After the course you can configure Dynamics 365 Sales so that Copilot and sales agents support sellers from the first lead to the closed deal. You set up the product catalogue, process flows, scoring and forecasts, deploy qualification, closing and research agents, and keep an eye on what they do. Where the standard features fall short, you extend the solution with Power Automate, Power Apps and Power BI. The course is aimed at functional consultants, business analysts and CRM owners who already work with Power Platform and are preparing for exam AB-210.
What you’ll take away.
- Set up Dynamics 365 Sales with mailboxes, business process flows, the timeline, the security model and Microsoft 365 integration
- Maintain the product catalogue, product families and price lists with multiple currencies
- Configure the sales accelerator, predictive scoring, conversational intelligence, forecasts and Copilot features
- Set up the Sales Qualification, Sales Close and Sales Research agents, interpret their actions and monitor them
- Extend Sales with Power Automate, embedded Power Apps components and Power BI reports
Your training in detail
- Who is it for?
- Functional consultants, business analysts and CRM owners who map sales processes in Dynamics 365 Sales using AI features and agents.
- Prerequisites
- You understand typical sales processes and have intermediate experience configuring Power Platform, especially model-driven apps and Power Automate cloud flows.
- Format & planning
- Standard length: 3 training days. A different length can be arranged for companies.
Agenda: from understanding to application
Our independently developed agenda proposal. Focus areas, lab environment and scope are agreed before booking.
Preparing Sales: prerequisites, mailboxes, business process flows, data import and the security model
Product catalogue and price lists, including currencies
An AI-first sales strategy: the Dataverse data model, differences between Sales licence plans, capacity and credits for agents
Intelligence features: sales accelerator, work assignment, conversational intelligence, predictive scoring, forecasts and goals
Qualifying leads with the Sales Qualification Agent: modes, configuration and monitoring
Developing opportunities with the Sales Opportunity, Sales Close and Sales Research agents
Extending: the Sales mobile app, Teams calling, SMS channel, Power Automate, Power Apps and Power BI
You set up a lead-to-cash process for a fictional machinery sales team: product catalogue, business process flow, lead scoring and a qualification agent. You then use test data to check which leads the agent prioritises and why.
Exams, licences & credentials
The course prepares you for exam AB-210, which leads to Microsoft Certified: Dynamics 365 Sales AI Consultant Associate. The certification page currently refers to the exam's beta phase; check Microsoft Learn for its current status. The exam and its fee are included only if the offer explicitly confirms this. Any certificate is issued by Microsoft. This is not an official Microsoft course unless the offer states otherwise.
Vendor references & review date
Sources checked on 2026-11-10. These sources describe the technology or external exam requirements. They do not imply a partnership with NextNowa.
Your learning content
These objectives describe the training topic. The specific syllabus, dates and trainer are agreed before booking; the written offer is binding.
Frequently asked questions
Which agents does the course cover?
The Sales Qualification Agent for leads, plus the Sales Opportunity, Sales Close and Sales Research agents for opportunities and analysis, each with setup and monitoring.
Do I need Power Platform experience?
Yes. Microsoft recommends training in intermediate-level Power Platform configuration beforehand and expects working knowledge of model-driven apps and Power Automate cloud flows.
Does AB-210 Accelerate sales pipelines with AI in Dynamics 365: configuring sales with Copilot and agents include a certificate?
The course prepares you for exam AB-210, which leads to Microsoft Certified: Dynamics 365 Sales AI Consultant Associate. The certification page currently refers to the exam's beta phase; check Microsoft Learn for its current status. The exam and its fee are included only if the offer explicitly confirms this. Any certificate is issued by Microsoft. This is not an official Microsoft course unless the offer states otherwise.