Use Dynamics 365 Copilot for Sales

  • Learning Path
  • 2 Modules

At a glance

This learning path helps identify features and functionality of Dynamics 365 Copilot for Sales, and how to set up and deploy the app.

Prerequisites

A basic understanding of Dynamics 365 Sales or CRM applications.

Modules in this learning path

Boost sales performance with Microsoft 365 Copilot for Sales

Microsoft 365 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.

Deploy and configure Microsoft 365 Copilot for Sales

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.