Introduction to Copilot in Microsoft Dynamics 365 Sales Training in Spain

This intensive 1-day Introduction to Copilot in Microsoft Dynamics 365 Sales Training in Spain is designed to introduce Microsoft’s next-generation AI assistant, Copilot, within the Dynamics 365 Sales environment.
Participants will explore how to configure, implement, and use Copilot specifically in the Sales application of Dynamics 365.

The course also provides an outlook on how Copilot integrates with other Dynamics 365 apps, equipping learners with a broad understanding of Microsoft’s AI ecosystem.

Why Attend This Training?

• Ideal for professionals who want to bring AI-driven innovation into their Dynamics 365 ecosystem

• Learn how to boost productivity for sales teams using Copilot

• Understand cross-platform usage of Copilot with Power Platform and Teams

• Get real-world configuration knowledge for future projects

• Stay aligned with Microsoft’s responsible AI strategy

• Familiarity with cloud technologies is expected.

• Prior exposure to Microsoft Power Platform is beneficial.

• For virtual learners:

  • You must use two monitors for effective hands-on learning.

  • A modern web browser (such as Microsoft Edge or Google Chrome) is required.

  • Your browser must support Incognito or InPrivate mode (some corporate networks may block this).

By the end of this Introduction to Copilot in Microsoft Dynamics 365 Sales Training in Spain, you will have gained knowledge and skills in the following areas:

• Understand what Microsoft Dynamics 365 Copilot is

• Learn how to configure Copilot for the Sales app

• See how Copilot functions within Dynamics 365 Sales

• Get introduced to Copilot in other Dynamics 365 modules

• Understand Microsoft’s commitment to responsible AI practices

Module 1: What is Microsoft Dynamics 365 Copilot?

• Overview of Microsoft Dynamics 365

• Introduction to Microsoft Copilot

• Real-world use cases of Copilot within the Sales module

• Microsoft’s principles for responsible and ethical AI

Module 2: Configuring Copilot for Dynamics 365 Sales

• Key steps to install and configure Copilot for Sales

• Integrating Dynamics 365 with Exchange (SSS)

• Setting up Copilot for the Power Platform environment

• Enabling Copilot inside Dynamics 365 Sales

• Configuring Copilot for Microsoft Teams

Module 3: Exploring Copilot in Action (Sales Focus)

• How to use Copilot in real-life Sales scenarios

• Leveraging Copilot within Microsoft Outlook

• Collaborating using Microsoft Teams

Module 4: Expanding Copilot Across Dynamics 365

• Introduction to Copilot in Dynamics 365 Customer Service

• Introduction to Copilot in Dynamics 365 Field Service