Transform sales performance with AI-powered insights and automation.

Learn how to use Microsoft Dynamics 365 Sales and Copilot capabilities to improve customer engagement, increase seller productivity, and accelerate revenue growth. Develop practical skills to leverage AI-driven insights, automate sales activities, and create more effective sales experiences across the customer journey.

  • Why get trained: Gain hands-on knowledge of how AI and Copilot capabilities can help sales teams work more efficiently, prioritize opportunities, and strengthen customer relationships.
  • Why it matters: Organizations are increasingly adopting AI-powered sales solutions to improve forecasting accuracy, enhance customer engagement, streamline sales processes, and drive better business outcomes.
  • Who should attend: Sales professionals, sales managers, account managers, business analysts, Dynamics 365 functional consultants, customer engagement professionals, and business users involved in sales operations and customer relationship management.

Prepare for Microsoft Certified: Dynamics 365 Sales AI Consultant Associate certification to drive smarter selling and improve customer engagement with Microsoft Dynamics 365 Sales and AI. HRD Corp Claimable.

Overview

This AB-210T00: Accelerate sales pipelines with AI in Dynamics 365 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.

Skills Covered

  • Configure Dynamics 365 Sales for AI-powered selling
  • Generate and qualify leads using AI in Dynamics 365 Sales
  • Win deals with AI-powered sales execution in Dynamics 365 Sales
  • Extend Dynamics 365 Sales with AI and Power Platform tools

Prerequisites

Learners may have a general understanding of sales processes or Dynamics 365 but are looking to develop the skills needed to translate business requirements into practical, AI‑powered sales workflows while following governance and responsible AI practices.

Target Audience

  • This course is designed for professionals who want to learn how to build AI‑enhanced sales solutions using Dynamics 365 Sales, Microsoft Copilot, and AI agents.
  • It is ideal for students who want to understand how modern sales teams use AI to manage leads, opportunities, forecasting, and seller productivity.

Course Curriculum

Module 1: Configure Dynamics 365 Sales for AI-powered selling

Learn how to leverage AI-powered features in Dynamics 365 Sales to empower sellers and accelerate sales pipelines. This learning path covers tools like Copilot, AI agents, and the Dynamics 365 AI Hub to help your teams work smarter and build stronger customer relationships. Gain practical skills in configuring and optimizing Dynamics 365 Sales for your organization.

  • 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

Module 2: Generate and qualify leads using AI in Dynamics 365 Sales

Learn how to configure lead management and automate lead qualification in Dynamics 365 Sales. Explore predictive lead scoring, AI-powered insights, and text messaging tools to prioritize and engage with the right leads effectively. Master the Sales Qualification Agent to streamline lead research and handoff processes.

  • 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

Module 3: Win deals with AI-powered sales execution in Dynamics 365 Sales

Closing deals takes more than a good pitch. In this learning path, you build the foundation sellers need to work efficiently in Dynamics 365 Sales, from setting up a product catalog and managing the full opportunity lifecycle, to deploying AI agents that monitor pipeline risks and follow up with customers automatically. You also configure forecasting and analytics tools so your team can spot revenue trends before the quarter ends.

  • 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

Module 4: Extend Dynamics 365 Sales with AI and Power Platform tools

Discover how to enhance Dynamics 365 Sales by integrating it with AI-driven tools and Power Platform capabilities. Learn to use the Dynamics 365 Sales mobile app, leverage Microsoft 365 services with model-driven apps, and extend Dynamics 365 applications using Power Automate, Power Apps, Power BI, and Copilot Studio.

  • 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

 

 

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Exam & Certification

Microsoft Certified: Dynamics 365 Sales AI Consultant Associate.

This certification validates your ability to design and implement AI‑enhanced sales solutions in Dynamics 365 Sales that support intelligent seller workflows across the lead‑to‑cash process.

  • Level: Intermediate
  • Product: Sales
  • Role: Business Analyst, Functional Consultant
  • Subject: Artificial intelligence

Training & Certification Guide

You will have 120 minutes to complete this assessment.

Exam policy

This exam will be proctored. You may have interactive components to complete as part of this exam. To learn more about exam duration and experience, visit: Exam duration and exam experience.

If you fail a certification exam, don’t worry. You can retake it 24 hours after the first attempt. For subsequent retakes, the amount of time varies. For full details, visit: Exam retake policy.

Assessed on this exam

  • Configure Dynamics 365 Sales core features for AI
  • Optimize AI-driven sales
  • Qualify and prioritize leads by using AI
  • Develop deals by using intelligent opportunity research
  • Extend and enhance Sales

  • Target Roles: Functional consultants, sales operations managers, business analysts, and solution engineers working at the intersection of revenue goals and IT infrastructure. 
  • Core Function: Translating everyday business sales requirements into automated workflows enhanced by conversational intelligence, predictive insights, and secure data access. 
  • Technical Prerequisites: Candidates should have functional knowledge of building model-driven apps, creating Power Automate cloud flows, and handling intermediate-level Microsoft Power Platform environments.

The exam breaks down into five technical domains evaluated over a 120-minute proctored assessment: 
  • Configure Dynamics 365 Sales Features: Setting up the fundamental CRM data layers and secure infrastructure required to feed AI models safely. 
  • Optimize AI-Driven Sales: Activating conversational intelligence tools that record, transcribe, and analyze sales calls. 
  • Qualify and Prioritize Leads: Implementing AI-powered scoring systems to ensure agents prioritize high-probability clients.
  • Develop Deals via Opportunity Research: Deploying intelligent search summaries and automated forecasting workflows to help agents move deals through pipelines faster. 
  • Extend and Enhance Sales: Building and managing autonomous sales agents that execute out-of-the-box operations alongside team workflows.

Frequently Asked Questions

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