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 analyze the different components used to implement and configure Microsoft 365 Copilot for Sales , including the high-level architecture, deployment across different clients, customizing Copilot for Sales , implementing AI features, configuration options, and extensible options.

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

Course aimed at

• Functional consultants: Professionals who help organizations implement and optimize technological solutions.
• Business users: People who use Dynamics 365 Sales and are looking to improve their sales processes by integrating Copilot.
• IT Administrators: Those responsible for the administration and configuration of applications within an organization.

Objectives of the MB-7007 training

• Deploy Microsoft 365 Copilot for Sales: You will learn how to implement Copilot in Microsoft Outlook and Microsoft Teams.
• Configure and customize Copilot: You'll discover how to adjust settings and customize Copilot to meet the specific needs of your organization.
• Integrate AI features: You will implement artificial intelligence functions to optimize sales operations.
• Managing users and permissions: You will learn how to manage users and configure appropriate permissions to ensure efficient and secure use of Copilot.

MB-7007 Course Content

Implement 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 applications
• 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, students must demonstrate the ability to solve business problems by creating canvas apps with Microsoft Power Platform.

Applied Skills: Explore all credentials in one guide