Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training Overview

Course syllabus

Who it’s for

What’s included

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Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training Course Outline

Module 1: Transform Customer Experiences with AI in Dynamics 365 Apps

  • Introduction
  • Dynamics 365 Customer Experience Apps in an Organization’s Journey
  • Work with the Other Dynamics 365 Apps as Part of a Customer Engagement Solution
  • Explore AI Components in Dynamics 365 Apps
  • Use AI Responsibly with Dynamics 365

Module 2: Discover Dynamics 365 Sales as an AI-Powered Sales Solution

  • Introduction
  • Design an AI-driven Sales Strategy
  • Navigate in Dynamics 365 Sales
  • Manage Customers
  • Copilot in Dynamics 365 Sales
  • Use Agents in Dynamics 365 Sales

Module 3: Set Up and Configure Dynamics 365 Sales

  • Introduction
  • Prepare for your Dynamics 365 Sales Deployment
  • Set Up Security Roles
  • Set Up and Configure the Application
  • Configure Collaboration Features
  • Configure Copilot in Sales
  • Set Up AI Features in the Dynamics 365 AI Hub
  • Configure Intelligence Features
  • Configure the Sales Accelerator

Module 4: Nurture and Generate Leads in Dynamics 365 Sales

  • Introduction
  • Explore Leads in Dynamics 365 Sales
  • Manage the Lead lifecycle
  • Prioritize Leads with Predictive Scoring
  • Use Copilot with Leads

Module 5: Qualify Leads Using the Sales Qualification Agent in Dynamics 365 Sales

  • Introduction
  • Get Started with the Sales Qualification Agent
  • Configure the Sales Qualification Agent
  • Troubleshoot and Monitor the Sales Qualification Agent
  • Interpret Agent Actions on Leads

Module 6: Engage with Customers Through Text Messages in Dynamics 365 Sales

  • Introduction
  • Set Up the Text Messaging Provider
  • Edit phone numbers
  • Add a Text Message Option to Custom Forms
  • Manage Text Message Conversations

Module 7: Set up the Product Catalog in Dynamics 365 Sales

  • Introduction
  • Explore the Product Catalog
  • Define Products, Families, and Bundles
  • Configure Price Lists and Discounts
  • Manage Catalog Settings

Module 8: Manage Opportunities and Process Sales Orders in Dynamics 365 Sales

  • Introduction
  • Explore Opportunities in Dynamics 365 Sales
  • Manage the Opportunity Lifecycle
  • Add Products and Configure Pricing
  • Use Copilot with Opportunities
  • Process Quotes, Orders, and Invoices

Module 9: Close Deals Using AI Agents in Dynamics 365 Sales

  • Introduction
  • Get Started with Opportunity AI agents
  • Configure the Sales Opportunity Agent
  • Configure the Sales Close Agent
  • Monitor and Interpret Agent Insights

Module 10: Analyze Sales Performance Using AI, Forecasting, and Dashboards in Dynamics 365 Sales

  • Introduction
  • Explore the Sales Research Agent
  • Configure the Sales Research Agent
  • Configure Predictive Sales Forecasting
  • Build and Manage Sales Forecasts
  • Explore Dashboards and Reporting Tools
  • Set and Track Sales Goals

Module 11: Get Started with the Dynamics 365 Sales Mobile App

  • Introduction
  • Deploy the Mobile App
  • Use the Mobile App
  • Manage Records
  • Customize form Views
  • Set Up Push Notifications

Module 12: Use Microsoft 365 Services with Model-Driven Apps and Microsoft Dataverse

  • Introduction
  • Set Up Mailboxes
  • Server-Side Sync
  • Document Management Options
  • Document Management
  • Deploy the App for Outlook
  • Set Up Dynamics 365 App for Outlook
  • Integrate with Microsoft Teams

Module 13: Extend Dynamics 365 Apps with Power Platform and Copilot Studio

  • Introduction
  • Extend Dynamics 365 with Copilot Studio Agents
  • Evaluate AI Data Connectivity Options with MCP
  • Streamline Workflows with Power Automate
  • Embed Custom Experiences with Power Apps
  • Surface Contextual Insights with Power BI
  • Enable Customer Portals with Power Pages
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Who Should Attend this Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training?

The Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training is designed for professionals who want to enhance sales processes using AI-powered capabilities in Dynamics 365. It is ideal for those responsible for managing customer relationships, sales operations, and AI-driven sales solutions. This course is beneficial for professionals such as:

  • Dynamics 365 Sales Consultant
  • Dynamics 365 Functional Consultant
  • Sales Manager
  • Sales Operations Manager
  • CRM Administrator
  • Business Applications Consultant
  • Customer Relationship Manager
  • Microsoft Power Platform Consultant

Prerequisites for the Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training

There are no formal prerequisites for attending this Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training. However, a basic understanding of Dynamics 365, sales processes, and Microsoft business applications will help delegates maximise their learning experience.

Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training Overview

Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training provides the knowledge and skills to use AI-powered sales capabilities in Dynamics 365. It focuses on lead management, opportunity management, Copilot, AI agents, and sales automation.

Delegates learn to configure Dynamics 365 Sales, manage customer interactions, automate sales processes, and analyse sales performance. They also gain practical skills in using Power Platform tools and Microsoft 365 integrations to enhance sales productivity.

This 3-Days course by The Knowledge Academy enables delegates to apply AI-driven sales solutions in business environments. Delegates will be able to optimise sales pipelines, improve customer engagement, and support data-driven decision-making.

Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training Course Objectives

  • To understand AI-powered sales capabilities in Dynamics 365
  • To configure Dynamics 365 Sales for effective sales management
  • To manage leads, opportunities, and sales orders using AI tools
  • To use Copilot and AI agents to enhance sales productivity
  • To analyse sales performance through forecasting and reporting
  • To extend Dynamics 365 using Power Platform and Copilot Studio

Upon completion of this course, delegates will have the knowledge and skills to configure, manage, and optimise AI-powered sales processes using Microsoft Dynamics 365 and its integrated technologies.

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What's Included in this Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training?

  • World-Class Training Sessions from Experienced Instructors
  • Interactive Learning with 24*7 Support
  • Digital Delegate Pack
     
Hands-On Labs: Included as part of our online instructor-led delivery, these labs provide real-world exercises in a simulated environment guided by expert instructors to enhance your practical skills.
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Train Your Workforce

Looking for Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training in-house or onsite training in Mississauga? We specialise in corporate group training and bulk bookings for organisations of all sizes in Mississauga. Our trainers deliver tailored sessions at your premises, online, or hybrid, with best price guarantee, group discounts and flexible scheduling to train your team.

Our Mississauga venue

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Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Mississauga is the sixth largest city in Canada. It is in the south of the province of Ontario in the region of peel. The city is estimated to have a population of around 715,000 people. The rapid growth of this city is attributed to its proximity to Toronto. It was originally built as suburb of Toronto. Education in Canada is mostly free and publicly funded. It is overseen by the federal, provincial and local governments, with the education within provincial jurisdiction and the curriculum overseen by the province. Education is compulsory in most provinces up to the age of 16. Mississauga is served by the Peel District School Board, which operates the secular English speaking public schools. There is also a school board that runs the local catholic schools and a board that runs the French speaking schools in the area, one for the secular French schools and one for the catholic French schools. There are a number of schools in the area that offer specialised programs. These include the French immersion schools such as Clarkson Secondary School and Streetsville Secondary School. There are three schools in the areas that off a Regional Arts Program and two that offer a specialist sci-tech program for students who are gifted in these areas. There is also two schools that offer support for those studying for the international baccalaureate plus numerous other programs. Canada’s higher has a very good reputation. However there is no formal ranking system and students will often choose colleges and universities bases on geographic convenience and the reputation of a particular course. Mississauga is home to one of the three campuses run by the University of Toronto. This university is ranked as the 34th best university in the world and is the second highest ranked Canadian university in the rankings. The campus was established in 1967 and is the universities second largest division. It is home to 12,000 students. They have 15 academic departments and pupils can choose from 148 programs to participate in from 89 areas of study. Students can study both undergraduate and graduate programs on this campus. This campus also has an excellent research environment that has helped the staff and researchers become internationally recognised for their work. The university includes Institutes for Management and Innovation, and Communication, Culture, Information and Technology.

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Ways to take Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training in Mississauga

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Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

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Join a scheduled class with a live instructor and other delegates.

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Interactive

Engage in activities, and communicate with your trainer and peers.

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We handpick from a global pool of expert trainers for our Online Instructor-led courses.

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With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.

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Access Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training in Mississauga delivered by one of the largest training providers, with scalable instructor-led classes, accessible worldwide.

Master Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training with a flexible yet structured approach that combines live, expert-led sessions and self-paced study. With Weekly one-to-one tutor support and consistently high pass rates, you’ll receive tailored guidance and achieve real results.

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Take part in scheduled, instructor-led sessions with real-time feedback, while enjoying the freedom to study independently. Interactive resources and progress tracking tools help you stay motivated and on target.

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Engaging & Interactive Training

Join dynamic live sessions featuring discussions, practical activities, and peer collaboration. Learn from Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training industry experts and reinforce your knowledge with self-paced modules—plus, connect with professionals in your field.

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Expert-Led Course

Gain valuable insight from experienced trainers during live sessions, and revisit course materials anytime to deepen your understanding. This method offers the ideal balance between expert guidance and independent learning.

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Global Training Accessibility

Access top-quality training across time zones—anytime, anywhere. Whether at home or on the go, our expert-led sessions and flexible study materials support your goals, and help you on the journey towards the certification.

Learn Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training through The Knowledge Academy’s Online Self-Paced Learning. This flexible and structured format supports your training goals and enables every professional to build skills with confidence.

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Flexible Learning

Access Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training resources 24/7 to maintain steady progress, complete regular assessments or tasks, and upskill effectively alongside work commitments.

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Expert-Developed Content

Our Online Course content is designed by experienced trainers to ensure accuracy, relevance, and practical value.

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Access Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training in Mississauga from a trusted global training provider delivering consistent learning to professionals worldwide.

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Cost-Effective Training

Benefit from the cost-effective Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training that delivers high-quality course content without compromising learning outcomes.

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Interactive LMS

Track performance, download resources, and receive AI-enabled support through The Knowledge Academy’s dedicated Learning Management System.

Mon 24th Aug 2026

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Wed 26th Aug 2026

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3 days

Online Instructor-Led

Mon 16th Nov 2026

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Wed 18th Nov 2026

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3 days

Online Instructor-Led

Package deals for Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training in Mississauga

Our training experts have compiled a range of course packages on a variety of categories in Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training, to boost your career. The packages consist of the best possible qualifications with Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training, and allows you to purchase multiple courses at a discounted rate.

Accelerate Sales Pipelines With AI In Dynamics 365 AB-210 Training in Mississauga FAQs

What is Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training?

Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training teaches delegates how to use AI-powered capabilities in Dynamics 365 Sales. It covers Copilot, AI agents, lead management, sales forecasting, automation, and Power Platform integration to improve sales performance.

Who should attend this Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training?

This course is ideal for Dynamics 365 Sales Consultants, Sales Managers, CRM Administrators, and Business Applications Consultants. It is also suitable for professionals responsible for implementing and managing AI-powered sales processes using Dynamics 365.

What is the duration of this Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training?

This course takes 3-Days to complete. As a trusted training provider, The Knowledge Academy delivers professionally structured training designed to help delegates build relevant knowledge and develop practical skills through an engaging learning experience.

What skills will I gain from this Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training?

Delegates will learn to configure Dynamics 365 Sales, manage leads and opportunities, and use Copilot and AI agents to enhance sales processes. They will also develop skills in sales forecasting, performance analysis, and extending Dynamics 365 using Power Platform and Copilot Studio.

How does AI improve sales processes in Dynamics 365?

AI helps automate repetitive sales tasks, prioritise leads, provide intelligent recommendations, and improve sales forecasting. These capabilities enable sales teams to work more efficiently and make informed decisions.

Will this course cover Microsoft Copilot and AI agents in Dynamics 365 Sales?

Yes, the course explores Microsoft Copilot and AI agents within Dynamics 365 Sales. Delegates will learn how these tools support lead qualification, opportunity management, sales research, and deal progression.

How can Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training benefit my career?

This training develops practical skills in AI-powered sales and Microsoft Dynamics 365 technologies. It can strengthen your expertise in modern sales solutions and support career progression in CRM, sales operations, and business applications.

Why choose The Knowledge Academy in Mississauga over others?

The Knowledge Academy stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this certification.

What is the cost/training fees for Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training in Mississauga?

The training fees for Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training in Mississauga starts from CAD6195

Which is the best training institute/provider of Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training in Mississauga?

The Knowledge Academy is one of the Leading global training provider for Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training.

What are the best Microsoft Dynamics 365 Training courses in Mississauga?

Please see our Microsoft Dynamics 365 Training courses available in Mississauga

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