AB-210 Dynamics 365 Sales AI Consultant - 2026

This course contains the use of artificial intelligence.

Build AI-Powered Sales Solutions with Dynamics 365

Learn how to design, configure, and optimize modern sales solutions using Microsoft Dynamics 365 Sales, Copilot, AI agents, and Power Platform.

This AB-210 course takes you from the core configuration of Dynamics 365 Sales to advanced AI-powered sales capabilities that help organizations qualify leads, manage opportunities, improve seller productivity, automate workflows, and make better sales decisions.

Whether you're preparing for the AB-210 certification exam or want practical skills for implementing intelligent sales solutions, this course gives you a structured path through the technologies and scenarios you need to understand.

Configure Dynamics 365 Sales for AI-Powered Selling

Start by building a strong Dynamics 365 Sales foundation.

You’ll explore how to configure important sales components, including:

• Sales prerequisites and configuration

• Mailboxes and email integration

• Business process flows

• Timelines

• Data import and export

• Security

• Microsoft Teams

• SharePoint

• Outlook

• OneDrive

• Products and product families

• Price lists and currencies

These capabilities create the foundation required for intelligent, AI-driven seller experiences.

Design an AI-First Sales Strategy

Move beyond traditional CRM processes and discover how AI can enhance the seller workflow.

Learn how to combine Copilot, AI agents, Dataverse, analytics, and automation to create intelligent sales experiences.

Explore topics such as:

• AI-first seller workflows

• Copilot capabilities

• Sales data models

• Dataverse

• Reporting and visualization

• AI agent deployment considerations

• Capacity, billing, and credits

Use AI-Powered Sales Intelligence

Discover how Dynamics 365 Sales can help sellers focus on the right customers, activities, and opportunities.

You’ll learn about:

• Sales Accelerator

• Work assignment and distribution

• Conversational intelligence

• Predictive scoring

• Relationship intelligence

• Copilot record summarization

• Sales forecasting

• Goals and goal metrics

Understand how these capabilities work together to improve sales productivity and decision-making.

Qualify and Prioritize Leads with AI

Learn how AI can transform the lead qualification process.

Explore the lead and opportunity experience, predictive scoring, and intelligent lead prioritization.

You’ll also work with the Sales Qualification Agent and understand how it can support research and engagement workflows.

Topics include:

• Lead generation and nurturing

• Lead and opportunity configuration

• Predictive lead scoring

• Sales Qualification Agent

• Research-only scenarios

• Research and engagement scenarios

• Agent configuration

• Agent monitoring

• Interpreting agent actions

Develop Opportunities with Intelligent Research

Go deeper into opportunity management and learn how intelligent agents can support sellers throughout the deal lifecycle.

Explore:

• Opportunity management

• Opportunity products

• Pricing

• Pipeline views

• Sales Opportunity Agent

• Sales Close Agent

• Sales Research Agent

• Intelligent deal research

• Agent monitoring and collaboration

• Research-driven sales insights

Learn how AI agents can help sellers research opportunities, identify important information, and move deals forward more effectively.

Extend Dynamics 365 Sales

Finally, learn how to expand Dynamics 365 Sales beyond its core functionality.

Explore supporting applications and Microsoft Power Platform capabilities, including:

• Dynamics 365 Sales mobile app

• Microsoft Teams calling

• SMS channels

• Power Automate cloud flows

• Power Apps components

• Power BI reports

By the end of the course, you'll understand how Dynamics 365 Sales, Copilot, AI agents, automation, analytics, and Power Platform work together to create intelligent sales solutions.

Prepare for AB-210 with Practical Understanding

This course is designed to help you understand the technologies and business scenarios behind AB-210—not simply memorize terminology.

You'll develop a stronger understanding of how to translate business sales requirements into practical Dynamics 365 solutions enhanced by AI, automation, intelligence, and agents.