Boost sales performance with Sales Agent in Microsoft Copilot

  • Module
  • 8 Units
Beginner
Business User
Administrator
Business Analyst
Microsoft Copilot
Sales

Sales Agent in Microsoft Copilot connects to Dynamics 365 Sales or Salesforce and brings CRM data and sales insights into Outlook, Teams, Microsoft Copilot, and other supported Microsoft 365 apps. Sellers can use Sales Agent to prepare for meetings, communicate with customers, update CRM data, and collaborate with their teams.

Learning objectives

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

Prerequisites

  • Basic understanding of your Dynamics 365 or Salesforce CRM system
  • Familiarity with Microsoft Teams, Microsoft Outlook, and Microsoft Word
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