AB-6003: Introduction to Sales in Dynamics 365
Course AB-6003: Introduction to Sales in Dynamics 365
The AB-6003: Introduction to Sales in Dynamics 365 course is an official Microsoft training designed to provide a practical overview of the commercial capabilities of Dynamics 365 Sales. This solution is part of Microsoft's business application platform and enables organizations to efficiently manage customer relationships, sales opportunities, commercial activities, and business acquisition processes.
Dynamics 365 Sales helps sales teams centralize customer information, automate tasks, manage the complete sales cycle, and improve productivity through artificial intelligence and advanced analytics capabilities. Its integration with Microsoft 365, Power Platform, and Microsoft Copilot facilitates a unified experience for salespeople, sales managers, and operations teams.
This course is aimed at professionals who want to understand how to use Dynamics 365 Sales to optimize commercial processes, improve opportunity management, and increase the efficiency of sales teams. Its practical approach allows the application of acquired knowledge in real business scenarios.
Additionally, this course is officially from Microsoft and eligible for FUNDAE subsidies for companies, facilitating training in one of the most widely used CRM solutions within the Microsoft ecosystem.
Course Overview
The AB-6003: Introduction to Sales in Dynamics 365 course provides a practical introduction to the sales functionalities of Microsoft Dynamics 365. The training allows understanding how organizations can manage leads, accounts, contacts, opportunities, and commercial activities from a single platform.
During the course, participants will explore the main capabilities of Dynamics 365 Sales, including customer relationship management, sales opportunity tracking, automation of commercial processes, and the use of intelligent tools to improve the productivity of sales teams.
With a business-oriented approach, this training helps understand how Dynamics 365 Sales contributes to improving commercial collaboration, optimizing the sales cycle, and gaining a more complete view of the organization's performance, facilitating data-driven decision-making and structured processes.
What is Microsoft AB-6003 certification for in the professional environment?
The Microsoft AB-6003 certification allows acquiring and demonstrating knowledge about using Dynamics 365 Sales to manage commercial processes, customer relationships, and business opportunities in modern business environments. This training helps understand how organizations use Microsoft's CRM technologies to optimize commercial activity and improve the productivity of sales teams.
In the job market, the knowledge associated with the course is especially useful for profiles such as functional consultants, sales managers, business analysts, CRM administrators, and professionals involved in Dynamics 365 implementation or adoption projects. Organizations increasingly demand professionals capable of using digital tools to improve customer management and support data-driven sales processes.
The AB-6003 training facilitates professional development by providing a solid foundation on Dynamics 365 Sales, helping to understand modern commercial processes and allowing participation in digital sales projects, commercial automation, and business transformation based on Microsoft technology.
Professional Applications of Dynamics 365 Sales
Dynamics 365 Sales is Microsoft's CRM solution designed to help organizations manage customers, commercial opportunities, and sales processes from an integrated platform. It allows centralizing commercial information, optimizing collaboration between teams, and obtaining a more complete view of commercial activity.
In companies, Dynamics 365 Sales is used to manage leads, contacts, accounts, and opportunities, automate administrative tasks, track commercial activities, and improve customer relationships. It also facilitates report generation, results analysis, and the identification of growth opportunities through centralized and accessible information for the entire organization.
The AB-6003 course allows understanding how to apply these capabilities in real business scenarios. Participants will learn to use Dynamics 365 Sales to optimize commercial processes, improve the productivity of sales teams, and support decision-making through more efficient management of commercial information.
What official Microsoft courses and certifications include at Nanfor
The training includes Microsoft Learn material, expert tutor presentations, authorized labs, specialized tutoring, and certification preparation.
Nanfor combines official Microsoft content with expert guidance, allowing training to be geared towards practical application in real business environments.
Learn about all components
Advantages of AB-6003 Training
Training in AB-6003: Introduction to Sales in Dynamics 365 provides a solid foundation for understanding how Microsoft Dynamics 365 Sales helps manage modern commercial processes, optimize customer relationships, and increase the productivity of sales teams.
- Understand the fundamentals of Dynamics 365 Sales and its application in business environments.
- Learn to manage accounts, contacts, leads, and commercial opportunities.
- Understand the productivity and commercial intelligence capabilities available on the platform.
- Optimize activity tracking and collaboration among sales teams.
- Improve commercial pipeline visibility and opportunity management.
- Discover how artificial intelligence and Microsoft Copilot support sales processes.
- Acquire a practical understanding of how a modern CRM solution works.
- Prepare the knowledge base necessary to continue developing skills in Dynamics 365.
Furthermore, this training allows understanding how organizations use Dynamics 365 Sales to improve commercial management, increase productivity, and offer a better experience to customers and prospects.
Prerequisites
No prior experience with Dynamics 365 is required to take the AB-6003 course. The training is designed as an introduction to the sales capabilities of Microsoft Dynamics 365 Sales.
However, it is advisable to have basic knowledge of:
- Sales processes and commercial management.
- Customer relationship and opportunity management.
- General CRM concepts.
- Business productivity tools.
- Microsoft 365 environments.
The course is aimed at both functional profiles and business users who want to understand how Microsoft Dynamics 365 Sales can help optimize an organization's commercial processes.
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Course Duration: 70 hours
General Course Information
Who is Microsoft AB-6003 course for?
The AB-6003: Introduction to Sales in Dynamics 365 course is aimed at professionals who want to understand how Microsoft Dynamics 365 Sales helps manage and optimize commercial processes within an organization.
It is especially suitable for sales managers, salespeople, CRM users, functional consultants, business analysts, and professionals involved in commercial management and customer relationship processes. It is also an excellent option for those who wish to get started in the Dynamics 365 ecosystem and understand how a modern CRM solution works.
The training is designed for both business profiles and professionals who collaborate on commercial transformation projects, process digitalization, and improving the productivity of sales teams.
AB-6003 Course Objectives and What You Will Learn
By the end of the AB-6003 course, you will understand how to use Microsoft Dynamics 365 Sales to efficiently manage customers, commercial opportunities, and sales activities, leveraging the platform's productivity and business intelligence capabilities.
- Understand the fundamental concepts of Dynamics 365 Sales.
- Manage accounts, contacts, and leads within the platform.
- Work with commercial opportunities and sales processes.
- Track activities and customer relationships.
- Understand how Dynamics 365 Sales helps improve commercial productivity.
- Discover the artificial intelligence capabilities and Microsoft Copilot applied to sales.
- Analyze commercial information to facilitate decision-making.
- Understand the integration of Dynamics 365 Sales with Microsoft 365 and Power Platform.
- Identify best practices for customer relationship and opportunity management.
- Gain a solid foundation to continue delving into Microsoft's business solutions.
AB-6003 Course Content – Official Program
Module 1: Describe the basics of Dynamics 365 customer engagement apps
- Overview of customer engagement apps in Dynamics 365
- Features of customer engagement apps
- Navigating customer engagement apps
- Timeline feature in customer engagement apps
- Exercise: Navigating Dynamics 365 apps
- Using prompts in Dynamics 365 apps with Copilot Chat
- Security in customer engagement apps
- AI form-filling assistant
- Managing daily actions with the communication assistant
Module 2: Exploring lead generation in Dynamics 365
- Customer Insights - Journeys use cases
- Lead generation and nurturing
- Segments
- Marketing email
- Forms
- Journeys
- Exercise: Create and use a lead nurturing journey template
- Simulation: Creating a customer journey
- Event management
Module 3: Exploring lead qualification in Dynamics 365
- Use cases for Dynamics 365 Sales
- Lead-to-opportunity conversion process
- Using AI in sales prospecting
- Work list and sequences
- Sales qualification agent in prospecting
- Commercial research agent for prospecting
- Using Sales in Microsoft 365 Copilot for prospecting
- Exercise: Working with the Sales Accelerator work list
- Sales mobile app
- LinkedIn Sales Navigator
- Complete AI-assisted lead qualification process
Module 4: Identifying customer needs and exploring relationships in Dynamics 365
- Sales closing agent
- Sales closing agent - Research
- Sales closing agent - Engage
- Sales research agent in customer engagement
- Using AI agents to analyze pipelines and qualify leads
- Using Sales in Microsoft 365 Copilot in customer engagement
- Sales process-focused view
- Collaboration with Microsoft Teams in the sales process
Module 5: Exploring how to negotiate deal terms and address objections in Dynamics 365 Sales
- Copilot in sales and negotiation
- Product catalog in Dynamics 365 Sales
- Sales closing agent in negotiation
- Sales research agent in negotiation
- Using Microsoft 365 Copilot in negotiation
- AI-assisted deal negotiation process
Module 6: Describe how to close customer deals in Dynamics 365
- Sales closing research agent
- Sales closing agent in interaction mode
- Sales research agent in sales closing
- Using Sales in Microsoft 365 Copilot in closing
- Sales closing process in Dynamics 365 with AI assistance
Module 7: Describe sales account management in Dynamics 365
- Key features of Dynamics 365 Customer Insights - Data
- Unified customer profiles
- Measures, segments, and predictions
- Churn risk and customer lifetime value prediction
- Using Customer Insights - Data in other applications
- Copilot in Sales for account management
- Sales research agent in account management
Module 8: Exploring forecasting, pipeline management, and analytics in Dynamics 365 Sales
- Forecasting in Dynamics 365 Sales
- Pipeline management
- Relationship intelligence and analytics
- Agent monitoring
- Copilot in Sales for forecasting and reporting
- Sales qualification agent for forecasting and reporting
- Sales closing agent for forecasting and reporting
- Exercise: Supervisor workflow experience
Module 9: Describing shared functionalities in Dynamics 365 customer engagement apps
- Adapting customer engagement apps to business needs
- Integration with Microsoft Power Platform
- Reports, charts, dashboards, and views
- Microsoft 365 integrations
- Copilot functionalities in customer engagement apps
- Autonomous agents in Dynamics 365
Course Language
- Course: English / Spanish
- Labs: English / Spanish
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If you want to take it in in-person or telepresence mode, please contact us:
Nanfor, official Microsoft ICT training center
Nanfor is a customized ICT training center, specializing in technology training for professionals and companies, and is officially accredited by Microsoft as:
- Microsoft Solutions Partner – Training Services
- Microsoft Cloud Partner
These accreditations certify that Nanfor complies with Microsoft's standards for delivering technical courses, using Microsoft content and Microsoft Certified Trainers (MCTs), ensuring quality, continuous updates, and alignment with certifications.
Frequently asked questions about the AB-6003 course
What is the Microsoft Dynamics 365 Sales AB-6003 course?
The Microsoft Dynamics 365 Sales AB-6003 course is an official Microsoft training that provides a practical introduction to the business functionalities of Dynamics 365 Sales, including lead, opportunity, account, contact management, and sales processes.
What is the purpose of the Microsoft Dynamics 365 Sales AB-6003 course in a professional environment?
The AB-6003 course helps to understand how to use Dynamics 365 Sales to improve business management, increase sales team productivity, and optimize customer relationships through digital tools and business intelligence.
Is the Microsoft Dynamics 365 Sales AB-6003 course official from Microsoft?
Yes. The Microsoft Dynamics 365 Sales AB-6003 course is official Microsoft training based on Microsoft Learn and aligned with best practices for modern business process management.
How does the Microsoft Dynamics 365 Sales AB-6003 course differ from other Microsoft training?
The AB-6003 course focuses specifically on sales processes and commercial management within Dynamics 365 Sales. It is aimed at business users and commercial professionals who want to understand how to leverage Microsoft's CRM capabilities.
Is the Microsoft Dynamics 365 Sales AB-6003 course eligible for FUNDAE funding?
Yes. The Microsoft Dynamics 365 Sales AB-6003 course is eligible for FUNDAE funding for companies, allowing them to recover all or part of the investment made in training according to available credits.
What is the duration of the Microsoft Dynamics 365 Sales AB-6003 course?
The AB-6003 course has a reduced duration aimed at learning the fundamentals of Dynamics 365 Sales. The exact duration will depend on the contracted modality and the training plan established by Nanfor.
Is the Microsoft Dynamics 365 Sales AB-6003 course included in Nanfor's LaaS?
Yes. The Microsoft Dynamics 365 Sales AB-6003 course can be part of Nanfor's LaaS programs, facilitating continuous access to specialized training in Microsoft technologies and business applications.
What technical level does the Microsoft Dynamics 365 Sales AB-6003 course require?
The AB-6003 course is aimed at a basic and introductory level. It does not require prior knowledge of Dynamics 365, although familiarity with general concepts of sales, CRM, and customer management is recommended.
What career opportunities does the Microsoft Dynamics 365 Sales AB-6003 course offer?
The AB-6003 course allows for strengthening profiles such as Dynamics 365 Sales user, commercial specialist, sales manager, business analyst, junior functional consultant, or professional involved in CRM projects based on Microsoft technologies.
