Use Dynamics 365 Copilot for Sales

In this module, you'll learn to:

• Use basic application capabilities in Outlook, Teams, and Word
• Use AI in sales communication, email, and meetings
• Use CRM data in your flow of work
• Create and use collaboration spaces within Teams
• Customize the application experience

This module explains the following concepts:

• The high-level architecture involved with deployment of the application.
• Deployment to different clients for use in your organization.
• Tailoring Copilot for Sales to meet your organizational needs.
• Deployment of AI features.
• Configuration options in Microsoft 365 Apps.
• Ways to extend Copilot for Sales.

• Introduction
• View and update CRM data in the flow of work
• Use AI to supercharge sales communication
• Drive AI-powered sales meetings
• Use collaboration spaces for sales teams
• Customize Microsoft Copilot for Sales
• Check your knowledge
• Summary

• Introduction
• Copilot for Sales architecture
• Install Copilot for Sales in Outlook
• Customize forms and fields
• Turn on Copilot AI features
• Configure for Microsoft 365 Apps
• Extend Copilot for Sales
• Check your knowledge
• Summary