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

Home

Courses

Microsoft Dynamics 365 Training

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

Richmond

Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training in Richmond equips delegates with the skills to use AI-powered sales capabilities in Dynamics 365. Delegates learn to manage leads, opportunities, AI agents, forecasting, and Power Platform integration to improve sales productivity and customer engagement.

Learn AI-powered selling with Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Tr
Build skills to manage leads, opportunities, and sales forecasting
Develop expertise in Copilot, AI agents, and Power Platform integration

Dates & Prices

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

Course syllabus

Who it’s for

What’s included

FAQs

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

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.

Train Your Workforce

Looking for Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training in-house or onsite training in Richmond? We specialise in corporate group training and bulk bookings for organisations of all sizes in Richmond. 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 Richmond venue

Includes..

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.

Richmond is situated within Virginia, United States, as well as it being the capital of the Commonwealth of Virginia, it is also the fourth most populated city within the state as it is home to an estimated 217,853 people in 2014 and is the third most populated metro within the state with an estimated population of 1,260,029 people. Schools within Richmond include 36 private schools some of which are St. Bridget School, Southside Baptist Christian School, Brook Road Academy, St. Catherine's School and St. Christopher's School as well as 28 elementary, 9 middle and 8 high schools which are run by the city of Richmond and enrol around 24,000 students. There is also one of the public charter schools the Patrick Henry School of Science and Arts within Richmond. Richmond is also home to one Governors school that was ranked 16^th within America’s best high schools overall in 2012 which is the Maggie L. Walker Governor's School for Government and International Studies. Universities and colleges within Richmond are either public or private, some of the public institutes include Virginia Commonwealth University and J. Sargeant Reynolds Community College, and the private institutes include Virginia Union University, ECPI College of Technology, University of Richmond, Union Theological Seminary & Presbyterian School of Christian Education and the Virginia College.

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

Online Instructor-Led Learning

Online Self-Paced Learning

Onsite Learning

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.

Live classes

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

Interactive

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

Global Pool of the Best Trainers

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

Expertise

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

Scalable Training Delivery

Access Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training in Richmond 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.

Structured Yet Flexible Learning

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.

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.

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.

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.

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.

Expert-Developed Content

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

Global Training Provider

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

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.

Interactive LMS

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

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

Online Instructor-Led

Online Self-Paced

Classroom

Onsite

Mon 24th Aug 2026

Wed 26th Aug 2026

View Price

3 days

Online Instructor-Led

Book now

Mon 16th Nov 2026

Wed 18th Nov 2026

View Price

3 days

Online Instructor-Led

Book now

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

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 Richmond FAQs

What time shall I arrive at the venue?

Please arrive at the venue at 8:45am.

What are the pre-requisites?

Who should attend this course?

Do you offer support for the course?

We are able to provide support via phone & email prior to attending, during and after the course.

What is included in the course?

Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments

What is the duration of this course?

This course is [ ] day(s)

How long until I receive the course confirmation details?

Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts

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

The training fees for Accelerate Sales Pipelines with AI in Dynamics 365 AB-210 Training in Richmond starts from $4495

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

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 Richmond?

Please see our Microsoft Dynamics 365 Training courses available in Richmond

Customers Reviews

Request For Pricing

WHO WILL FUNDING THE COURSE?

My employer

I will

Not sure

+44

Courses Related to Microsoft Dynamics 365 Training

Microsoft Azure Fundamentals AZ-900 Certification Identity with Windows Server 2016 M55344AC Querying Data with Microsoft Transact-SQL DP080 Microsoft Endpoint Administrator MD102 Designing and Deploying Microsoft Exchange Server 2016/2019 M20345-2

Why choose The Knowledge Academy

Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

Trusted & Approved

Recognised by leading certification bodies, we deliver training you can trust.

Many delivery methods

Flexible delivery methods are available depending on your learning style.

High quality resources

Resources are included for a comprehensive learning experience.

Our Clients

"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water