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

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

Certification Dynamics 365 Sales Functional Consultant Associate

You will Learn How To:

• Understand Microsoft 365 Copilot and its capabilities for enhancing sales productivity.
• Learn how to deploy and configure Microsoft 365 Copilot specifically for sales applications.
• Develop skills to integrate Copilot with Microsoft Dynamics 365 Sales and other Microsoft 365 applications to improve sales workflows.

Good to know before you attend the class:

Familiarity of business applications and the desire to customize and implement them for business.

Course outline

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

Module 1: Introduction to Microsoft 365 Copilot for Sales

• Overview of Microsoft 365 Copilot and its AI capabilities.
• Key benefits of using Copilot for sales teams.
• Understanding the integration of Copilot with Microsoft 365 applications and Dynamics 365 Sales.
• Real-world use cases demonstrating how Copilot enhances sales productivity and customer engagement.

Module 2: Planning and Preparing for Copilot Deployment

• Prerequisites for deploying Microsoft 365 Copilot for Sales.
• Setting up the necessary infrastructure in Microsoft 365 and Dynamics 365.
• Access and licensing requirements for Microsoft 365 Copilot.
• Security, compliance, and data privacy considerations.
• Best practices for deployment planning and identifying stakeholders.

Module 3: Configuring Microsoft 365 Copilot for Sales

• Configuring Microsoft 365 applications (Outlook, Teams, Word, Excel) to support sales activities.
• Setting up Dynamics 365 Sales for Copilot integration.
• Customizing Copilot to align with sales processes: data sources, customer data, and key sales metrics.
• Hands-on: Configuring Copilot settings for an optimal sales experience, including setup for email insights, customer follow-ups, and account research.

Module 4: Leveraging Copilot in Dynamics 365 Sales

• Overview of Copilot’s capabilities within Dynamics 365 Sales.
• Automating CRM data entry with Copilot’s natural language processing.
• Leveraging Copilot for lead management, opportunity tracking, and deal insights.
• Hands-on: Configuring and using Copilot within Dynamics 365 Sales to support activities like account planning, sales forecasting, and personalized outreach.

Module 5: Customizing and Optimizing Copilot for Sales Scenarios

• Setting up custom commands and prompts to align with sales workflows.
• Personalizing Copilot responses and adjusting tone based on customer segments.
• Optimizing Copilot recommendations for specific sales scenarios (e.g., upselling, cross-selling).
• Hands-on: Configuring custom commands in Microsoft Teams and Outlook to automate follow-ups, proposal drafting, and other repetitive sales tasks.

Module 6: Monitoring and Managing Copilot Usage

• Monitoring Copilot performance and tracking user engagement.
• Collecting feedback from sales teams to improve Copilot configuration.
• Troubleshooting common issues and making adjustments based on insights.
• Using Microsoft 365 Admin Center and Dynamics 365 insights to measure Copilot’s impact on sales performance.
• Hands-on: Analyzing metrics and reports to assess Copilot’s effectiveness in the sales pipeline.

Final Practical Exercise and Q&A

• Practical exercise: Participants will configure and deploy Microsoft 365 Copilot for a simulated sales team scenario.
• Review and discussion of key configurations and best practices.
• Q&A session and additional resources for further learning.

Pre-requisites:

• Basic knowledge of Microsoft 365 and Dynamics 365 Sales.
• Understanding of sales processes and workflows.

Related Certifications:
Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate
Learning Paths
Credly & Job Opportunities