Summary

Completed

This module introduced you to Microsoft 365 Copilot for Sales, an AI assistant for sales teams that's designed to enhance sales efficiency and customer interactions. You learned how Microsoft 365 Copilot for Sales seamlessly integrates with Outlook, Teams and Word, connects to CRM systems such as Dynamics 365 Sales or Salesforce, and assists with common sales tasks. You also learned how to use AI to improve sales communication, conduct AI-powered sales meetings, use CRM data in your daily workflows, create collaboration spaces for sales teams, and customize Microsoft 365 Copilot for Sales according to your business needs.

This module provides a review of the features and benefits of Microsoft 365 Copilot for Sales, helping you to sell more efficiently and stay ahead in your sales endeavors.

To keep up with the latest features and product improvements, see Microsoft Copilot for Sales blog.

The following detailed user guides and pages are available for further learning:

• Resources on using Copilot for Sales

• Use Microsoft Copilot for Sales in Outlook

• Use Microsoft Copilot for Sales in Teams

• Sales collaboration spaces in Microsoft Copilot for Sales