Win deals with AI-powered sales execution in Dynamics 365 Sales
At a glance
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Closing deals takes more than a good pitch. In this learning path, you build the foundation sellers need to work efficiently in Dynamics 365 Sales, from setting up a product catalog and managing the full opportunity lifecycle, to deploying AI agents that monitor pipeline risks and follow up with customers automatically. You also configure forecasting and analytics tools so your team can spot revenue trends before the quarter ends.
Prerequisites
- None
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Modules in this learning path
Learn how to set up and manage the product catalog in Dynamics 365 Sales to support consistent pricing and efficient selling across your organization.
Configure and manage opportunities in Dynamics 365 Sales from creation through closure. Add products and pricing to opportunities, use Copilot for insights and meeting preparation, process quotes and orders, and customize opportunity forms.
Your sellers shouldn't spend their days chasing down deal status, manually following up on unanswered quotes, or guessing which opportunities are about to go cold. In this module, you'll configure two AI agents in Dynamics 365 Sales that do that work for them — the Sales Opportunity Agent, which continuously monitors your pipeline for risk and surfaces the deals that need attention, and the Sales Close Agent, which autonomously reaches out to customers to keep deals moving toward closure. By the end, your sales team has AI working in the background so sellers can focus on the conversations that actually close deals.
When a forecast misses and nobody saw it coming, the problem usually isn't the data; it's that the data arrived too late, in the wrong format, or in a tool nobody checks. In this module, you configure the analytics and forecasting capabilities in Dynamics 365 Sales so your team can spot pipeline risks early, project revenue with AI-backed confidence, and track performance against real targets — all without leaving their everyday workflow. By the end, Ana and her team won't just know what happened after the quarter closes. They'll know what's likely to happen while there's still time to act.