Introduction to Copilot in Microsoft Dynamics 365 Sales Training in Ireland

  • Learn via: Classroom
  • Duration: 1 Day
  • Level: Fundamentals
  • Price: From €1,293+VAT
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We can host this training at your preferred location. Contact us!

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.

Delegates should be familiar with cloud technology and some experience of the Power Platform will be an advantage.

Please note: Learners attending this course virtually will be required to have two screens and have a common web browser installed such as Microsoft Edge or Google Chrome.

  • 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.

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.
Contact us for more detail about our trainings and for all other enquiries!

Upcoming Trainings

Join our public courses in our Ireland facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom
02 August 2024
Dublin, Belfast, Cork
1 Day
Classroom / Virtual Classroom
04 August 2024
Dublin, Belfast, Cork
1 Day
Classroom / Virtual Classroom
07 August 2024
Dublin, Belfast, Cork
1 Day
Classroom / Virtual Classroom
18 August 2024
Dublin, Belfast, Cork
1 Day
Classroom / Virtual Classroom
26 August 2024
Dublin, Belfast, Cork
1 Day
Classroom / Virtual Classroom
16 September 2024
Dublin, Belfast, Cork
€1,293 +VAT Book Now
Classroom / Virtual Classroom
08 October 2024
Dublin, Belfast, Cork
1 Day
Classroom / Virtual Classroom
08 October 2024
Dublin, Belfast, Cork
1 Day
Introduction to Copilot in Microsoft Dynamics 365 Sales Training Course in Ireland

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