Deploy & Configure Microsoft 3465 CoPilot for Sales (MB-7007)

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

Course Information

Price: $675.00
Duration: 1 day
Certification: 
Exam: MB-7007
Learning Credits:
Continuing Education Credits:
Course Delivery Options

Check out our full list of training locations and learning formats. Please note that the location you choose may be an Established HD-ILT location with a virtual live instructor.

Train face-to-face with the live instructor.

Access to on-demand training content anytime, anywhere.

Attend the live class from the comfort of your home or office.

Interact with a live, remote instructor from a specialized, HD-equipped classroom near you. An SLI sales rep will confirm location availability prior to registration confirmation.

All Sunset Learning dates are guaranteed to run!

Register

Prerequisites:

  • A basic understanding of Dynamics 365 Sales or CRM applications.

 

Target Audience:

 

Course Objectives:

  • 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
  • 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.

 

Course Outline:

Boost Sales Performance with Microsoft 365 CoPilot for Sales

  • 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

Deploy & Configure Microsoft 365 CoPilot for Sales

  • 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

 

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