Set up and configure Dynamics 365 Sales

Module
11 Units

Beginner

Business User

Functional Consultant

Dynamics 365

Sales

Dynamics 365 Sales combines CRM with AI to help salespeople build stronger relationships, prioritize the right opportunities, and close deals faster. This module walks you through configuring the application—from licensing and security roles to Copilot, intelligence features, and AI agents.

Learning objectives

In this module, you'll:

Learn about the key features of Dynamics 365 Sales and how it can help your organization.
Configure key settings that organizations should customize when setting up the application.
Set up the included security roles for sales users.
Use the Dynamics 365 AI Hub to enable AI agents and Copilot features for your sales team.

Prerequisites

Basic understanding of navigation in the Microsoft Dynamics 365 application and a working knowledge of the core records that are used in sales scenarios

Introduction min
Prepare for your Dynamics 365 Sales deployment min
Set up security roles min
Set up and configure the application min
Configure collaboration features min
Configure Copilot in Sales min
Set up AI features in the Dynamics 365 AI Hub min
Configure intelligence features min
Configure the sales accelerator min
Module assessment min
Summary min

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