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Boost sales performance with Sales in Microsoft 365 Copilot



Module

8 Units






Feedback





Beginner

Business User

Administrator

Business Analyst

Microsoft Copilot

Sales



Sales in Microsoft 365 Copilot is an AI assistant designed for sellers and sales teams, aiming to enhance their efficiency. It enables sellers to maximize productivity and advance customer relationships, ultimately leading to increased deal closures. Copilot for Sales connects to Salesforce Sales Cloud and Microsoft Dynamics 365 Sales to bring sales insight and next-generation AI into the tools they use daily like Microsoft Outlook, Microsoft Teams, and other Microsoft 365 apps. Copilot for Sales also includes Copilot for Microsoft 365, helping organizations benefit more broadly from productivity enhancements across their workflows.


Learning objectives


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


Add


Prerequisites

Basic understanding of your Dynamics 365 or Salesforce CRM system

Familiarity with Microsoft Teams, Microsoft Outlook, and Microsoft Word






Introductionmin







View and update CRM data in the flow of workmin







Use AI to supercharge sales communicationmin







Drive AI-powered sales meetingsmin







Use collaboration spaces for sales teamsmin







Customize Sales in Microsoft 365 Copilotmin







Check your knowledgemin







Summarymin






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