- 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.
Overview
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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