AB-210: Accelerate sales pipelines with AI in Dynamics 365
Overview
In this course students will learn how to design, configure, and govern AI‑enhanced sales solutions using Dynamics 365 Sales, Microsoft Copilot, and AI agent capabilities to support sellers across the lead‑to‑cash process. Learners translate business requirements into practical, AI‑first seller workflows that improve productivity, forecasting accuracy, and decision‑making while aligning with organisational revenue goals, governance standards, and responsible AI practices.
Who should attend
This course is designed for professionals who want to learn how to build AI‑enhanced sales solutions using Dynamics 365 Sales, Microsoft Copilot, and AI agents. It is ideal for students who want to understand how modern sales teams use AI to manage leads, opportunities, forecasting, and seller productivity.
Prerequisites
This course is suited to learners who have a general understanding of sales processes or Dynamics 365 and want to build skills in translating business requirements into practical, AI‑powered sales workflows, aligned with governance and responsible AI practices.
What you'll learn
After completing this course, students will be able to:
- Configure Dynamics 365 Sales core features for AI
- Optimise AI-driven sales
- Qualify and prioritise leads by using AI
- Develop deals by using intelligent opportunity research
- Extend and enhance Sales
Course content
Configure Dynamics 365 Sales for AI-powered selling
- Transform customer experiences with AI in Dynamics 365 apps
- Discover Dynamics 365 Sales as an AI-powered sales solution
- Set up and configure Dynamics 365 Sales
Generate and qualify leads using AI in Dynamics 365 Sales
- Nurture and generate leads in Dynamics 365 Sales
- Qualify leads using the Sales Qualification Agent in Dynamics 365 Sales
- Engage with customers through text messages in Dynamics 365 Sales
Win deals with AI-powered sales execution in Dynamics 365 Sales
- Set up the product catalog in Dynamics 365 Sales
- Manage opportunities and process sales orders in Dynamics 365 Sales
- Close deals using AI agents in Dynamics 365 Sales
- Analyse sales performance using AI, forecasting, and dashboards in Dynamics 365 Sales
Extend Dynamics 365 Sales with AI and Power Platform tools
- Get started with the Dynamics 365 Sales mobile app
- Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
- Extend Dynamics 365 apps with Power Platform and Copilot Studio
Common questions
When does AB-210: Accelerate sales pipelines with AI in Dynamics 365 next run?
The next date is Wed, 16 Sept 2026, and there are 3 further dates scheduled. Delivered live online, ACE Training Auckland, ACE Training Wellington. Every date and its format is listed on this page.
How much does AB-210: Accelerate sales pipelines with AI in Dynamics 365 cost?
From $2,995 + GST per person. Pricing can differ by date and location, so check the option you want before booking.
Do I need any prior experience?
This course is suited to learners who have a general understanding of sales processes or Dynamics 365 and want to build skills in translating business requirements into practical, AI‑powered sales workflows, aligned with governance and responsible AI practices.
Can I attend online, or does it have to be in a classroom?
Both. Some dates run live online and others in-class — each date on this page shows its format, so pick whichever suits.
Can you run this course for my team?
Yes. Any ACE course can be delivered in-house at your workplace and tailored to your team's tools and goals — quote course code AB210 when you enquire.