Boost sales performance with Microsoft Copilot for Sales

Beginner
Business User
Administrator
Business Analyst
Microsoft Copilot
Microsoft Copilot for Sales
Sales

Microsoft Copilot for Sales is an AI assistant designed for sellers and sales teams, aiming to enhance their efficiency. It enables sellers to maximize productivity and advance customer relationships, ultimately leading to increased deal closures. Copilot for Sales connects to Salesforce Sales Cloud and Microsoft Dynamics 365 Sales to bring sales insight and next-generation AI into the tools they use daily like Microsoft Outlook, Microsoft Teams, and other Microsoft 365 apps. Copilot for Sales also includes Copilot for Microsoft 365, helping organizations benefit more broadly from productivity enhancements across their workflows.

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