Course Overview: AB-210 Dynamics 365 Sales AI Training

This 3-day intermediate course helps learners build practical skills to design and configure AI-powered sales solutions with Dynamics 365 Sales, Microsoft Copilot, and AI agent capabilities. The course focuses on translating sales business requirements into intelligent seller workflows that support lead management, opportunity management, sales forecasting, collaboration, and guided execution. 
 
Learners explore how AI can improve seller productivity, strengthen forecasting accuracy, accelerate deal progression, and support better decision-making across the lead-to-cash process. The course also emphasizes governance, secure data access, responsible AI practices, and alignment with organizational revenue goals. 

After completing the AB-210 course, participants will be able to:

  • Configure Dynamics 365 Sales features for AI-powered selling.
  • Use Microsoft Copilot to improve daily seller productivity.
  • Design AI-first seller workflows aligned with business requirements.
  • Generate, qualify, and prioritize leads using AI capabilities
  • Support opportunity management with predictive insights and guided actions.
  • Improve sales forecasting and decision-making using AI-driven intelligence.
  • Deploy, manage, and monitor AI agents in Dynamics 365 Sales.
  • Extend Dynamics 365 Sales with Microsoft Power Platform tools.
  • Apply governance, security, and responsible AI practices to sales solutions.

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Key features of AB-210 AI Sales Training:

  • Official Microsoft course aligned with Dynamics 365 Sales AI capabilities.

  • Covers Copilot, AI agents, predictive insights, and guided seller workflows

  • Focuses on the complete lead-to-cash sales process. 

  • Includes practical guidance for configuring AI-powered sales features. 

  • Helps learners improve forecasting, productivity, and decision quality.

  • Emphasizes governance, security, and responsible AI adoption.

  • Supports preparation for the Dynamics 365 Sales AI Consultant Associate certification

  • Suitable for business analysts and functional consultants working with sales solutions.

Who should Attend AB-210 Exam?

  • Business analysts who support sales transformation and AI-enabled sales process improvement
  • Functional consultants who configure Dynamics 365 Sales and Microsoft Power Platform solutions.
  • Sales operations professionals who want to improve lead, opportunity, and forecasting workflows.
  • Learners preparing for the Microsoft Certified: Dynamics 365 Sales AI Consultant Associate certification.

Prerequisites of AB-210 Certifications:

• General understanding of sales processes and seller experience. 
• Basic familiarity with Dynamics 365 Sales concepts and sales application navigation. 
• Functional knowledge of model-driven apps and Power Platform configuration. 
• Basic understanding of Power Automate cloud flows and business process automation. 
• Awareness of organizational governance, data access, and responsible AI considerations. 

Why choose CloudThat as your training partner?

  • CloudThat delivers Microsoft-focused training with practical examples, helping learners connect course theory with workplace sales transformation scenarios. 
  • Experienced trainers simplify Dynamics 365 Sales, Copilot, and AI agent concepts through guided demonstrations and structured discussions
  •  Learners receive hands-on exposure to AI-powered seller workflows that support productivity, forecasting, and decision-making improvements. 
  • CloudThat can customize delivery for enterprise teams based on current tools, sales processes, and business priorities. 
  • Training sessions are designed to support certification readiness while also building practical implementation confidence.
  • Participants benefit from clear explanations, real-world use cases, and guidance aligned with Microsoft learning outcomes.

Learning Objectives of AB-210 Training Course

  • Understand how AI-enhanced sales solutions improve lead management, opportunity execution, forecasting, and seller productivity. 
  • Learn to configure Dynamics 365 Sales features that support AI-powered selling and intelligent workflow automation. 
  •  Explore how Microsoft Copilot can help sellers summarize activities, prioritize work, and make faster decisions. 
  • Build practical knowledge of AI agents that assist sales teams across the lead-to-cash process. 
  • Apply governance, responsible AI, and secure data access principles when designing sales solutions. 
  • Extend Dynamics 365 Sales using Power Platform capabilities to support business-specific seller workflows. 

Course Outline AB-210: AI-Powered Dynamics 365 Sales Training Download Course Outline

  • Configure core Dynamics 365 Sales features.
  • Prepare sales data and processes for AI-enabled workflows.
  • Set up collaboration and productivity capabilities for sellers.

  • Use AI to identify, score, and prioritize leads
  • Improve lead qualification with predictive insights.
  • Support sellers with intelligent recommendations and next steps.

  • Manage opportunities using AI-powered guidance.
  • Use conversational intelligence and sales insights to support deal progression.
  • Improve forecasting accuracy and pipeline visibility.
  • Help sellers focus on high-value actions and customer engagement.

  • Extend sales workflows using Microsoft Power Platform.
  • Build automation that supports seller productivity and process consistency
  • Deploy, manage, and monitor AI agents in Dynamics 365 Sales.

Certification details: AB-210 Dynamics 365 Sales AI Training

    • This course supports preparation for the Microsoft Certified: Dynamics 365 Sales AI Consultant Associate certification.
    • The related certification validates the ability to design and configure AI-enhanced sales solutions using Dynamics 365 Sales, Copilot, and agent capabilities.
    • Candidates should understand sales processes, seller experience, model-driven apps, Power Automate cloud flows, and Power Platform configuration basics.
    • The certification is suitable for professionals working with sales, operations, and IT teams to optimize revenue-focused workflows.
    • A passing score of 700 is required for the related Microsoft certification exam, as stated in Microsoft certification guidance.

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Course ID: 30697

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FAQs for AB-210 Dynamics 365 Sales AI Training

The AB-210 course teaches you how to use Microsoft Copilot and AI agents to automate sales activities, prioritize opportunities, improve seller productivity, and streamline sales processes.

The AB-210: Dynamics 365 Sales AI Training course helps you build skills in Dynamics 365 Sales, Microsoft Copilot, AI agents, sales automation, opportunity management, and AI-powered sales workflows.

The AB-210 course is ideal for Functional Consultants, Business Analysts, Sales Operations professionals, Power Platform professionals, and anyone looking to implement AI-powered sales solutions with Dynamics 365 Sales.

The AB-210 course helps organizations improve lead qualification, accelerate sales pipelines, enhance forecasting accuracy, and increase team productivity using Dynamics 365 Sales and Microsoft AI.

AB-210 Certification Training prepares professionals for roles such as Dynamics 365 Functional Consultant, Sales AI Consultant, Business Analyst, Power Platform Consultant, and Dynamics 365 Sales Consultant.

The AB-210 course shows how Microsoft AI and Dynamics 365 Sales can automate routine sales tasks, improve customer engagement, and enable data-driven sales decisions.

The AB-210 course helps professionals build expertise in Dynamics 365 Sales, Microsoft Copilot, and AI-driven sales processes, making them better equipped to deliver modern, intelligent sales solutions.

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