• views: 205
• date: 17 August 2026
• posted by: voska89

Configure Dynamics 365 Sales end to end: security roles, mailboxes, business process flows, currencies, and the product catalog.
Deploy and manage AI agents: Sales Qualification, Opportunity and Close to automate the sales cycle.
Set up predictive lead and opportunity scoring, forecasting, dashboards, and sales goals to drive data-backed decisions.
Understand how Copilot and AI agents assist sellers across the lead and opportunity lifecycle, from first contact to close.
Generate quotes, convert them to orders, and process invoices to close deals from opportunity to cash.

Requirements

A computer with internet access. Familiarity with basic sales concepts or Power Platform is helpful but not required.

Description

Prepare for theAB-210: Microsoft Dynamics 365 Sales AI Consultant Associate exam with a practical, hands-on course covering Dynamics 365 Sales, Dataverse, Copilot, AI-powered sales features, and intelligent sales agents.
This course takes you from the fundamentals of Dynamics 365 through to configuring and working with advanced AI capabilities designed to help sales teams qualify leads, manage opportunities, improve forecasting, and close deals more effectively.
You'll learn how Dynamics 365 fits into the wider Microsoft ecosystem, how Sales uses Dataverse and Power Apps, how to configure a Dynamics 365 Sales environment, and how to apply AI throughout the sales lifecycle.

What you'll learn

- Understand the Microsoft Dynamics 365 ecosystem and how Dynamics 365 Sales fits together with Dataverse and Power Apps
- Explore the different Dynamics 365 Sales editions and their capabilities
- Understand where AI and Copilot capabilities appear across Dynamics 365
- Configure Dynamics 365 Sales and understand key system prerequisites
- Work with security roles, app settings, data imports, Teams, and Outlook integration
- Configure Copilot and AI-powered sales capabilities
- Manage leads and understand the complete lead lifecycle
- Use predictive lead scoring to prioritize sales opportunities
- Use Copilot to work with leads and sales records more efficiently
- Understand, configure, build, monitor, and troubleshoot the Sales Qualification Agent
- Set up a product catalog, including products, pricing, and bundles
- Create and manage opportunities
- Add products and pricing to opportunities
- Create quotes and convert opportunities into won deals
- Understand and build the Sales Opportunity Agent
- Understand and build the Sales Close Agent
- Use the Sales Research Agent to interact with and explore your sales data
- Configure and understand forecasting in Dynamics 365 Sales

Who this course is for

Anyone preparing for the Dynamics 365 Sales AI Consultant Associate certification.
Aspiring Dynamics 365 functional consultants and administrators.
Sales operations professionals who want to configure Copilot and AI agents, not just use them.

Homepage

https://www.udemy.com/course/microsoft-dynamics-365-sales-ai-consultant-exam-preparation

   
   
   

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