AB-210 Accelerate Sales Pipelines with AI in Dynamics 365 MB-210  MB-280

Course Overview

This course teaches participants how to use Microsoft Dynamics 365 Sales, Microsoft Copilot, and AI-driven automation to modernize and accelerate the sales lifecycle. Students will learn how to optimize lead management, improve forecasting, automate engagement, and increase seller productivity using Microsoft AI technologies.

Who Should Attend

This course is ideal for:

• Sales Professionals, Functional Consultants, Solution Architects, Sales Managers, AI & CRM Specialists
• Sales operations professionals and CRM administrators
• IT professionals supporting sales teams
• Anyone preparing for the AB-210 certification exam

Prerequisites

Before attending, participants should have:

• Familiarity with business applications
• A desire to customize and implement CRM solutions for business needs

Learning Objectives

By the end of this course, students will be able to:

• Configure AI-powered sales processes in Dynamics 365
• Use Copilot to improve seller productivity
• Automate sales workflows using Power Platform
• Improve forecasting and customer engagement using AI insights
• Design modern, AI-assisted sales experiences

Course Modules

Module 1: Introduction to AI-Powered Sales with Dynamics 365

Topics

• Overview of Dynamics 365 Sales
• Introduction to Microsoft Copilot for Sales
• AI-driven sales transformation concepts
• Modern sales lifecycle management

Support Statements

• Understand how AI improves seller productivity and customer engagement
• Learn how Dynamics 365 Sales supports end-to-end pipeline management
• Explore how Copilot assists with sales insights, summarization, and recommendations

📚 Module 2: Configure Sales Workspaces and Seller Experiences

Topics

• Configure sales accelerator
• Manage workspaces and sequences
• Configure activities and relationship management
• Personalize seller experiences

Support Statements

• Learn how to streamline seller workflows with guided activities
• Improve sales consistency through automated engagement sequences
• Configure personalized experiences to increase seller efficiency

📚 Module 3: Lead and Opportunity Management with AI

Topics

• Lead qualification and scoring
• Opportunity lifecycle management
• AI-generated relationship insights
• Pipeline management best practices

Support Statements

• Use AI scoring to prioritize high-value leads and opportunities
• Improve pipeline visibility and sales forecasting accuracy
• Automate relationship tracking and customer interaction analysis

📚 Module 4: Accelerate Sales Engagement with Copilot

Topics

• Use Copilot to draft emails and meeting summaries
• AI-assisted opportunity updates
• AI-generated customer insights
• Prompt engineering for sellers

Support Statements

• Increase seller productivity using AI-generated communications
• Reduce administrative overhead with automated summaries and updates
• Learn effective prompting techniques for business-focused AI interactions

📚 Module 5: Sales Forecasting and Predictive Analytics

Topics

• Configure forecasting
• Predictive opportunity scoring
• Pipeline analytics and KPIs
• Sales performance dashboards

Support Statements

• Improve forecasting accuracy using predictive AI models
• Analyze sales performance with interactive dashboards and KPIs
• Use AI-driven insights to identify risks and growth opportunities

📚 Module 6: Customer Engagement and Relationship Intelligence

Topics

• Relationship analytics
• Customer interaction tracking
• LinkedIn Sales Navigator integration
• Sentiment and engagement analysis

Support Statements

• Strengthen customer relationships through AI-driven engagement analysis
• Track customer interactions across channels for better visibility
• Use relationship intelligence to improve communication timing and effectiveness

📚 Module 7: Automating Sales Processes with Power Platform

Topics

• Power Automate for sales workflows
• Approval automation
• Power Apps for custom sales scenarios
• Dataverse integration

Support Statements

• Automate repetitive sales tasks and approval processes
• Extend Dynamics 365 Sales with low-code applications
• Integrate business data using Microsoft Dataverse and Power Platform tools

📚 Module 8: AI-Driven Customer Insights and Personalization

Topics

• Dynamics 365 Customer Insights integration
• Customer segmentation
• Personalized engagement strategies
• AI-driven recommendations

Support Statements

• Use customer data to build targeted engagement strategies
• Improve customer experiences with AI-powered personalization
• Leverage unified customer profiles for smarter selling decisions

📚 Module 9: Reporting, Dashboards, and Executive Visibility

Topics

• Power BI integration
• Executive sales dashboards
• Pipeline health reporting
• KPI visualization

Support Statements

• Create executive-level dashboards for sales leadership visibility
• Monitor pipeline health and sales trends in real time
• Use visual analytics to support strategic decision-making

📚 Module 10: Real-World AI Sales Scenarios (Capstone Lab)

Topics

• End-to-end AI-assisted sales cycle
• Multi-stage pipeline management
• Customer engagement simulation
• AI-powered sales optimization

Support Statements

• Apply AI tools to a complete sales lifecycle scenario
• Practice optimizing opportunities using predictive insights and Copilot
• Demonstrate real-world seller productivity improvements using Microsoft AI tools

🧪 Hands-On Labs

Students will complete labs including:

• Configuring Sales Accelerator and sequences
• Using Copilot for email and meeting generation
• Building automated workflows with Power Automate
• Creating forecasting dashboards with Power BI
• Managing leads and opportunities using AI scoring