This course teaches you how to design, configure, and govern AI-enhanced sales solutions with Dynamics 365 Sales, Microsoft Copilot, and AI agents. You will build AI-first seller workflows that cover the full lead-to-cash process. You will set up Dynamics 365 Sales, qualify leads with AI agents, manage product catalogs and opportunities, analyze performance with forecasting and dashboards, and extend the solution with Power Platform and Copilot Studio.
Who Should Attend
Functional consultants, sales operations professionals, and solution builders who want to deliver AI-powered sales solutions with Dynamics 365 Sales.
Prerequisites
- General understanding of sales processes and CRM concepts
- Familiarity with Dynamics 365 or Power Platform is helpful
Course Objectives
- Set up and configure Dynamics 365 Sales for AI-powered selling
- Generate, nurture, and qualify leads with the Sales Qualification Agent
- Manage product catalogs, opportunities, quotes, and orders
- Close deals with AI agents and engage customers through text messaging
- Analyze sales performance with AI, forecasting, and dashboards
- Extend Dynamics 365 Sales with Power Platform, Copilot Studio, and the mobile app
