Learn to design AI-enabled B2B sales workflows using Microsoft Dynamics 365 Sales. Through a practical business scenario, you will identify lead-to-opportunity friction, prioritize automation opportunities, and combine predictive scoring, Sales accelerator work lists, and Copilot-supported insights with responsible human judgment.
You will configure guided selling with segments, sales sequences, and assignment rules while learning to evaluate pipeline health and forecast reliability. You will interpret opportunity data, activity signals, forecast categories, and analytics from Dynamics 365 Sales or Power BI Desktop.
You will also assess privacy, data access, human-review, escalation, and change-control requirements. Practical activities culminate in an implementation-ready workflow blueprint connecting Dynamics 365 Sales features, AI capabilities, Power Automate extension points, success metrics, accountable owners, and governance controls. Designed for sales, CRM, operations, consulting, and solution-design professionals worldwide, the course provides practical skills for building measurable and responsibly governed sales automation.
