Extend Dynamics 365 Sales with AI and Power Platform tools

Learning Path
3 Modules

At a glance

Level

Beginner
Skill

 
Product

Dynamics 365 Sales Microsoft Power Platform Microsoft Dataverse Power Apps Power Automate Power BI Power Pages Microsoft Copilot Studio
Role

Functional Consultant Business User Solution Architect
Subject

Marketing and sales Business applications

Discover how to enhance Dynamics 365 Sales by integrating it with AI-driven tools and Power Platform capabilities. Learn to use the Dynamics 365 Sales mobile app, leverage Microsoft 365 services with model-driven apps, and extend Dynamics 365 applications using Power Automate, Power Apps, Power BI, and Copilot Studio.

Prerequisites

Basic understanding of Dynamics 365 Sales
Familiarity with Microsoft Power Platform
Experience with Microsoft 365 services

Modules in this learning path

Get started with the Dynamics 365 Sales mobile app

The Dynamics 365 Sales mobile app helps sellers build better relationships with their customers and be more productive.

Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

Microsoft 365 services, such as SharePoint and Microsoft Exchange, can help fill areas where model-driven apps don't have the tools necessary to help meet your specific needs.

Extend Dynamics 365 apps with Power Platform and Copilot Studio

Dynamics 365 is powerful out of the box, but the real impact comes when you extend it. In this module, you'll learn how to embed automation, AI agents, live analytics, and external-facing portals directly into Dynamics 365 Sales, Customer Service, Contact Center, Customer Insights, and Field Service. From triggering Power Automate flows inside a form to connecting your data to external AI tools via Model Context Protocol, you'll leave with a clear picture of what's possible and how to make it happen.

Start