- COURSE
Deploy & Configure Microsoft 3465 CoPilot for Sales (MB-7007)
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This learning path helps identify features and functionality of Dynamics 365 Copilot for Sales, and how to set up and deploy the app.
Upcoming Class Dates and Times
All Sunset Learning courses are guaranteed to run
Course Outline and Details
Prerequisites
- A basic understanding of Dynamics 365 Sales or CRM applications.
Target Audience
- This course is designed for Functional Consultants and Business Users.
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
Course Delivery Options
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.