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Introduction to Copilot in Microsoft Dynamics 365 Sales

  • CMDBID 1182
  • Course Code QAD365COP
  • Duration 1 Days
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Microsoft 365 Course

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Overview

This is a short 1-day course to introduce the new AI tool of Microsoft Copilot to the Dynamics platform. Specifically, we look at Dynamics 365 Copilot within the Sales application. This course will also look at the technical setup of Dynamics 365 Copilot.

Audience

  • What is Microsoft Dynamics 365 Copilot?
  • Configuring Microsoft Dynamics 365 Copilot.
  • Exploring how Microsoft Dynamics 365 Copilot Sales work
  • Introducing Copilot in other Dynamics 365 Apps.

Prerequisites

Delegates should be familiar with cloud technology and some experience of the Power Platform will be an advantage.

Please note: Learners attending this course virtually will be required to have two screens and have a common web browser installed such as Microsoft Edge or Google Chrome.

Outline

Module 1. What is Microsoft Dynamics 365 Copilot?

  • Overview of Microsoft Dynamics 365
  • Overview of Microsoft Copilot
  • How Copilot can be useful within Microsoft Dynamics 365 Sales
  • Investigate how Microsoft is committed to responsible AI

Module 2. Configuring Microsoft Dynamics 365 Copilot for Sales

  • The Main Steps for Configuring Copilot for Sales
  • Integrate Dynamics 365 with Exchange (SSS)
  • Install Copilot for Sales
  • Configure Microsoft Copilot for the Power Platform environment
  • Configure Copilot in Dynamics 365 Sales
  • Configure Copilot in Microsoft Teams

Module 3. Explore how Copilot in Dynamics 365 Sales works.

  • Use Copilot in Dynamics 365 Sales
  • Use Copilot in Microsoft Outlook
  • Collaborate with Microsoft Teams

Module 4. introducing Copilot in other Dynamics 365 Applications.

  • Introducing Copilot in Dynamics 365 Customer Service.
  • Introducing Copilot in Dynamics 365 Field Service.

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Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. Its a cost effective option. One on one training can be delivered too, at reasonable rates.

Submit an enquiry from any page on this site and let us know you are interested in the requirements box, or simply mention it when we contact you.

All $ prices are in USD unless it’s a NZ or AU date

SPVC = Self Paced Virtual Class

LVC = Live Virtual Class

Please Note: All courses are availaible as Live Virtual Classes

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