Course Overview
TOPThis course teaches learners 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 organizational revenue goals, governance standards, and responsible AI practices.
Scheduled Classes
TOPOutline
TOPPrerequisites
TOP- Basic understanding of sales concepts and processes
- Familiarity with Dynamics 365 Sales or the Dynamics 365 customer experience suite
- General awareness of business applications and CRM workflows
- Foundational knowledge of AI concepts is helpful but not mandatory
Who Should Attend
TOPThis 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. Learners may have a general understanding of sales processes or Dynamics 365 but are looking to develop the skills needed to translate business requirements into practical, AI-powered sales workflows while following governance and responsible AI practices.