Partner Skilling Catalog

PSC

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

Unlock new levels of productivity, financial control, and business agility for small and mid-sized businesses with Dynamics 365 BusinessCentral infused with Microsoft Copilot and AI Agents. This Tech Deal Ready course equips presales professionals to position, demo, and architect Copilot-driven scenarios-from automated invoicing and cash-flow forecasting to intelligent sales recommendations and supply-chain optimization-showing customers how AI and agents can transform every business process securely and affordably.

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

MS Course ID: 00911

Last Updated: Feb 23, 2026

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Related Certifications

MB-800

Course Syllabus

Modules

Module 1: Boost Productivity and Transform Business Operations with AI and Agents in Business Central (75 mins)
• SMB Challenges and Priority
• Business Central Supercharges SMBs with AI
• Business Central Core Platform Capabilities
• Business Central Partner Opportunity
• Copilot and agents in Business Central
• MCP Server for Microsoft Business Central
• Boost productivity with the Microsoft 365 applications integration
• Opportunity for Microsoft 365 sellers
• Protect your data while maintaining regulatory compliance
• Pricing and Licensing
• Customer stories
• Partner Guidance and FAQs
Module 2: Improve Financial Performance with AI and Agents (45 mins)
• Automate invoice management and save hours with Payables Agent (Preview)
• Forecast cash flow and create accurate cash-flow projections
• Make insight-driven decisions with robust reporting, ad-hoc analysis and connections to Excel and Power BI
• Expand your business into global markets with Local functionality

120 mins

Lecture

Modules

Module 3: Boost Sales & Service and facilitate Project Success (90 mins)
• Increase sales with marketing text suggestions from Copilot
• Surface high-value opportunities with customer interaction tracking, and guidance on upsell, cross-sell, and renewal
• Accelerate sales processes with Sales Order Agent (Preview)
• Deliver exceptional service by tracking customer returns and repairs and managing service agreements
• Improve customer experience with Dynamics 365 Sales, Customer Service, and Field Service integration
• Improve project costing and develop detailed budgets
• Optimize resource levels by planning capacity and sales and track invoicing against costs
• Get real-time business intelligence on project status, profitability, and resource-utilization metrics
• Enhance Team productivity with role-based access and Teams collaboration
Module 4: Optimize Supply Chain Management (30 mins)
• Improve supply chain with vendor management and purchasing
• Improve e-commerce with Shopify, order fulfillment, and returns
• Optimize manufacturing outputs with detailed bills of materials, assembly-to-order support, and production orders
• Replenish inventory based on actuals, demand, and availability using AI-powered sales and inventory forecasting
• Optimize Warehouse management
• Manage inventory with an easy pick-and-put-away process

120 mins

Lecture

Module 5: Build your customer response (120 mins) 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
• Metting 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
Course Type: Tech Deal Ready
Partner Segment: SMB, Enterprise
Course Stage: Available
Hands-on Labs: No