Introduction to Copilot in Microsoft Dynamics 365 Sales Training...
- CMDBID 1182
- Course Code MD365COP
- Duration 1 Days
Microsoft 365 Course
course overview
download outline
Select Country and City to View dates & book now
Overview
Introduction to Copilot in Microsoft Dynamics 365 Salesis a practical training course for teams that need structured, instructor-led skills in Copilot, Microsoft Dynamics, Sales Module. CourseMonster has rewritten this summary to make the page clearer for learners, managers and search engines while preserving the key learning outcomes.
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.
. Explore more Microsoft traininghereUseful links: Microsoft Learn training | IT & Business Training training at CourseMonster | CourseMonster course page
CourseMonster SEO course note: Introduction to Copilot in Microsoft Dynamics 365 Sales Training Course | CourseMonster has been positioned as a practical Microsoft learning pathway for teams that need searchable, role-based training outcomes rather than a generic course description. The page now highlights Copilot, Microsoft, Dynamics, 365, Sales, certification readiness, workplace application and visible next-step links so learners can compare this course with related CourseMonster programmes.The course is listed as 1 day(s), making it suitable for structured team scheduling.It is especially relevant for 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.
Related CourseMonster courses: Microsoft 365 Mobility and Security MS-101T00-A Training Course | CourseMonster | AZ-104 Microsoft Azure Administrator | Microsoft AZ-301 Azure Solutions Architect Design
Browse the vendor/category pathway: Microsoft training courses on CourseMonster
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.
Skills Gained
Useful links: Microsoft Learn training | IT & Business Training training at CourseMonster | CourseMonster course page
Additional workplace outcomes: Participants can explain where Introduction to Copilot in Microsoft Dynamics 365 Sales Training Course | CourseMonster fits in a wider Microsoft skills roadmap, identify related certifications or follow-on courses, and apply the concepts to real project, operations or service delivery scenarios.
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.
Useful links: Microsoft Learn training | IT & Business Training training at CourseMonster | CourseMonster course page
Suggested learning path: After this course, compare related options via the links in the overview and the Microsoft training category.
Certification
Microsoft exam and certification details
This training helps prepare for the relevant Microsoft certification or applied skills assessment where available. Microsoft exam codes, measured skills and renewal requirements can change, so delegates should check the current exam page before booking.
Official Microsoft certification information: Microsoft Learn Certifications.
Is Introduction to Copilot in Microsoft Dynamics 365 Sales QAD365COP right for me?
What will I learn on Introduction to Copilot in Microsoft Dynamics 365 Sales QAD365COP?
Does Introduction to Copilot in Microsoft Dynamics 365 Sales QAD365COP include exam preparation?
What should I do after Introduction to Copilot in Microsoft Dynamics 365 Sales QAD365COP?
Talk to an expert
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
Trusted by over 1/2 million students in 15 countries
Our clients have included prestigious national organisations such as Oxford University Press, multi-national private corporations such as JP Morgan and HSBC, as well as public sector institutions such as the Department of Defence and the Department of Health.
