Accelerate Sales Pipelines With AI In Dynamics 365 AB-210 Training in Monte Carlo

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

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.

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