SalesCopilot-SP : Self-Paced : Microsoft Sales Copilot

SalesCopilot-SP : Self-Paced : Microsoft Sales Copilot

  6 hrs. of Videos
  Download Contents

Regular Price : $499.00
Offer Price :$199.00

Course Overview

Microsoft Sales Copilot is a seller experience application that uses Microsoft 365 and Microsoft Teams to automatically capture, access, and register data into any customer relationship management (CRM) system. It eliminates manual data entry and gives sellers more time to focus on selling. By enriching the data set with customer engagement data from Microsoft 365 and the power of AI, Sales Copilot empowers sellers with sales intelligence that helps them deeply understand their customers for faster deal closure. Sales Copilot is designed to help sellers boost productivity, lighten workloads, save time, and help salespeople sell more.
Audience : Dynamics 365 Administrators, Sales Managers, End Users

What do you get?

  • Full HD Recorded Videos
  • Lab Guides
  • Embedded Quizzes
  • No-Cost Certification Practice Tests included (multiple Series)
  • Official Courseware from MS Learn
  • Course Completion Certificate
  • Access from anywhere, anytime, any device (24x7)

Course Outline

Sales Copilot Setup
  • Licensing Requirements
  • Role requirements
  • Sales Copilot Architecture
  • Sales Copilot Configurations
  • Setup Copilot in Dynamics 365 Sales
  • Setup Copilot in Outlook Add-in
  • Setup Copilot in Teams App
Sales Copilot Administration
  • Overview
  • Customize Forms and fields
  • Integrate with Other applications
  • Copilot with Microsoft 365 Apps
Using Sales Copilot for Outlook
  • Connect a contact to your CRM
  • Change the connected CRM contact
  • Save Outlook activities to your CRM
  • Edit a CRM record
Using Sales Copilot in Teams
  • Use Sales Copilot app during a meeting
  • Generate a meeting summary
  • Create CRM tasks from meeting summary
AI in Sales Copilot
  • Use Copilot to kickstart email messages
  • View and save email summary to CRM
  • View opportunity summary

Course Objectives

You'll be learning:

  • Sales Copilot Setup

  • Sales Copilot Administration

  • Sales Copilot Management

  • Using Sales Copilot for Outlook

  • Using Sales Copilot in Teams

  • AI in Sales Copilot


Dynamics 365 Sales Understanding.

This course includes:

  • Official MS Learn Courseware
  • Exam Preps
  • Achievement Badge from Microsoft
  • Course Completion Certificate
  • Post Training Support
  • Experienced & Certified Instructors
  • Train from AnyWhere
  • Interactive Hands-On Labs
  • Personalized Learning Plans
  • Flexible Scheduling
  • Accredited Training
  • Cost-Effective Pricing

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