Microsoft AIIntermediate
AB-210 Dynamics 365 Sales AI Consultant Associate (Beta)
5 (133 reviews) 136 students 4 Weeks Intermediate
Instructor
Category
Microsoft AI
Rating
5 (133)
Students
136
Language
English
Duration
4 Weeks
What you'll cover
1Dynamics 365 Sales Fundamentals+
- Configure sales entities, leads, and opportunities
- Set up sales territories and team structures
- Manage the sales pipeline and stages
- Configure product catalogs and price lists
2AI-Powered Selling+
- Configure Copilot for Sales in Outlook and Teams
- Implement conversation intelligence for call analysis
- Configure predictive lead and opportunity scoring
- Implement relationship intelligence features
3Sales Automation+
- Configure sales sequences and playbooks
- Implement business process flows for the sales cycle
- Automate sales activities with Power Automate
- Configure assignment and routing rules
4Forecasting and Analytics+
- Configure sales forecasting models
- Build sales dashboards and Power BI insights
- Implement Sales Insights and premium features
- Analyze win/loss and pipeline health
5Deployment and Adoption+
- Configure security and data access for Sales
- Manage Copilot governance for sales teams
- Monitor adoption and usage metrics
- Plan change management for AI-assisted selling