Scale SMB operations with the power of AI in Dynamics 365 Business Central
AI Business Solutions (ABS)
Agentify your business processes (Core)
Scale business processes with agent-powered finance (Core)
Intermediate
Dynamics 365 Business CentralDynamics 365 Business Central

Scale SMB operations with the power of AI in Dynamics 365 Business CentralUnder review

This presales course equips Microsoft partners to position and sell AI capabilities in Dynamics 365 Business Central to SMB customers. Structured across four stages-Partner Activation, Build Pipeline, Accelerate Pipeline, and Build Partner Practice-it covers productivity gains through Copilot and agents like the Sales Order, Payables, and Expense Agents, financial performance improvements including automated invoice and expense processing and cash-flow forecasting, sales, service, and project success, and supply chain optimization across purchasing, manufacturing, inventory, and warehouse management. The course concludes with a hands-on customer case study, where partners analyze a business scenario, build a short pitch, and practice handling objections to prepare for real-world selling.

6 hours(Suggested: 3 days, 2h/day)PresalesTech Deal Ready

MS Course ID: 00911

Last Updated: Aug 20, 2026

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Related Certifications

MB-800

Course Syllabus

1

Modules

Module 1: Business Central and Copilot for SMB growth

• Drive business growth with AI-powered business management
• Copilot in Business Central

Module 2: Microsoft 365 integration, productivity, insights, and compliance

• Boost productivity with the Microsoft 365 applications integration
• Enhance Team productivity with role-based access and Teams collaboration
• Make insight-driven decisions with robust reporting, ad-hoc analysis, and connections to Excel and Power BI
• Protect your data while maintaining regulatory compliance

Module 3: Business Central sales opportunities, licensing, and resources

• Opportunity for Microsoft 365 sellers and customer conversation guidance
• Pricing and Licensing
• Customer Stories
• Frontier Accelerate for Business Processes
• Key partner resources and next steps
120 mins
Lecture
2

Modules

Module 4: Extend Business Central with agents and MCP

• Pre-built agent in Business Central
• Extend agentic capabilities of Business Central with Copilot Studio agents and MCP server

Module 5: Optimize customer and operational processes

• Surface high-value opportunities with customer interaction tracking and guidance on upsell, cross-sell, and renewal
• Manage customer returns, repairs, and service agreements
• Improve project costing and budgeting
• Plan capacity, resources, sales, and project invoicing
• Track project status, profitability, and resource utilization

Module 6: Optimize e-commerce, supply chain, and customer experience

• Improve e-commerce with Shopify, fulfillment, and returns
• Improve the supply chain with vendor management and purchasing
• Optimize inventory replenishment with AI-powered forecasting
• Optimize manufacturing with bills of materials, assembly, and production orders
• Optimize warehouse and inventory management
• Improve customer experience with Dynamics 365 Sales, Customer Service, and Field Service integration
120 mins
Lecture
3

Module 5: Build your customer response - Customer Case Study

Business Scenario

• Technology Background
• Customer challenges
• Requirements
• Objections

Present your solution

• Build a 3-5 min pitch as your response to the customer
• Present your pitch
• Handle objections

Review Preferred response

• Meeting the customer requirements
• Handling customer objections
• Questions
• Partner skilling resources
• Recommended next steps
120 mins
Lecture

What You'll Learn

Understand core concepts and best practices
Hands-on experience with real-world scenarios
Learn from certified Microsoft experts
Prepare for relevant certifications
Access to lab environments
Post-training support and resources

Course Details

Duration
6 hours
Level
Intermediate
Role
Presales
Readiness Stage
Tech Deal Ready
Audience Segment
SMB
FY27 Key Workload (Core)
D365 + Power Platform + Copilot Studio
Course Stage
Under review
Available on
Sep 30, 2026
Hands-on Labs
No

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