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.
Duration - 6 Hours
Level - Intermediate
Style - Self paced
Course Type - Tech Deal Ready
Certification - No
Hands on Labs - No
Solution Areas - AI Business Solutions (ABS), Agentify your business processes (Core), Scale business processes with agent-powered finance (Core)
Featured Product - Dynamics 365
Drive business growth with AI-powered business management in Business Central. Copilot streamlines everyday tasks, surfaces smart insights, and automates workflows so your team can focus on what matters most.
Boost productivity with Microsoft 365 integration, role-based access, and Teams collaboration, so your team works smarter together. Make confident, insight-driven decisions with robust reporting, ad-hoc analysis, and Excel and Power BI connections, while keeping your data protected and compliant.
Explore the opportunity for Microsoft 365 sellers, with customer conversation guidance, pricing and licensing details, and real-world customer stories. Discover Frontier Accelerate for Business Processes, along with key partner resources and next steps to move your customer conversations forward.
Discover the pre-built agents in Business Central that help automate everyday business tasks out of the box. Learn how to extend these agentic capabilities with Copilot Studio agents and the MCP server to tailor intelligent automation to your customers’ needs.
Surface high-value upsell, cross-sell, and renewal opportunities through customer interaction tracking, while managing returns, repairs, and service agreements with ease. Improve project costing, budgeting, capacity and resource planning, and invoicing, and track project status, profitability, and resource utilization in one place.
Improve e-commerce, supply chain, and customer experience with Shopify integration, fulfillment and returns, vendor management and purchasing, and connections to Dynamics 365 Sales, Customer Service, and Field Service. Optimize inventory, warehouse, and manufacturing operations with AI-powered replenishment forecasting, bills of materials, assembly, and production orders.
Work through a realistic business scenario covering the customer’s technology background, challenges, requirements, and objections, then build and deliver a 3-5 minute pitch and practice handling objections. Compare your approach with the preferred response, and explore partner skilling resources and recommended next steps.
Take this assessment to validate your skills gathered from the self-paced online learning course completed in this course to mark your completion.
Share your feedback with us regarding your experience!
Complete this course to earn your official digital badge, a verified recognition of your skills and achievement.