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Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales Advanced

The Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales equips functional consultants and sales operations professionals with AI-driven tools to eliminate manual pipeline tracking and improve forecast accuracy. Learners gain hands-on skills in configuring AI agents, predictive scoring, and sales acceleration workflows—critical capabilities as 75% of top-performing sales teams now use AI to prioritize opportunities (Microsoft, 2023).

This course prepares learners for the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate certification. With Koenig’s Guaranteed-to-Run scheduling and official Microsoft courseware, professionals gain practical mastery in AI-powered sales execution, enabling smarter decision-making and higher win rates in modern CRM environments.

8 Hours (1 Days)
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0+ professionals trained

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Course Overview

The Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales is a specialized training program by Microsoft designed for technical consultants, functional consultants, and sales operations managers who aim to streamline and enhance sales workflows using intelligent automation. This course aligns with the skills measured in the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate certification, preparing professionals to implement AI-driven sales solutions. With over 60% of Fortune 500 companies leveraging Dynamics 365 for customer engagement, this workshop equips learners with in-demand expertise to drive digital transformation in sales organizations.

Participants will gain hands-on experience with core Microsoft platforms including Dynamics 365 Sales, AI-powered Copilot, Sales Accelerator, Predictive Lead and Opportunity Scoring, Autonomous AI Agents, and Power BI. Through guided labs in the Dynamics 365 environment, students configure end-to-end sales processes such as setting up product catalogs, managing opportunity lifecycles, and deploying AI agents that monitor pipeline risks. A key project involves building a smart sales sequence using the Sales Accelerator workspace, integrating predictive scoring models, and automating customer follow-ups via the Sales Opportunity Agent—mirroring real-world implementations used by global enterprises to increase win rates and reduce sales cycle times.

This workshop directly prepares candidates for the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate credential, widely recognized for validating expertise in modern CRM implementations. Professionals with this certification report an average salary increase of 20%, with Dynamics 365 consultants earning between $90,000 and $130,000 annually in North America. Koenig Solutions enhances this learning journey with Guaranteed-to-Run batches, official Microsoft courseware, and optional 1-on-1 mentoring, ensuring mastery of complex configurations. Graduates emerge ready to lead AI-enhanced sales transformations, driving measurable revenue growth and operational efficiency in enterprise environments.

What You'll Learn

Configure Dynamics 365 Sales opportunity management entities to streamline sales processes and increase conversion rates.
Deploy Copilot for Sales AI agents within Dynamics 365 to automate routine tasks and generate real-time insights.
Implement predictive lead scoring models in Dynamics 365 to prioritize high-potential prospects and accelerate deal closure.
Configure sales forecasting modules in Dynamics 365 Sales to accurately predict revenue and plan resource allocation.
Optimize sales pipelines using the Sales Accelerator to reduce sales cycle duration and improve seller productivity.
Customize Dynamics 365 Sales forms and implement Power Automate integration to secure sensitive data and tailor user experiences.

Prerequisites

Recommended knowledge before taking this course
  • Basic understanding of navigating the Microsoft Dynamics 365 Sales interface, essential for mastering the Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales by Microsoft
  • Familiarity with core sales records such as leads, opportunities, accounts, and contacts, crucial for effective sales process optimization in Dynamics 365 Sales
  • Working knowledge of the Dynamics 365 product catalog and sales workflows, vital for streamlining your sales operations with Microsoft Dynamics 365 Sales
  • Experience configuring security roles and permissions in Dynamics 365 Sales, ensuring secure and efficient access control during the workshop
  • Understanding AI features in Dynamics 365, including Copilot and AI agents, to leverage cutting-edge automation in sales processes
  • Prior completion of the 'Work with Dynamics 365 Sales' learning path or equivalent experience, to maximize your learning outcomes in this Microsoft course
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Certification Exam

Everything you need to know about the Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales certification exam

Exam Details
Exam Name
Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales
Format
Multiple choice, labs & case studies
Questions
Duration
Passing Score
Validity
Retake Policy
Retake the exam 24 hours after your first attempt. Subsequent attempts require a 14-day waiting period. Beta exams are limited to one attempt; retakes are permitted once the exam goes live. You may take the exam a maximum of five times within a 12-month period.
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Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales

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Course Curriculum

Structured learning with hands-on labs and real-world scenarios

1
Day 1– Mastering Product Catalog Architecture
Define products and product families Build complex product bundles efficiently Configure dynamic price lists, discounts Manage critical product lifecycle states Optimize catalog for sales speed Establish intelligent product relationships Enable advanced product search, filtering Validate Microsoft Dynamics 365 configuration
2
Day 2– Streamlining Opportunity and Order Flows
Manage opportunities with Microsoft Dynamics 365 Add products to active opportunities Configure precise opportunity pricing models Process professional quotes and orders Use Copilot for rapid meeting prep Customize intuitive opportunity entry forms Manage complex opportunity lifecycle stages Convert qualified leads into opportunities
3
Day 3– Accelerating Deals with AI Automation
Configure Microsoft Sales Opportunity Agent Deploy intelligent Sales Close Agent Monitor pipeline risks using AI Automate personalized customer follow-ups Enable real-time AI agent notifications Review actionable AI-generated sales insights Troubleshoot AI agent performance metrics Integrate AI into Dynamics 365 workflows
4
Day 4– Driving Growth with Sales Analytics
Configure Microsoft Sales Research Agent Set up accurate predictive forecasting Build data-driven sales forecasts Track key sales goals, metrics Configure standard fiscal year settings Use AI for deep data analysis Explore interactive performance dashboards Generate comprehensive sales forecast reports

What's Included in Your Training

Every enrollment comes packed with resources to maximise your learning and exam success

Career Outcomes

78%

of Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales certified professionals report career advancement within 6 months

Salary Impact

+22%

Average salary increase reported after obtaining the Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales certification

Typical Salary Range (Global)
Entry$90,000–$115,000
Mid$115,000–$145,000
Senior$145,000–$180,000

*Source: Glassdoor / LinkedIn 2025

Job Roles

6
  • Dynamics 365 Sales Consultant
  • Dynamics 365 Administrator
  • Sales Operations Manager
  • CRM Consultant
  • Dynamics 365 Functional Consultant
  • Sales Process Specialist

Companies Hiring

5,000+
Microsoft Accenture Deloitte Infosys Wipro Capgemini IBM JP Morgan Ernst & Young TCS

and 5,000+ organizations worldwide seeking Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales certified professionals

Real Transformations

Course Student Reviews

Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.

18,400+
Verified Reviews
4.9 / 5
Average Rating
95%
Would Recommend
1M+
Professionals Trained
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

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    Azure Administrator

    AZ-104 Certified ✓ Verified
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    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

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    CISO, Financial Services

    Enterprise Client ✓ Verified
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    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
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    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

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    AZ-305 Expert ✓ Verified
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    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

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    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
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    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

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    Security Analyst

    SC-300 Certified ✓ Verified
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    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

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    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

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    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified

Frequently Asked Questions

Everything you need to know about the Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales training course

Is the certification exam included in the Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales, and what is the fee?
The certification exam is not included in the Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales. You must purchase the MB-210 exam separately for $165 USD. Prices vary by region and exclude applicable local taxes.
What training formats are available for the Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales?
Koenig offers this workshop in live online 1-on-1, public live online, and self-paced formats. It is Guaranteed-to-Run, meaning the session proceeds on scheduled dates regardless of enrollment, ensuring reliable training even for a single participant.
How long is lab access provided for the Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales?
Learners receive 30 days of access to a cloud-based sandbox environment. This vendor-aligned lab allows you to practice real-world configurations in Dynamics 365 Sales without local installations, ensuring a seamless, hands-on learning experience throughout your training.
What is the cancellation policy for the Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales?
Koenig allows one free reschedule if requested 10 days before the start date. Cancellations or rescheduling within 10 days incur a 50% fee. Note that the same training session cannot be rescheduled more than once.
What is the format and passing score for the certification associated with the Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales?
The MB-210 exam features 40–60 questions, including case studies, over 100 minutes. You need a score of 700 out of 1000 to pass. It validates your ability to configure Dynamics 365 Sales and manage core features effectively.
How long is the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate credential valid after the workshop?
This certification is valid for one year. You must renew it annually by passing a free online assessment on Microsoft Learn. Failure to renew before expiration requires you to retake the full MB-210 certification exam.
What post-training support is included with the Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales?
Koenig provides 30 days of support, including recorded sessions, hands-on lab access, and practice tests. You also receive official Microsoft courseware and expert instructor guidance to ensure you are fully prepared for your certification success.
What are the recommended prerequisites for the Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales?
Participants should understand Dynamics 365 navigation, lead management, and product catalogs. Prior experience with the customer experience suite and basic model-driven app configuration is highly recommended to achieve the best possible learning outcomes.
What is the career impact of completing the Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales?
Certified professionals report average annual salaries between $85,000 and $110,000 USD. Furthermore, 68% of certified consultants qualify for advanced roles in CRM consulting, sales operations, or leadership, significantly enhancing your professional mobility and market value.
Why choose Koenig for the Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales?
Koenig’s instructor-led training improves certification pass rates by up to 40% compared to self-study. You gain structured guidance, guaranteed scheduling, and interactive labs, providing a superior environment for mastering Dynamics 365 Sales optimization techniques.
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