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Introduction to Copilot in Microsoft Dynamics 365 Sales
- Categories:
- Infrastructure and Networking Artificial Intelligence
- Level:
- Fundamentals
- Code:
- QAD365COP
- Exam:
- Not Applicable
Overview
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.
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. The web browser needs to have the ability to load an in-private or incognito window (some organisations block this).
What's included
Select your preferred way to learn:
What is Virtual?
Live, instructor-led training delivered online
Interactive online sessions led by subject matter experts. Learners join live classes, take part in discussions, and complete practical exercises from any location, making it easy to fit collaborative learning into busy schedules.
If you prefer to connect to a course that is taking place in a physical classroom, you can choose our Remote Access option. .
Best for: Teams and individuals who want expert guidance, real-time collaboration, and flexible access.
What's included?
1 Day instructor led course
Exam: Not Applicable
6 month free access to QA learning platform
Free 6-Month Access: Learning Platform Discovery plan
Included FREE with every instructor‑led course
Get free guided access to the QA Learning Platform. Assess your skills, explore in-demand topics, and understand which areas to focus on.
Learn AI, Cloud, Data, and Leadership skills at your own pace.
Put skills into practice with hands-on Labs and Simulabs.
Validate knowledge and highlight gaps with skills assessments.
What is bespoke training?
Custom instructor-led training designed by QA to fit your needs
Tailored programmes built around your organisation’s goals, challenges, and skill levels. Delivered in the format that suits you to maximise relevance and impact.
Best for: Organisations and teams looking to target specific business priorities and capabilities with QA subject matter expertise.
Find out more about the course:
Learning outcomes
- 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.
Course 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.
Good to know
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