Microsoft Certified Dynamics 365 Sales AI Consultant Associate is an associate certification for consultants who configure AI powered sales solutions in Dynamics 365 with Copilot and agents.
Instructor Led Dynamics 365 Sales AI Consultant Training
What the Dynamics 365 Sales AI Consultant Certification Covers
The Microsoft Certified Dynamics 365 Sales AI Consultant Associate is the credential for consultants who design and configure AI enhanced sales solutions in Dynamics 365 Sales. It proves you can turn business requirements into practical seller workflows that use Copilot, conversational intelligence, predictive scoring and sales agents across the full lead to cash process.
This course suits functional consultants, Dynamics 365 administrators and sales operations professionals who want to build intelligent, AI first sales solutions rather than traditional CRM configuration alone. Over four days our experienced trainers take you through configuring Dynamics 365 Sales core features, optimising AI driven sales, qualifying leads with the Sales Qualification Agent, developing deals with the Sales Opportunity, Close and Research agents, and extending Sales with Power Automate, Power Apps and Power BI.
You also cover conversational intelligence, predictive lead and opportunity scoring, relationship intelligence, forecasting and goals, plus collaboration through the mobile app, Teams calling and an SMS channel. The training prepares you for the official Microsoft exam that leads to the Dynamics 365 Sales AI Consultant Associate certification, and the exam fee is included in your course. Holding this associate certification is also one way to meet the prerequisite for the expert Agentic AI Business Solutions Architect course. This course comes with digital course material and our price beat guarantee.
The Dynamics 365 Sales AI Consultant Associate certification shows you can build AI powered sales solutions that help sellers work faster and close more deals. It is an intermediate, role based credential that connects real sales requirements to Copilot, agents and predictive insights inside Dynamics 365, which is exactly what employers hiring for AI capable Dynamics consultants are looking for.
With Logitrain, the official Microsoft exam is included in your course fee, and you can sit it within three months of finishing. You receive digital course material, learn from experienced trainers, and are covered by our price beat guarantee. Study in person in Melbourne, Sydney and Brisbane, or live online anywhere in Australia, and sit the exam at any Pearson VUE test centre or online through Pearson VUE proctoring.
There is no mandatory certification you must hold before this course. Microsoft recommends that you first complete intermediate level Power Platform configuration training, and that you have functional knowledge of interpreting an organisation’s sales processes and seller experience, building and extending model driven apps, and building Power Automate cloud flows. Around six to twelve months of hands on Dynamics 365 or Power Platform experience will help you get the most from the course.
Once you hold this associate certification, the natural next step is the expert level Agentic AI Business Solutions Architect course, since an associate certification from this family is required before you sit that exam.
Candidates can achieve this certification by passing the following exam.
- AB-210 Accelerating Sales Pipelines with AI in Dynamics 365, leading to the Microsoft Certified: Dynamics 365 Sales AI Consultant Associate certification
You can book and sit the exam within three months of finishing your course. Sit it at any Pearson VUE test centre, or online through Pearson VUE online proctoring from a private space.
Exam format: multiple choice and multiple response questions with a passing score of 700 on a scale of 1000. Microsoft does not publish a fixed number of questions or a set time limit for this exam.
Digital courseware for AB-210 Accelerate Sales Pipelines with AI in Dynamics 365
- Configure Dynamics 365 Sales core features, including the security model, mailboxes and business process flows
- Set up and manage the product catalogue, price lists and currencies
- Design an AI first sales strategy using Copilot and agents
- Configure the Sales accelerator, work assignment and conversational intelligence
- Configure predictive lead and opportunity scoring
- Set up relationship intelligence, forecasting and goals
- Configure the Sales Qualification Agent and interpret its actions
- Set up and monitor the Sales Opportunity, Close and Research agents
- Qualify and prioritise leads using AI driven insights
- Manage opportunities and deal closing with intelligent agents
- Extend Sales with the mobile app, Teams calling and an SMS channel
- Expand Sales using Power Automate, Power Apps and Power BI
- Apply governance and responsible AI practices to sales solutions
- Dynamics 365 functional consultants
- Dynamics 365 Sales administrators and CRM administrators
- Sales operations and revenue operations professionals
- Business analysts working with sales processes
- Power Platform makers moving into Dynamics 365 Sales
- Sales managers and team leads who own the CRM
- Career changers moving into Dynamics 365 consulting
- Evaluate prerequisites for deploying Dynamics 365 Sales
- Configure mailboxes
- Set up and configure business process flows
- Configure the timeline
- Evaluate options for importing and exporting data
- Examine the Sales security model
- Configure Microsoft 365 functionality across Teams, SharePoint, Outlook and OneDrive
- Configure products and product families
- Create and manage price lists and currencies
- Augment seller workflows using Copilot and agents
- Design the sales data model in Dataverse
- Evaluate reporting and visualisation options
- Differentiate features across Sales plans
- Configure prerequisites, capacity, billing and credits for agents
- Configure the Sales accelerator
- Configure work assignment and distribution
- Set up conversational intelligence
- Configure predictive scoring
- Set up relationship intelligence
- Configure Copilot features, including record summarisation
- Configure and use forecasts to improve sales performance
- Set up goals and goal metrics
- Configure the lead and opportunity experience
- Fine tune the predictive scoring model
- Evaluate Research only versus Research and engage modes for the Sales Qualification Agent
- Configure, interpret and monitor the Sales Qualification Agent
- Coordinate opportunity management with the Sales Close Agent
- Add opportunity products and configure pricing
- Configure the opportunity pipeline view
- Set up and configure the Sales Opportunity Agent
- Set up, interpret, monitor and collaborate with the Sales Close Agent
- Evaluate, configure and use the Sales Research Agent
- Analyse sales performance using the research canvas
- Deploy and configure the Sales mobile app
- Set up Teams calling
- Configure an SMS channel
- Create Power Automate flows
- Embed Power Apps components and controls
- Embed Power BI reports
- Agentic AI Business Solutions Architect is the expert next step, and this associate certification helps meet its prerequisite.
- Dynamics 365 Contact Center AI Engineer Associate is a sibling associate for people focused on service and contact centre channels.
- Intelligent Applications Builder Associate suits consultants who also build intelligent apps on Power Platform.
- AI Agent Builder Associate goes deeper on designing and building agents.
- AI Business Professional builds practical Copilot skills for everyday sales and business work.
- AI Transformation Leader suits managers guiding AI adoption across sales teams.
- Job Ready Program combines training, certification, internship and career counselling for a move into a Dynamics 365 role.
- Microsoft courses lists the full range of Microsoft training at Logitrain.
Got a sales team to train? Logitrain can deliver the Dynamics 365 Sales AI Consultant course in house at your premises anywhere in Australia, with the same experienced trainer, course material, mock test and official exam as the public courses. It suits sales, operations and CRM teams who want everyone trained together on dates that suit the business.
What is the Dynamics 365 Sales AI Consultant Associate certification?
It is Microsoft’s associate level credential for consultants who design and configure AI enhanced sales solutions in Dynamics 365 Sales, using Copilot, conversational intelligence, predictive scoring and sales agents across the lead to cash process.
Is the exam included in the course fee?
Yes. The official Microsoft certification exam is included in your Logitrain course fee, and you can sit it within three months of finishing your training.
What are the prerequisites for this course?
There is no mandatory certification. Microsoft recommends intermediate Power Platform configuration knowledge, along with familiarity with sales processes, model driven apps and Power Automate cloud flows. Around six to twelve months of hands on experience is helpful.
Is this the current version of the certification?
Yes. The course maps to Microsoft’s current Dynamics 365 Sales AI Consultant Associate certification, with skills measured updated during 2026, and the exam is delivered through Pearson VUE.
How long is the course?
The course runs for four days full time, or four weeks part time if you study in the evenings or on weekends.
Where can I attend the training?
You can train in person in Melbourne, Sydney, Brisbane, Adelaide, Perth and Canberra, or join live online anywhere in Australia. Every session is delivered live in real time with a trainer.
Which course should I take first?
Most people start with this associate course to build practical Dynamics 365 Sales AI skills, then move on to the expert Agentic AI Business Solutions Architect course once they are ready to design solutions at an architecture level.
What is included with the AB-210 Course?
Includes Official Exam Fee
Take the certification exam within 3 months of course / module completion
Authorised Test Centre
Take the official certification exam at Logitrain, a local VUE test centre or online
Includes Course Material
Course material in digital format is included for flexibility and ease of use
Includes Practise Questions
Practise questions are provided for better understanding of the key concepts
Instructor-led Training
Attend the course with an instructor at our training centre or from anywhere
Our Price Beat Guarantee
Relax, we will beat competitor’s advertised price. Our course has no extra costs
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