Deploy and configure Sales Agent in Microsoft Copilot

  • Module
  • 9 Units
Intermediate
Functional Consultant
Business User
Dynamics 365
Sales
Microsoft Copilot

This module explains how to deploy and configure Sales Agent in Microsoft Copilot. It covers the architecture, deployment to Microsoft Outlook and Microsoft Teams, CRM customization, AI features, Microsoft 365 app settings, and extensibility options.

Learning objectives

By the end of this module, you can:

  • Describe the architecture of Sales Agent in Microsoft Copilot.
  • Deploy Sales Agent to Outlook and Teams.
  • Customize CRM forms and fields for sellers.
  • Configure AI features and Microsoft 365 app settings.
  • Describe ways to extend Sales Agent.

Prerequisites

Basic understanding of Sales Agent in Microsoft Copilot

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