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.

Upcoming Trainings

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

Classroom / Virtual Classroom

02 August 2024