the technology: you gather requirements from revenue stakeholders and turn them into working configuration.

Prerequisites

A general understanding of sales processes or Dynamics 365 is helpful. For those planning to sit the AB-210 exam, Microsoft recommends completing intermediate-level Microsoft Power Platform configuration training first, since the certification assumes that foundation.

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Certification

This course aligns to Exam AB-210: Accelerating Sales Pipelines with AI in Dynamics 365, which leads to the Microsoft Certified: Dynamics 365 Sales AI Consultant Associate credential. The certification validates that you can design and configure AI-enhanced sales solutions and work with sales, operations, and IT stakeholders to align them with revenue goals.

📘 AB-210T00: Accelerate Sales Pipelines with AI in Dynamics 365 Outline

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

❓ Frequently Asked Questions

It sits deliberately in between. You won't write code, but you will configure real features: agents, scoring models, sequences, Copilot behavior, and data access. The ideal attendee understands how a sales team works and wants to shape the technology around it, which is why Microsoft targets the course at functional consultants and business analysts rather than developers or sellers.

MB-210 teaches you to implement Dynamics 365 Sales as a CRM. AB-210T00 assumes the CRM layer and focuses on the AI on top of it: Copilot, agents, predictive insights, conversational intelligence, and the governance that enterprise AI deployments require. It also leads to a different credential, the new Dynamics 365 Sales AI Consultant Associate certification.

Agents are AI capabilities that take on defined pieces of sales work, such as researching and qualifying leads or engaging prospects, operating within the boundaries you configure. A meaningful part of this course covers deploying these agents, choosing the right operating mode for each use case, and monitoring what they do.

The course is built for the people who configure the system rather than the people who sell in it. A sales manager or operations lead who wants to understand what's possible will get value; a quota-carrying seller looking for day-to-day Copilot tips would be better served by shorter end-user enablement training.

Still have questions?

Reach out to our learning advisors for personalized guidance on choosing the right course, group training, or enterprise packages.

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What You Get with Microtek Learning

Instructor-Led Excellence

✓ Certified Instructor-led Training
✓ Top Industry Trainers
✓ Official Student Handbooks

Measurable Learning Outcomes

✓ Pre- & Post-Training Assessments
✓ Practice Tests
✓ Exam-Oriented Curriculum

Real-World Skill Building

✓ Hands-on Activities & Scenarios
✓ Interactive Online Courses
✓ Peer Collaboration (Not in self-paced)

Full Support & Perks

✓ Exam Scheduling Support ^*
✓ Learn & Earn Program ^*
✓ Support from Certified Experts
✓ Gov. & Private Pricing ^*

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