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Accelerate sales pipelines with AI in Dynamics 365

This course teaches learners how to design, configure, and govern AI‑enhanced sales solutions using Dynamics 365 Sales, Microsoft Copilot, and AI agent capabilities to support sellers across the lead‑to‑cash process. Learners translate business requirements into practical, AI‑first seller workflows that improve productivity, forecasting accuracy, and decision‑making while aligning with organizational...

  • 4.6 out of 5 rating
  • Last updated : 23/07/2026
  • English

Available as Instructor Led Training, Live Online & In Person at your Offices or Ours.

Accelerate sales pipelines with AI in Dynamics 365
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Duration:

24.00 hours

19.5 CPD hours

Overview:

This course teaches learners how to design, configure, and govern AI‑enhanced sales solutions using Dynamics 365 Sales, Microsoft Copilot, and AI agent capabilities to support sellers across the lead‑to‑cash process. Learners translate business requirements into practical, AI‑first seller workflows that improve productivity, forecasting accuracy, and decision‑making while aligning with organizational revenue goals, governance standards, and responsible AI practices.

Description:

Configure Dynamics 365 Sales for AI-powered selling


- Transform customer experiences with AI in Dynamics 365 apps
- Discover Dynamics 365 Sales as an AI-powered sales solution
- Set up and configure Dynamics 365 Sales
Generate and qualify leads using AI in Dynamics 365 Sales


- Nurture and generate leads in Dynamics 365 Sales
- Qualify leads using the Sales Qualification Agent in Dynamics 365 Sales
- Engage with customers through text messages in Dynamics 365 Sales
Win deals with AI-powered sales execution in Dynamics 365 Sales


- Set up the product catalog in Dynamics 365 Sales
- Manage opportunities and process sales orders in Dynamics 365 Sales
- Close deals using AI agents in Dynamics 365 Sales
- Analyze sales performance using AI, forecasting, and dashboards in Dynamics 365 Sales
Extend Dynamics 365 Sales with AI and Power Platform tools


- Get started with the Dynamics 365 Sales mobile app
- Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
- Extend Dynamics 365 apps with Power Platform and Copilot Studio
DURATION 1 Day

No scheduled classes available at this time.

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Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable.

To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.