- Module 1: Learn how to boost sales performance with Microsoft 365 Copilot for Sales.
In this module, you'll learn to:
- Use basic application capabilities in Outlook, Teams, and Word
- Use AI in sales communication, email, and meetings
- Use CRM data in your flow of work
- Create and use collaboration spaces within Teams
- Customize the application experience
- Module 2: Learn how to deploy and configure Microsoft 365 Copilot for Sales.
This module explains the following concepts:
- The high-level architecture involved with deployment of the application.
- Deployment to different clients for use in your organization.
- Tailoring Copilot for Sales to meet your organizational needs.
- Deployment of AI features.
- Configuration options in Microsoft 365 Apps.
- Ways to extend Copilot for Sales.
Overview
Syllabus
- Module 1: Module 1: Boost sales performance with Microsoft 365 Copilot for Sales
- Introduction
- View and update CRM data in the flow of work
- Use AI to supercharge sales communication
- Drive AI-powered sales meetings
- Use collaboration spaces for sales teams
- Customize Microsoft Copilot for Sales
- Check your knowledge
- Summary
- Module 2: Module 2: Deploy and configure Microsoft 365 Copilot for Sales
- Introduction
- Copilot for Sales architecture
- Install Copilot for Sales in Outlook
- Customize forms and fields
- Turn on Copilot AI features
- Configure for Microsoft 365 Apps
- Extend Copilot for Sales
- Check your knowledge
- Summary
