Copilot for Dynamics 365 for Sales and Customer Service
36mBeginner2025-02-21
Authors
ClipTraining
Course details
This course focuses on two areas of Dynamics 365 that can truly be enhanced by the use of Copilot: sales and customer service. Check out this course to learn a variety of new approaches towards engaging with leads and opportunities through the use of Copilot. Find out how to get the information on your sales pipeline, find the latest news on an account, get a list of updated sales records, and more. On the customer service side, get tips on using Copilot to work with questions and responses, draft emails, and summarize cases and conversations.
Skills covered
CRM SoftwareCustomer ServiceSalesAI Productivity ToolsArtificial Intelligence for BusinessBusiness Analysis and StrategyBusiness Software and ToolsOne-Off
Concepts
1. The Fundamentals of Copilot in Dynamics 365 Sales
- 01 - Getting started with Copilot in Dynamics 365 Sales
- 02 - Getting your sales pipeline information
- 03 - Getting the latest news about an account
- 04 - Summarizing a lead or opportunity
- 05 - Viewing recent changes to a lead or opportunity
- 06 - Getting a list of recently updated sales records
- 07 - Viewing the leads and opportunities assigned to you recently
- 08 - Preparing for upcoming sales appointments
- 09 - Viewing emails you haven t replied to
- 10 - Composing and sending email messages
2. The Fundamentals of Copilot in Dynamics 365 Customer Service
- 11 - Getting started with Copilot in Dynamics 365 Customer Service
- 12 - Working with questions and responses
- 13 - Drafting emails
- 14 - Summarizing cases
- 15 - Summarizing conversations