Use Dynamics 365 Copilot for Sales

  • Learning Path
  • 2 Modules

At a glance

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

Prerequisites

A basic understanding of Dynamics 365 Sales or CRM applications.

Modules in this learning path

Boost sales performance with Sales Agent in Microsoft Copilot

Sales Agent in Microsoft Copilot connects to Dynamics 365 Sales or Salesforce and brings CRM data and sales insights into Outlook, Teams, Microsoft Copilot, and other supported Microsoft 365 apps. Sellers can use Sales Agent to prepare for meetings, communicate with customers, update CRM data, and collaborate with their teams.

Deploy and configure Sales Agent in 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.

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