AB-210T00: Accelerate sales pipelines with AI in Dynamics 365

The Accelerate sales pipelines with AI in Dynamics 365 (AB-210T00) course is a 3-day instructor-led training. It focuses on using Copilot and AI agents in Dynamics 365 Sales to qualify leads, prioritize opportunities, improve forecast accuracy and shorten sales cycles. Delivered by Esamatic srl, Microsoft Learning Partner in Milan, with Microsoft Certified Trainers.

• Duration: 3-day of instructor-led training
• Focus: AI-assisted selling and pipeline acceleration
• Platform: Dynamics 365 Sales, Copilot, Power Platform
• Approach: Hands-on labs and real business scenarios

Course Overview: Accelerate sales pipelines with AI in Dynamics 365

Sales teams are rapidly adopting AI to work their pipelines more effectively. This course shows sellers, sales operations professionals and consultants how to configure and use the AI capabilities of Dynamics 365 Sales: Copilot for summarization and next-best-action, sales qualification agents, predictive scoring, and AI-driven forecasting. Participants build end-to-end scenarios where AI agents research accounts, qualify inbound leads and keep CRM data healthy.

Learning Objectives

1. AI-assisted selling — use Copilot in Dynamics 365 Sales for account research, email drafting and opportunity summaries
2. Sales agents — configure the Sales Qualification Agent and other out-of-the-box agents to automate lead triage
3. Predictive insights — apply predictive lead/opportunity scoring and AI forecasting to prioritize the pipeline
4. Extensibility — extend sales AI scenarios with Copilot Studio and Power Platform

Who Should Attend

This course is designed for sales professionals, CRM functional consultants, sales operations analysts and business application specialists working with Dynamics 365 Sales.

Prerequisites

• Familiarity with CRM concepts and sales processes
• Basic experience with Dynamics 365 or another CRM platform
• No coding experience required

Why Train with Esamatic

All sessions are delivered live by Microsoft Certified Trainers using official Microsoft courseware, with hands-on labs and real-world scenarios. Available as open enrollment or dedicated company sessions, on-site or remote.