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Course MB-7007: Deploy and configure Microsoft 365 Copilot for Sales
In this course, we explore the different components used to deploy and configure Microsoft 365 Copilot for Sales , including the high-level architecture, deployment to different customers, customizing Copilot for Sales , implementing AI features, configuration options, and extensibility options.
Intermediate - Functional Consultant - Business User - Dynamics 365 - Sales - Microsoft Copilot
Course aimed at
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Functional Consultants: Professionals who help organizations implement and optimize technology solutions.
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Business users: People who use Dynamics 365 Sales and are looking to improve their sales processes by integrating Copilot.
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IT Administrators: Those responsible for managing and configuring applications within an organization.
MB-7007 Training Objectives
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Deploy Microsoft 365 Copilot for Sales: You'll learn how to deploy Copilot in Microsoft Outlook and Microsoft Teams.
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Configure and customize Copilot: You'll learn how to adjust settings and customize Copilot to meet your organization's specific needs.
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Integrate AI features: You will implement artificial intelligence features to optimize sales operations.
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Managing Users and Permissions: You'll learn how to manage users and configure appropriate permissions to ensure efficient and secure use of 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
- Set up 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, students must demonstrate the ability to solve business problems by building canvas apps with the Microsoft Power Platform.
Applied Skills: Explore all credentials in one guide
