Accelerating Sales Pipelines with AI in
Dynamics 365
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, 1. Topic 1, AdventureWorks Case Study
Background
AdventureWorks Cycles is a global manufacturer of high-performance bicycles headquartered in Seattle.
The company sells products through distributors, specialty retailers, and a growing direct-to-consumer
online channel. AdventureWorks Cycles recently expanded its product catalog to include the athlete
package. This package includes a cycle, connected devices and subscription-based analytics services.
To support this expansion, the company wants to modernize its sales operations by implementing
Microsoft Dynamics 365 Sales. The leadership team wants sellers to focus on building relationships with
distributors and enterprise buyers rather than manually qualifying leads or assembling product packages.
The sales operations team is responsible for configuring the Dynamics 365 Sales environment. Their goal
is to implement Al-driven processes that streamline the lead-to-cash workflow while ensuring that sellers
can easily identify the most promising opportunities.
Current Environment
AdventureWorks Cycles previously used a legacy CRM system that tracked leads and opportunities but
lacked predictive intelligence or automated lead qualification. Sellers manually evaluate incoming leads,
which creates delays and inconsistent prioritization.
The global sales team manages approximately 15,000 leads per month generated from marketing
campaigns, trade shows, and partner referrals.
Product data is stored in multiple systems. Product managers maintain products and pricing in
spreadsheets. Information regarding custom relationships, competitor analysis, and region-specific
marketing content is stored in a SharePoint site called the sales portfolio.
The organization has identified several challenges they want to resolve with a new solution:
Sellers often spend significant time researching leads that ultimately do not convert.
Regional managers require in-depth reporting using information from the sales pipeline and seller
activities, the point-of-sale solution, website analytics, and the accounting system.
Multiple product offerings are difficult to manage because components are defined in different systems.
Team leads require real-time information on active opportunities, as well as visibility of seller's
appointments and phone calls, without needing to navigate into multiple views.
All sellers are assigned Dynamics 365 Sales Enterprise licenses, Also, the CFO has requested that
Copilot message packs are pre-purchased by using the Copilot Studio subscription license.
A Dynamics 365 sales sandbox environment has been in use for six months. There are 60 leads records
with 30 records that are qualified and 20 that are disqualified. Ten of the qualified leads are over three
months old.
Business Requirements:
AdventureWorks Cycles has defined the following business requirements for the production environment
of Dynamics 365 Sales:
Sellers in all regions should be able to review the new mountaineer cycles. The cycles include economy
and premium fittings. When creating opportunities, sellers should be able to select a metal type when
adding a mountaineer cycle to an opportunity. The metal types include chrome, aluminum, and titanium.
Pricing managers must be able to create deals for the same products in their own currencies and at their