Introduction
Microsoft 365 Copilot for Sales is an Artificial Intelligence (AI) backend tool that helps sellers close more deals. It includes Copilot for Microsoft 365 and connects with your organizations Customer Relationship Management (CRM) platform to bring sales insights and next-generation AI into your workflow. It can be used with both Dynamics 365 and Salesforce CRM systems and can be deployed in both Microsoft Outlook and Microsoft Teams.
In this module, we walk through the different components used to both deploy and configure Microsoft 365 Copilot for Sales, including:
Exploring the high-level Architecture involved with deployment of the application.
Examining how to deploy it to different clients for use in your organization.
Reviewing the different ways that you can tailor Copilot for Sales to meet your organizational needs.
Walking through the deployment of the different AI features.
Exploring the different configuration options in Microsoft 365 Apps.
Exploring the different ways that Copilot for Sales can be extended.