Microsoft Dynamics 365 Sales AI Consultant Associate (AB-210) Cert Prep by Microsoft Press

Course details

This course provides the foundation to become a certified Microsoft Dynamics 365 Sales AI Consultant Associate (AB-210) by preparing you for the certification exam. Discover how to set up Dynamics 365 Sales for an AI-ready organization and manage sales processes with AI-driven insights. Learn about configuring sale qualifications and opportunity agents, using Power Platform for sales extensions, and navigating the exam's challenging scenarios.

Learn how to configure a Dynamics 365 environment to enhance sales pipelines using AI. Explore foundational setups such as the security model and product catalog, and dive into AI features like predictive scoring and conversational intelligence. Discover how to deploy agents that automate sales processes and manage leads, while ensuring compliance in regulated industries. The course also covers extending sales through Power Automate, Power Apps, and Power BI, integrating them with mobile and communication platforms like Teams and SMS. Ideal for sales professionals, administrators, and anyone aiming for the AB-210 certification, this course equips you with the skills to streamline sales operations strategically.

Learning objectives
Configure and deploy AI sales agents tailored to specific business environments.
Optimize opportunity management through detailed pipeline analysis.
Integrate Dynamics 365 with Power Automate, Power Apps, and Power BI for enhanced functionality.
Adhere to compliance requirements while balancing automation and human oversight.
Extend sales capabilities beyond traditional CRM systems using the latest in AI technology.

Concepts

Introduction

Exam AB-210 accelerating sales pipelines with AI - intro

Setting Up Dynamics 365 Sales for an AI-Ready Organization

Learning objectives
Preparing your tenant for Dynamics 365 Sales
Building sales processes with flows and timelines
Choosing how to import and export sales data
The sales security model in practice
Building your product catalog from products to price lists

Designing an AI-First Sales Environment

Learning objectives
Placing Copilot and agents in the seller's day
Designing your sales data model in Dataverse
Choosing sales plans and reporting tools
Configuring your work environment for optimization with AI
Preparing your tenant for agents

Understanding the AI Agents That Run Your Sales Floor

Learning objectives
What these agents do, and what they don't do
How the four agents differ, and how they work together
Choosing agent modes and types
Understanding what an agent did and why

Bringing in Leads with the Sales Qualification Agent

Learning objectives
Designing the lead and opportunity experience for sellers
Tuning predictive scoring so sellers can trust the numbers
Choosing between research-only and research-and-engage
Configuring the sales qualification agent end to end
Monitoring and tuning the sales qualification agent

Closing Deals with the Sales Close and Sales Research Agents

Learning objectives
Managing opportunities with the sales close agent
Opportunity products, pricing, and the pipeline view
Sales opportunity agent or sales close agent - How to decide
Setting up the sales opportunity agent
Setting up the standalone sales close agent
Working alongside the sales opportunity agent
Using the sales research agent for account intelligence
Reading the research canvas to drive sales decisions

Extending Sales beyond the Box with Power Platform and Supporting Apps

Learning objectives
Connecting sellers with mobile, Teams, and SMS
Building sales workflows with Power Automate
Embedding Power Apps components inside sales
Embedding Power BI reports for in-app analytics

Summary

AB-210 accelerating sales pipelines with AI - Summary