Discover Dynamics 365 Sales as an AI-powered sales solution

  • Module
  • 8 Units
Beginner
Business User
Functional Consultant
Sales
Dynamics 365

Explore how Dynamics 365 Sales uses AI agents, Copilot, and automation to help your sales team work smarter and close more deals.

Learning objectives

This module explains the following concepts:

  • How Dynamics 365 Sales uses AI agents and Copilot to power the sales process.
  • The different product offerings in Dynamics 365 Sales and how to design an AI-driven sales strategy.
  • Core elements of the application, how to navigate within it, and how to access Copilot and agents.
  • Management of customers in the application, and how to engage with them using agents.
  • How Copilot features help sellers stay productive and informed.
  • How autonomous agents automate key sales tasks from lead qualification to opportunity management.

Prerequisites

Basic knowledge of Dynamics 365

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