Reviews 5,0
Reviews 5,0
AB-210 Accelerate Sales Pipelines with AI in Dynamics 365
Sales success is built on good data – and the ability to act on it in real time. Dynamics 365 Sales combines CRM capabilities with Microsoft Copilot and artificial intelligence to assess sales opportunities more precisely, automate processes, and make everyday sales work noticeably more efficient.
Key topics
- Embedding Microsoft Copilot in Dynamics 365 Sales.
- Qualifying leads and opportunities with AI support.
- Creating sales forecasts and pipeline analyses with Sales Insights.
- Strategically analyzing and applying customer data in CRM.
- Replacing repetitive sales tasks with intelligent automation.
- Preparing emails, proposals, and meetings with AI assistance.
- Connecting Dynamics 365 with Microsoft 365 and other business applications.
- Building AI usage in sales in a methodical and sustainable way.
Prerequisite
Those who already know Dynamics 365 Sales and have worked with CRM systems at a basic level can get started straight away.
Target group
Sales managers, CRM users, and consultants who want to use Dynamics 365 Sales more deliberately and with greater AI support.
Those who don’t just know AI but actively integrate it into their daily sales work gain a measurable advantage – from the first contact to the final close.
Course Content
AI-Driven Customer Experiences in Dynamics 365
- Foundations of Dynamics 365 Customer Experience
- Positioning Dynamics 365 in a business context
- How Customer Experience apps work together
- AI features and their areas of application
- Responsible and compliance-appropriate AI use
Leveraging AI in Dynamics 365 Sales
- Overview and introduction to the learning modules
- Developing an AI-powered sales strategy
- Navigation and core features in Dynamics 365 Sales
- Creating, maintaining, and managing customers
- Using Copilot in Dynamics 365 Sales
- Deploying AI agents in a sales context
Setting Up and Configuring Dynamics 365 Sales
- Introduction and overview
- Clarifying system requirements for deployment
- Configuring security roles and access rights
- Adjusting application settings
- Activating collaboration features
- Setting up Copilot in Dynamics 365 Sales
- Configuring AI features in the AI Hub
- Enabling intelligence features and the Sales Accelerator
Lead Management and Prioritization
- Introduction and overview
- Understanding and using leads in Dynamics 365 Sales
- Managing the complete lead lifecycle
- Applying predictive scoring for lead prioritization
- Using Copilot for lead processing
Lead Qualification with the Sales Qualification Agent
- Introduction and learning objectives
- Getting started with the Sales Qualification Agent
- Configuring the Sales Qualification Agent
- Monitoring and troubleshooting agent operations
- Evaluating and interpreting agent results on leads
Setting Up SMS Communication in Sales
- Introduction and system overview
- Integrating and configuring SMS providers
- Managing phone numbers
- Embedding SMS fields into custom forms
- Managing ongoing SMS conversations in CRM
Managing the Dynamics 365 Product Catalog
- Introduction and overview of the product catalog
- Understanding the catalog’s structure and functionality
- Creating products, product families, and product bundles
- Setting up price lists and discount structures
- Catalog settings and administration options
Processing Leads, Quotes, and Orders
- Introduction to the workspace
- Exploring leads and their functions in Dynamics 365 Sales
- Mapping and managing the complete lead lifecycle
- Adding products and configuring prices
- Using Copilot for lead processing
- Creating and managing quotes, orders, and invoices
Driving Closures with AI Agents
- Introduction and orientation
- Getting to know AI agents for sales opportunities
- Setting up and using the Sales Opportunity Agent
- Configuring the Sales Close Agent
- Evaluating agent insights and optimizing closures
Driving Business Development with AI and Sales Insights
- Introduction and learning objectives
- Getting to know and using the Sales Research Agent
- Configuring the Sales Research Agent
- Setting up predictive sales forecasts
- Creating, managing, and adjusting forecasts
- Using dashboards and reporting tools
- Defining and systematically tracking sales goals
Getting Dynamics 365 Sales Up and Running
- Introduction and first steps
- Deploying and installing the app
- Basic app usage
- Creating and managing records
- Customizing form views
- Setting up push notifications
Integrating Microsoft 365 and Dataverse
- Introduction and overview
- Connecting email mailboxes
- Setting up server-side synchronization
- Exploring document management options
- Structuring and configuring document storage
- Deploying and setting up the Dynamics 365 app for Outlook
- Activating and using Teams integration
Extending Dynamics 365 with Power Platform and Copilot
- Introduction and use cases
- Using Copilot Studio to extend Dynamics 365
- Evaluating and implementing AI data connections via MCP
- Automating workflows and processes with Power Automate
- Designing user interfaces with Power Apps
- Visualizing data and KPIs with Power BI
- Building customer portals with Power Pages
Up to 100% funding for your continuing education
Attractive funding opportunities are available for numerous continuing education programs – depending on the funding program, up to 100% funding is possible.
The requirement is that you live or work in Germany. Our funding opportunities are not available outside of Germany.
Funding opportunities are available for career starters, job seekers, career changers, startups, experienced professionals, those seeking career advancement, and specialists.
Who is AI-powered sales most suitable for?
- AI features in Dynamics 365 Sales primarily support sales teams, CRM managers, and sales leaders. Intelligent analytics make lead prioritization more objective, surface closing opportunities earlier, and free up capacity for direct customer engagement.
What background knowledge makes the course easier?
- Those who have already worked with leads, opportunities, and CRM data in Dynamics 365 Sales will find it easier to get started. In-depth programming knowledge is not required for most course topics.
What AI capabilities are available in Dynamics 365 Sales?
- The platform provides AI-assisted lead and opportunity scoring, automated forecasts, conversation summaries, and action recommendations – all based on the CRM data sales teams use every day.
How does AI change everyday sales work?
- AI automatically scores sales opportunities, suggests prioritized follow-up actions, and delivers real-time insights from CRM data. This shortens decision paths and enables more targeted management of sales resources.
What can be automated in sales?
- Lead prioritization, opportunity analysis, revenue forecasting, conversation evaluations, and follow-up recommendations – AI handles these tasks largely automatically, reducing the manual workload for the sales team.
Where does AI play a role along the sales pipeline?
- AI supports every stage of the pipeline – from lead qualification and opportunity assessment to revenue forecasting. Marketing and customer service also benefit when CRM data is centrally managed and intelligently analyzed.
What CRM challenges does AI specifically solve?
- Instead of sifting through data manually, AI analyzes patterns in real time and provides targeted recommendations. Forecasts become more accurate, analytical overhead drops – and sales decisions are based on current facts rather than gut feeling.
Why is AI gaining importance in sales?
- Shorter decision cycles, greater competitive pressure, and growing volumes of CRM data make AI a strategic necessity. Those who automate analysis and spot patterns before they become obvious are faster and more accurate than the competition.
