This page lists exercises associated with Microsoft skilling content on Microsoft Learn
Lab 0 - Set up your lab environment
Level: 100 | Duration: 15 minutes
Sign in to your Dynamics 365 Sales environment and meet the fictional company you'll work with throughout this course.
Lab 1 - Configure Dynamics 365 Sales
Level: 200 | Duration: 50 minutes
Set up the foundational configuration for Contoso Coffee, including creating sales team users, sales territories, auto-numbering, and Copilot summarization.
Lab 2 - Manage leads in Dynamics 365 Sales
Level: 200 | Duration: 35 minutes
Create and import leads, review them with Copilot, and qualify a lead to create an opportunity — using data from Contoso Coffee's most recent trade show.
Lab 3 - Use the Sales Qualification Agent
Level: 300 | Duration: 40 minutes
Configure the Dynamics 365 Sales Qualification Agent to automatically research leads and hand off qualified prospects to sellers — reducing manual research time for Contoso Coffee.
Lab 4 - Set up the product catalog
Level: 200 | Duration: 40 minutes
Build Contoso Coffee's product catalog in Dynamics 365 Sales, including unit groups, products, price lists, and volume discount tiers.
Lab 5 - Manage opportunities in Dynamics 365 Sales
Level: 200 | Duration: 40 minutes
Track a complex enterprise deal end-to-end in Dynamics 365 Sales — adding products, stakeholders, and competitor data — then close it as won.
Lab 6 - Close deals using AI agents
Level: 300 | Duration: 45 minutes
Configure the Sales Opportunity Agent and Sales Close Agent in Dynamics 365 Sales to automatically research pipeline risk and send follow-up emails on Contoso Coffee's behalf.
Lab 7 - Build a sales dashboard
Level: 200 | Duration: 25 minutes
Create a personal sales dashboard in Dynamics 365 Sales so Contoso leadership can track pipeline health, revenue, and deal activity in real time — no spreadsheet required.
Lab 8 - Extend Dynamics 365 Sales with Power Platform
Level: 200 | Duration: 35 minutes
Use Power Automate and Copilot Studio to extend Dynamics 365 Sales with automated workflows and an AI-powered sales coaching agent for Contoso Coffee.