SalesCopilot-SP : Self-Paced : Microsoft Sales Copilot

6 hrs. of Videos
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Intermediate

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

Pre-requisites

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