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:
Duration:
Certification:
Exam:
Learning Credits:
Continuing Education Credits:
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.
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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
