Configure Dynamics 365 Sales for AI-powered selling
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Learn how to leverage AI-powered features in Dynamics 365 Sales to empower sellers and accelerate sales pipelines. This learning path covers tools like Copilot, AI agents, and the Dynamics 365 AI Hub to help your teams work smarter and build stronger customer relationships. Gain practical skills in configuring and optimizing Dynamics 365 Sales for your organization.
Prerequisites
- Basic understanding of CRM systems
- Familiarity with sales processes
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Modules in this learning path
Dynamics 365 customer engagement apps give your organization the tools to deliver standout customer experiences—from first contact to long-term loyalty. In this module, explore how Sales, Customer Service, Contact Center, Customer Insights, and Field Service work together on a shared platform, and how AI features like Copilot and AI agents help your teams act on insights, automate routine work, and focus on what matters most.
Explore how Dynamics 365 Sales uses AI agents, Copilot, and automation to help your sales team work smarter and close more deals.
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.