Copilot with Microsoft Dynamics 365 CRM Intermediate
The Copilot with Microsoft Dynamics 365 CRM course equips functional consultants, business analysts, and CRM administrators with skills to deploy AI-driven sales tools that reduce manual data entry by up to 40%, according to Microsoft’s internal productivity studies. You’ll learn how to configure Copilot for record summarization, meeting preparation, and predictive lead scoring in Dynamics 365 Sales, solving the critical pain point of inefficient seller workflows and low CRM adoption.
This course prepares learners for the Microsoft Certified: Dynamics 365 Sales AI Consultant Associate certification (Exam AB-210), which requires a passing score of 700. Koenig Solutions provides official vendor-authorized courseware and 30-day lab access, enabling hands-on practice with Copilot agents. Graduates gain proven expertise in AI-augmented CRM, positioning them for roles in digital transformation and intelligent sales automation.
Course Overview
The Copilot with Microsoft Dynamics 365 CRM course by Microsoft is designed to equip professionals with the skills to leverage AI-driven capabilities within Dynamics 365 Sales and customer engagement apps. This training supports candidates preparing for the foundational understanding assessed in Exam MB-910: Microsoft Dynamics 365 Fundamentals (CRM), which includes evaluating how Microsoft 365 Copilot enhances sales, service, and customer insights workflows. Ideal for functional consultants, business analysts, and CRM administrators, this course addresses a growing industry demand—over 70% of Fortune 500 companies now use Dynamics 365 with AI integrations to streamline customer operations. Participants gain hands-on experience in deploying intelligent automation and conversational AI to improve sales productivity and customer relationship management.
Students engage with core Microsoft technologies including Dynamics 365 Sales, Microsoft 365 Copilot, Power Platform, Azure AI Services, SharePoint Online, and the Dynamics 365 AI Hub within a cloud-based lab environment accessible through the Azure Portal. The hands-on labs focus on configuring and customizing Copilot for Sales, enabling AI features across Outlook and Teams, and building embedded AI experiences such as opportunity summarization, meeting preparation, and email assistance. A key project involves orchestrating a prebuilt Copilot agent for a simulated enterprise sales team, where learners deploy record summarization, recent change tracking, and news updates—all while ensuring data security and role-based access compliance. These real-world exercises mirror actual implementation scenarios faced by organizations adopting AI at scale.
This course prepares learners for the Microsoft Certified: Dynamics 365 Fundamentals (CRM) credential, a recognized benchmark for professionals entering the CRM and AI-enhanced sales domain. With Dynamics 365 expertise, certified professionals report average annual salaries ranging from $95,000 for functional consultants to over $140,000 for senior roles in consulting firms like Velosio and Stoneridge Software. Koenig Solutions enhances this learning path with Guaranteed-to-Run batches, official Microsoft courseware, and optional 1-on-1 mentoring to ensure mastery. Upon completion, graduates are positioned to drive AI-powered digital transformation in CRM, leading to career advancement as AI solution architects, Dynamics 365 consultants, or CRM innovation leads in global enterprises.
What You'll Learn
Prerequisites
- Basic understanding of Microsoft Dynamics 365 CRM and Copilot with Microsoft Dynamics 365 CRM
- Familiarity with sales processes and customer relationship management workflows in Dynamics 365
- Experience navigating Microsoft 365 apps like Outlook and Teams to enhance productivity
- Knowledge of Power Platform administration fundamentals, including environment setup and security roles
- Understanding of AI prompts and generative AI features within Copilot Studio for Microsoft Dynamics 365 CRM
- Ability to configure settings in the Power Platform admin center, such as data movement and feature enablement, to optimize CRM workflows
Certification Exam
Everything you need to know about the MB-220 certification exam
Course Curriculum
Structured learning with hands-on labs and real-world scenarios
1
Day 1– Mastering Copilot with Microsoft Dynamics 365 CRM
2
Day 2– AI-Enhanced Sales Communication Strategies
3
Day 3– Team Collaboration and AI Enablement
4
Day 4– Deployment Architecture for Copilot Success
5
Day 5– Configuration and Advanced Extensibility
What's Included in Your Training
Every enrollment comes packed with resources to maximise your learning and exam success
Official Courseware
Hands-On Lab Environment (30 days)
Exam Preparation Materials
Practice Test Questions (200+)
Certificate of Completion
Post-Training Support (30 days)
Session Recording Access
Free Rescheduling (7+ days notice)
Hands-On Lab
Live Lab Sandbox
Real EnvironmentPractice in a real lab environment with full access to the tools and services covered in the course.
30+ Guided Labs
30+Step-by-step lab exercises designed to reinforce each module with practical, hands-on tasks.
Lab Manual Included
Full GuideComprehensive lab guide with detailed instructions, screenshots, and troubleshooting tips.
Post-Training Access
30 Days30 days of extended lab access after your training ends so you can continue practicing.
Career Outcomes
of MB-220 certified professionals report career advancement within 6 months
Salary Impact
Average salary increase reported after obtaining the MB-220 certification
*Source: Glassdoor / LinkedIn 2025
Job Roles
- Dynamics 365 Sales AI Consultant
- AI-Enhanced CRM Solutions Architect
- Business Analyst - AI in Sales
- Dynamics 365 Functional Consultant (AI)
- Lead CRM Automation Specialist
- Copilot for Sales Implementation Lead
Companies Hiring
and 5,000+ organizations worldwide seeking MB-220 certified professionals
Course Student Reviews
Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.
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★★★★★
“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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“I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”
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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.”
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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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“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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“SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”
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.”
AI-102 Certified ✓ Verified -
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“DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
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.”
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.”
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.”
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.”
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.”
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.”
SC-300 Certified ✓ Verified -
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
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.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
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.”
SC-300 Certified ✓ Verified
-
★★★★★
“AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”
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.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
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.”
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.”
DP-600 Certified ✓ Verified -
★★★★★
“Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”
AZ-400 Team Training ✓ Verified
Frequently Asked Questions
Everything you need to know about the MB-220 training course
Is the certification exam included in the Copilot with Microsoft Dynamics 365 CRM course, and what is the exam fee if separate?
What training formats does Koenig offer for Copilot with Microsoft Dynamics 365 CRM, and is there a Guaranteed-to-Run option?
How long is lab access provided, and what type of lab environment is used for Copilot with Microsoft Dynamics 365 CRM training?
What is Koenig's rescheduling and cancellation policy for the Copilot with Microsoft Dynamics 365 CRM course?
What is the format, number of questions, passing score, and time limit for the Copilot with Microsoft Dynamics 365 CRM certification exam?
How long is the Copilot with Microsoft Dynamics 365 CRM certification valid, and what is the renewal process and cost?
What post-training support does Koenig provide after completing the Copilot with Microsoft Dynamics 365 CRM course?
What prerequisites or experience are recommended for enrolling in the Copilot with Microsoft Dynamics 365 CRM course?
What is the average salary increase or career impact after earning the Copilot with Microsoft Dynamics 365 CRM certification?
How does formal training for Copilot with Microsoft Dynamics 365 CRM compare to self-study for certification preparation?
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