Microsoft Dynamics 365 Sales AI Consultant

Sales data is sensitive and sellers work in teams. You design business units, security roles and record access so that people see the right accounts and deals, and agents inherit sensible limits.

• Business units, teams and ownership
• Security roles for sellers, managers and administrators
• Record sharing and hierarchy security
• Field-level security
• What AI features can see
• Testing access as different users

You build A security model for a sales organization, tested with three user personas.

Quotes and forecasts depend on products and prices. You build the product catalog with families, bundles and units, and create price lists and discounts that reflect how the business sells.

• Product families, products and units
• Bundles and relationships
• Price lists and price list items
• Discount lists and rules
• Product lifecycle and publishing
• Importing catalog data

You build A product catalog with families, a bundle and two price lists.

Sellers follow a process and live in Outlook, Teams and Excel. You configure business process flows that guide each stage, and integrate Sales with the Microsoft 365 tools reps already use.

• Business process flows for leads and opportunities
• Stages, steps and required fields
• Outlook add-in and email integration
• Teams and collaboration integration
• Excel and document integration
• SharePoint document storage

You build A business process flow tied to the sales stages, with Outlook and Teams integration working.

Agents amplify a process, good or bad. You define where AI belongs in the sales process, assess whether data and process are ready for agents, and plan a staged introduction.

• Mapping the sales process to AI opportunities
• Readiness: data, process and permissions
• Choosing which agents to deploy first
• Setting success measures
• Change management for sellers
• Risks of over-automation

You build An AI-first sales plan with readiness findings and a staged agent rollout.

Sellers need to know what to do next. You configure the sales accelerator for work queues and sequences, and set up predictive scoring so leads and opportunities are prioritized by likelihood.

• Sequences and the work list
• Sales accelerator setup and assignment rules
• Predictive lead and opportunity scoring
• Data requirements for scoring models
• Reading and trusting a score
• Retraining and monitoring scores

You build A sequence and a scoring model configured for one sales team.

Insight features turn activity into guidance. You configure call analysis, forecasts and Copilot record summaries, and judge how much weight each deserves in coaching and planning.

• Conversational intelligence and call capture
• Key topics, sentiment and competitor mentions
• Forecast configuration and hierarchy
• Copilot summaries for records
• Using insights in coaching
• Data privacy and consent for call analysis

You build Conversational intelligence and a forecast configured for a pilot team.

Leads are worth little until they are qualified. You set up lead capture, scoring and nurturing, and define the qualification criteria that separate a conversation worth having from noise.

• Lead sources and capture
• Lead scoring models and thresholds
• Nurturing and handoff to sales
• Defining qualification criteria
• Duplicate detection and routing
• Measuring lead quality

You build A lead handling process with scoring, qualification criteria and routing.

An agent can research and qualify leads before a seller spends time on them. You configure the Sales Qualification Agent, start it in research-only mode, and review its work before granting it more autonomy.

• What the Sales Qualification Agent does
• Configuring sources and instructions
• Research-only mode and what it produces
• Reviewing and correcting agent output
• Moving from research to action
• Monitoring qualification results

You build A Sales Qualification Agent in research-only mode, with a review of its output on real leads.

Deals are won on preparation. You tune opportunity management and the pipeline view, and use the Sales Research Agent to gather account and deal intelligence that sellers can check and use.

• Opportunity stages, fields and pipeline views
• Deal health and risk signals
• The Sales Research Agent: inputs and outputs
• Checking agent findings against sources
• Using research in account plans
• Keeping opportunity data current

You build A tuned opportunity pipeline and a Sales Research Agent configured for one team.

Closing involves repetitive steps that agents can take on. You configure the Sales Close Agent, decide which actions it may take and which need a person, and monitor what it does to deals.

• What the Sales Close Agent automates
• Configuration and instructions
• Setting boundaries on autonomy
• Human approval before customer-facing actions
• Reading the agent’s activity log
• Handling mistakes and rollbacks

You build A Sales Close Agent with defined boundaries and an approval step for outward-facing actions.

Sellers are rarely at a desk. You deploy the mobile app, enable Teams calling from Sales, and configure SMS, so that customer contact is captured in the record wherever it happens.

• Mobile app configuration and offline use
• Teams calling inside Sales
• SMS channel setup and consent
• Capturing contact into the record
• Notification and permission settings
• Testing on devices

You build A mobile, Teams calling and SMS setup that logs activity to the customer record.

Sales processes always need a little more than the product provides. You add flows, custom apps and components, and Power BI reports to Sales, with attention to security and supportability.

• Triggering flows from Sales records
• Common sales automations and approvals
• Embedding canvas apps and components
• Power BI reports and dashboards in Sales
• Security of embedded content
• Supporting custom extensions

You build A flow, an embedded app component and a Power BI report added to a Sales form.

Design one complete solution. You configure the base, switch on intelligence, deploy agents with controls, extend the platform, and test the whole against a realistic selling scenario.

• Scoping the sales organization’s needs
• Configuring base, security and catalog
• Enabling intelligence and agents with limits
• Extending with mobile, calling and Power Platform
• Testing with a full lead-to-close scenario

You build A configured Sales solution with agents and a documented lead-to-close test.