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Microsoft

Use Dynamics 365 Copilot for Sales

Microsoft via Microsoft Learn

Overview

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  • Learn how to boost sales performance with Sales in Microsoft 365 Copilot.

    In this module, you'll learn to:

    • Use basic application capabilities in Outlook, Teams, and Word
    • Use AI in sales communication, email, and meetings
    • Use CRM data in your flow of work
    • Create and use collaboration spaces within Teams
    • Customize the application experience
  • Learn how to deploy and configure Sales in Microsoft 365 Copilot.

    This module explains the following concepts:

    • The high-level architecture involved with deployment of the application.
    • Deployment to different clients for use in your organization.
    • Tailoring the applications to meet your organizational needs.
    • Deployment of AI features.
    • Configuration options in Microsoft 365 Apps.
    • Ways to extend Sales in Microsoft 365 Copilot.

Syllabus

  • Boost sales performance with Sales in Microsoft 365 Copilot
    • Introduction
    • View and update CRM data in the flow of work
    • Use AI to supercharge sales communication
    • Drive AI-powered sales meetings
    • Use collaboration spaces for sales teams
    • Customize Sales in Microsoft 365 Copilot
    • Check your knowledge
    • Summary
  • Deploy and configure Sales in Microsoft 365 Copilot
    • Introduction
    • Sales in Microsoft 365 Copilot architecture
    • Install the Sales in Microsoft 365 Copilot in Outlook
    • Customize forms and fields
    • Turn on Copilot AI features
    • Configure for Microsoft 365 Apps
    • Extend the Sales in Microsoft 365 Copilot
    • Check your knowledge
    • Summary

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