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AB-210: Dynamics 365 Sales Foundations for AI
New
26 students
AB-210: Dynamics 365 Sales Foundations for AI
Build a reliable Sales foundation: core setup, security, Microsoft 365 integration, product catalogs and pricing.
Created byHamdy Khaled
Last updated 9/2026
English
English [Auto],
What you'll learn
- Plan a Dynamics 365 Sales environment and identify the licenses, app access, and configuration needed before enabling AI.
- Set up email synchronization, timelines, and business process flows that support a consistent sales process.
- Improve sales data quality and apply security roles and Microsoft 365 integrations to protect and connect seller information.
- Configure products, units, price lists, currencies, discounts, and opportunity products for reliable sales transactions.
Explore related topics
Course content
3 sections • 10 lectures • 52m total length
Requirements
- Basic familiarity with CRM and the lead-to-cash sales process is helpful. A Dynamics 365 Sales trial or sandbox is optional for practice; no coding is required.
Description
Great AI starts with a Sales system you can trust.
A seller cannot see an opportunity. An important customer email is missing from the timeline. A product appears with the wrong price. These are the kinds of problems that make everyday selling harder—and give AI the wrong foundation to work from.
In this focused course, you will learn how the core pieces of Microsoft Dynamics 365 Sales fit together before Copilot and sales agents enter the picture. Across eight concise lessons, a connected Contoso scenario turns configuration choices into practical sales decisions. You will see what to set up, why it matters, and where to look when something goes wrong.
What you will explore
Deploy Dynamics 365 Sales and choose the right environment, access, and core settings.
Connect mailboxes, server-side synchronization, and the activity timeline.
Use business process flows and clean data to support a consistent sales journey.
Protect records with security roles and connect Teams, SharePoint, Outlook, and OneDrive.
Structure products, units, families, bundles, price lists, currencies, discounts, and opportunity products.
You will finish with a clearer picture of the dependencies behind a reliable seller experience. When a sales process fails—or you are asked to add AI to it—you will be better equipped to identify the underlying configuration decision instead of guessing at a feature or changing settings blindly.
Who this course is for
This course is for Dynamics 365 and Power Platform consultants, sales operations professionals, and AB-210 learners who want to understand the Sales foundation in a practical, connected way. Basic CRM familiarity helps; access to a trial or sandbox is optional.
Who this course is for:
- For Dynamics 365 or Power Platform consultants, sales operations professionals, and AB-210 learners who want a practical foundation in Sales configuration for AI.