Course Duration
1 Day

Microsoft
Authorized Training

IT

Course cost:
was £1,070
£1,006

IT Certification Overview

This is a short 1-day course to introduce the new AI tool of Microsoft Copilot to the Dynamics platform. Specifically, we look at Dynamics 365 Copilot within the Sales application. This course will also look at the technical setup of Dynamics 365 Copilot.

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Prerequisites

Delegates should be familiar with cloud technology and some experience of the Power Platform will be an advantage.

Please note:

  • Learners attending this course virtually will be required to have two screens and have a common web browser installed such as Microsoft Edge or Google Chrome. The web browser needs to have the ability to load an in-private or incognito window (some organisations block this).

Learning Objectives

  • What is Microsoft Dynamics 365 Copilot?
  • Configuring Microsoft Dynamics 365 Copilot.
  • Exploring how Microsoft Dynamics 365 Copilot Sales work
  • Introducing Copilot in other Dynamics 365 Apps.

Introduction to Copilot in Microsoft Dynamics 365 Sales Course Content

Module 1. What is Microsoft Dynamics 365 Copilot?

  • Overview of Microsoft Dynamics 365
  • Overview of Microsoft Copilot
  • How Copilot can be useful within Microsoft Dynamics 365 Sales
  • Investigate how Microsoft is committed to responsible AI

Module 2. Configuring Microsoft Dynamics 365 Copilot for Sales

  • The Main Steps for Configuring Copilot for Sales
  • Integrate Dynamics 365 with Exchange (SSS)
  • Install Copilot for Sales
  • Configure Microsoft Copilot for the Power Platform environment
  • Configure Copilot in Dynamics 365 Sales
  • Configure Copilot in Microsoft Teams

Module 3. Explore how Copilot in Dynamics 365 Sales works.

  • Use Copilot in Dynamics 365 Sales
  • Use Copilot in Microsoft Outlook
  • Collaborate with Microsoft Teams

Module 4. introducing Copilot in other Dynamics 365 Applications.

  • Introducing Copilot in Dynamics 365 Customer Service.
  • Introducing Copilot in Dynamics 365 Field Service.

Introduction to Copilot in Microsoft Dynamics 365 Sales Dates

Next 2 available training dates for this course

OFFER!

VIRTUAL

QA On-Line Virtual Centre
1 DAYS | ALL DAY
Mon 11 May 2026
AVAILABLE
was £1,070
£1,006
BOOK NOW
OFFER!

VIRTUAL

QA On-Line Virtual Centre
1 DAYS | ALL DAY
Fri 13 Nov 2026
AVAILABLE
was £1,070
£1,006
BOOK NOW

Advance Your Career with Introduction to Copilot in Microsoft Dynamics 365 Sales

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