Dynamics 365 Sales Consultant Associate AB-210

• Configure Dynamics 365 Sales core features for AI.
• Optimize AI-driven sales processes and seller workflows.
• Qualify and prioritize leads using AI.
• Manage opportunities using intelligent opportunity research and AI agents.
• Configure and monitor Sales Qualification, Sales Opportunity, Sales Close, and Sales Research agents.
• Extend Dynamics 365 Sales using Microsoft Power Platform and supporting applications.

Module 1: 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

Module 2: 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

Module 3: 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

Module 4: 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

3 Days

Certification: Microsoft Certified: Dynamics 365 Sales AI Consultant Associate

Exam: AB-210: Accelerating Sales Pipelines with AI in Dynamics 365

Duration: 120 minutes

• Configure Dynamics 365 Sales and its security roles.
• Configure Copilot and AI features in Dynamics 365 Sales.
• Configure Sales Accelerator and intelligence features.
• Configure predictive lead scoring.
• Configure and monitor the Sales Qualification Agent.
• Configure the Sales Opportunity Agent.
• Configure and monitor the Sales Close Agent.
• Configure and use the Sales Research Agent.
• Configure forecasting and sales goals.
• Configure Microsoft Teams and other collaboration features.
• Create Power Automate flows for Sales scenarios.
• Embed Power Apps components and Power BI reports.

• Business analysts.
• Functional consultants.
• Professionals designing AI-enhanced sales solutions.
• Professionals working with Dynamics 365 Sales, Microsoft Copilot, and AI agents.
• Professionals working with sales, operations, and IT stakeholders.

• Intermediate-level Microsoft Power Platform configuration knowledge.
• Functional knowledge of interpreting an organization's sales processes and seller experience.
• Functional knowledge of building and extending model-driven apps.
• Functional knowledge of building Power Automate cloud flows.