MB-280T02 - Empower Sellers with Dynamics 365 Sales and Microsoft Copilot for Sales
This two-day course gives you a thorough, hands-on introduction to Dynamics 365 Sales and Microsoft Copilot for Sales — covering everything from initial setup through to advanced productivity tools and AI-powered insights.
We start by getting the foundations right — setting up and configuring Dynamics 365 Sales, connecting it to Microsoft 365, and making sure the supporting applications are in place. From there, we dive into the day-to-day reality of sales management: tracking customer interactions, managing leads through the pipeline, and turning opportunities into orders. You'll also get to grips with the product catalog and the full sales order process.
The course then moves into the tools that help sales teams stay focused and hit their numbers — defining goals, managing forecasts, and working with business process flows that guide sellers through the right steps at the right time. We'll also explore Sales Insights and the Sales Accelerator, including how to build sales sequences, set up assignment rules, work with segments, and even engage customers through text messages.
No sales course would be complete without a look at the data, so we cover how to analyse your Dynamics 365 Sales data directly in the app and through Power BI dashboards. We wrap up with the mobile app and Microsoft 365 Copilot for Sales — giving sellers the AI-powered tools they need to be productive wherever they are, along with guidance on how to deploy Copilot for Sales across an organisation.
1. Get started with Dynamics 365 Sales
- Introduction to Dynamics 365 Sales and Microsoft 365 Copilot for Sales
- Configure organization and management settings
- Set up and configure supporting applications
2. Manage leads and opportunities in Dynamics 365 Sales
- Track customer interactions with activities
- Manage leads in Dynamics 365 Sales
- Manage opportunities in Dynamics 365 Sales
3. Manage orders and the product catalog in Dynamics 365 Sales
- Manage and organize your product catalog with Dynamics 365 Sales
- Process sales orders with Dynamics 365 Sales
4. Manage goals and forecasts in Dynamics 365 Sales
- Define and track goals in Dynamics 365 Sales
- Manage forecasting in Dynamics 365 Sales
5. Work with business process flows, Dynamics 365 Sales Insights, and Sales accelerator
- 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
6. Analyze Dynamics 365 Sales data
- Analyze data in Dynamics 365 Sales
- Analyze data with Power BI
7. Enhance seller productivity with the mobile app and Microsoft 365 Copilot for Sales
- 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
Calendar
| Webinar | Price | Actions |
|---|---|---|
| 18/06/2026 - 19/06/2026 (09:30 - 17:00 CET/CEST) | € 900,00 | Register |
| 24/09/2026 - 25/09/2026 (09:30 - 17:00 CET/CEST) | € 900,00 | Register |
| 26/11/2026 - 27/11/2026 (09:30 - 17:00 CET/CEST) | € 900,00 | Register |
Enjoy a discount and leverage your Companial Service Funds.
This course is part of the following learning journeys:
- Business Central Consultant Learning Journey
- Customer Engagement Learning Journey
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Who is this course for?
This course is designed for IT or sales professionals who want to learn how to leverage Dynamics 365 Sales and Microsoft Copilot for Sales for their organizations. Students should have knowledge in basic sales principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.
What will you learn?
By the end of this course, you'll be able to:
- Set up and configure Dynamics 365 Sales — get the system ready for use by configuring organisation settings, management options, and the supporting applications that sellers depend on every day.
- Track customer interactions and manage leads — record and follow up on activities, move leads through the pipeline, and make sure nothing falls through the cracks.
- Manage opportunities from start to finish — take opportunities through the full sales cycle and convert them into orders with confidence.
- Work with the product catalog and sales orders — organise your products and pricing, and process sales orders efficiently within Dynamics 365 Sales.
- Define goals and manage forecasts — set up sales goals, track progress against them, and use forecasting tools to give your team and management a clear picture of where things stand.
- Work with business process flows and Sales Accelerator — guide sellers through the right steps at the right time, build sales sequences, define assignment rules, work with segments, and engage customers through text messages.
- Leverage Dynamics 365 Sales Insights — use AI-driven insights to boost seller productivity, prioritise the right activities, and make smarter decisions throughout the sales process.
- Analyse sales data in Dynamics 365 and Power BI — dig into your sales data to spot trends, track performance, and support better decision-making across the team.
- Use the Dynamics 365 Sales mobile app — keep sellers productive on the go with the mobile app, so they always have the information they need at their fingertips.
- Deploy and use Microsoft 365 Copilot for Sales — understand how Copilot for Sales works, how to install and roll it out, and how to use it to give sellers an AI-powered edge in their day-to-day work.