Microsoft Dynamics 365 Sales AI Consultant Exam Preparation

Prepare for the AB-210: Microsoft Dynamics 365 Sales AI Consultant Associate exam with a practical, hands-on course covering Dynamics 365 Sales, Dataverse, Copilot, AI-powered sales features, and intelligent sales agents.

This course takes you from the fundamentals of Dynamics 365 through to configuring and working with advanced AI capabilities designed to help sales teams qualify leads, manage opportunities, improve forecasting, and close deals more effectively.

You’ll learn how Dynamics 365 fits into the wider Microsoft ecosystem, how Sales uses Dataverse and Power Apps, how to configure a Dynamics 365 Sales environment, and how to apply AI throughout the sales lifecycle.

What you'll learn

• Understand the Microsoft Dynamics 365 ecosystem and how Dynamics 365 Sales fits together with Dataverse and Power Apps

• Explore the different Dynamics 365 Sales editions and their capabilities

• Understand where AI and Copilot capabilities appear across Dynamics 365

• Configure Dynamics 365 Sales and understand key system prerequisites

• Work with security roles, app settings, data imports, Teams, and Outlook integration

• Configure Copilot and AI-powered sales capabilities

• Manage leads and understand the complete lead lifecycle

• Use predictive lead scoring to prioritize sales opportunities

• Use Copilot to work with leads and sales records more efficiently

• Understand, configure, build, monitor, and troubleshoot the Sales Qualification Agent

• Set up a product catalog, including products, pricing, and bundles

• Create and manage opportunities

• Add products and pricing to opportunities

• Create quotes and convert opportunities into won deals

• Understand and build the Sales Opportunity Agent

• Understand and build the Sales Close Agent

• Use the Sales Research Agent to interact with and explore your sales data

• Configure and understand forecasting in Dynamics 365 Sales

Who this course is for

This course is designed for anyone preparing for the AB-210 Microsoft Dynamics 365 Sales AI Consultant Associate exam, particularly aspiring Dynamics 365 consultants, functional consultants, sales professionals, administrators, and Microsoft professionals who want to build practical knowledge of Dynamics 365 Sales and its AI capabilities.

Whether you're new to Dynamics 365 or already have experience with Microsoft business applications, the course provides a structured path from the fundamentals through to AI-powered sales functionality.

Hands-on learning

Rather than focusing only on theory, this course includes practical demonstrations and configuration walkthroughs. You’ll see how to set up a Dynamics 365 Sales trial, configure the environment, work with leads and opportunities, build product catalogs, configure AI features, and create and work with intelligent sales agents.

By the end of the course, you’ll have a much stronger understanding of how Dynamics 365 Sales, Copilot, AI agents, Dataverse, and sales processes work together - giving you both exam preparation and practical skills you can apply in real-world Dynamics 365 projects.