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.
Delegates will learn how to
- 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.
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.
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