Deploy and configure Microsoft 365 Copilot for Sales

  • Module
  • 9 Units
Intermediate
Functional Consultant
Business User
Dynamics 365
Sales
Microsoft Copilot

In this module, we walk through the different components used to deploy and configure Microsoft 365 Copilot for Sales, including the high-level architecture, deploying to different clients, customizing Copilot for Sales, deploying AI features, configuration options, and extendable options.

Learning objectives

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 Copilot for Sales to meet your organizational needs.
  • Deployment of AI features.
  • Configuration options in Microsoft 365 Apps.
  • Ways to extend Copilot for Sales.

Prerequisites

Basic understanding of the Copilot for Sales app