MB-7007: Deploy and configure Microsoft 365 Copilot for Sales

Course MB-7007: Deploy and configure Microsoft 365 Copilot for Sales

In this course, we discuss the different components used to deploy and configure Microsoft 365 Copilot for Sales , including high-level architecture, deployment to different customers, customization of Copilot for Sales , implementation of AI features, configuration options, and extensibility options.

This course explains the following concepts:

• The high-level architecture involved in implementing the application.
• Deployment to different clients for use in your organization.
• Adapting Copilot for Sales to meet the needs of your organization.
• Implementation of AI functions.
• Configuration options in Microsoft 365 Apps.
• Ways to extend Copilot for Sales.

Intermediate - Functional Consultant - Business User - Dynamics 365 - Sales - Microsoft Copilot

Course content MB-7007

Deploy and configure Microsoft 365 Copilot for Sales

• Introduction
• Copilot Architecture for Sales
  
• Install Copilot for Sales in Outlook
• Customize forms and fields
• Activate Copilot AI features
• Configure for Microsoft 365 Apps
• Expand Copilot for Sales

Prerequisites

Basic knowledge of the Copilot for Sales application

Language

• Course: English / Spanish
  

Microsoft Applied Skills - Applied Skills

This course is part of the Microsoft Applied Skills Credentials.

To earn this Microsoft Applied Skills credential, learners must demonstrate the ability to solve business problems by building canvas apps using Microsoft Power Platform.

Applied Skills: Explore all credentials in one guide