Dynamics 365 Sales helps accelerate sales teams’ efforts with relationship-building tools and AI-driven insights. In this course, students will learn how to configure and leverage Dynamics 365 Sales to set sales teams up for success. First, students will set up and configure lead and opportunity management strategies. Then students will organize their product catalog and process sales orders. Finally, students will leverage relationship selling features, the Sales accelerator, and Sales Insights. In this course students will also learn how to set up and deploy Microsoft Copilot for Sales, a productivity tool to help sellers inside and outside Dynamics 365 Sales. This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam.
Key Skills & Learning Outcomes
By the end of this course, participants will be able to:
- Configure and manage leads, opportunities, accounts, and contacts.
- Set up product catalogs, quotes, orders, and invoices to support the sales cycle.
- Use Sales Insights (including predictive scoring, conversation intelligence, and forecasting).
- Configure and apply goal management to monitor seller performance.
- Deploy and utilize Sales Accelerator and Microsoft Copilot for Sales for AI-driven productivity.
- Access and work with Dynamics 365 Sales on mobile devices.
This course is designed for:
- IT professionals, sales consultants, and business analysts working with Dynamics 365 Sales.
- Professionals seeking to improve sales processes and leverage AI-powered tools to empower sellers.
- Learners preparing for the Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate certification.
Learners should have:
- A basic understanding of sales principles and the sales lifecycle.
- Familiarity with Dynamics 365 model-driven apps and Customer Insights.
- Experience with Microsoft Power Platform basics is helpful but not required.
- Introduction to Dynamics 365 Sales and Microsoft 365 Copilot for Sales
- Configure organization and management settings
- Set up and configure supporting applications
- Lab 0: Set up a Dynamics 365 Sales trial
- Lab 1.1: Configure supporting applications
- Track customer interactions with activities
- Manage leads in Dynamics 365 Sales
- Manage opportunities in Dynamics 365 Sales
- Lab 2.1: Manage leads and opportunities
- Manage and organize your product catalog with Dynamics 365 Sales
- Process sales orders with Dynamics 365 Sales
- Lab 3.1: Configure the product catalog
- Lab 3.2: Build quotes
- Lab 3:3: Orders and invoices
- Define and track goals in Dynamics 365 Sales
- Manage forecasting in Dynamics 365 Sales
- Work with business process flows
- Enhance productivity with Dynamics 365 Sales Insights
- Set up Sales accelerator
- Create sales sequences and assignment rules
- Work with segments
- Engage with customers through text messages
- Lab 5.1: Configure a business process flow
- Lab 5.2: Configure sequences
- Analyze data in Dynamics 365 Sales
- Analyze data with Power BI
- Lab 6.1: Configure a dashboard
- Get started with the Dynamics 365 Sales mobile app
- Boost sales performance with Microsoft 365 Copilot for Sales
- Install and deploy Microsoft 365 Copilot for Sales
This course is ideal for IT professionals or sales specialists who want to unlock the full potential of Dynamics 365 Sales, including leveraging Microsoft Copilot for Sales. Attendees should be familiar with basic sales principles, the Dynamics 365 customer experience suite (especially Sales and Customer Insights), and have some experience with model-driven app configuration.
To get the most from this course, participants should:
- Understand fundamental sales concepts.
- Be familiar with Dynamics 365 Sales, as well as Customer Insights.
- Have basic experience working with model-driven applications in the Microsoft Power Platform.
By the end of the two-day course, you'll be equipped to:
- Configure lead and opportunity management strategies.
- Organize and manage your product catalog, handle sales orders, and build forecasts.
- Set up and use relationship selling tools, including the Sales Accelerator, Sales Insights, and text message capabilities.
- Implement goal management and integrate Sales Insights with Power BI for analytics.
- Set up and deploy Microsoft Copilot for Sales as well as use Dynamics 365 Sales on mobile
- The course runs for 2 days.
- It’s offered in multiple formats including virtual instructor-led, public classroom sessions, private group training, or customized delivery.
- Delivery options often include interactive lectures, live demos, and hands-on labs.
MB-280T02 is part of the four-course MB-280 series (T01–T04) aligned with the Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate certification. Completing it helps prepare you for the exam by reinforcing key sales configuration and analytics skills.
