Copilot Dynamics 365

Reference : MS CPT-001

Educational objectives

At the end of this course, participants will be able to:

  • Use the various modules and features of Dynamic 365 CRM, such as Sales, Customer Service, Marketing, Field Service, and Project Service Automation.
  • Gain hands-on experience and guidance.
  • Review the technical requirements and what’s needed to get your organization AI-ready.
  • Understand Microsoft’s approach to responsible AI and how it applies to Dynamics 365 CRM copilot.
  • Integrate copilot with Outlook and Teams for better data management.
  • Utilize the generative AI capabilities of copilot for record summarization and email content generation.

Course programme

In this workshop, participants will learn about the Customer Service Copilot capabilities, architecture, enabling customer organizations, and roadmap. You will also discover how you can empower your agents with tools powered by next-generation AI that fuel collaboration and productivity across teams. You will see how you can transform your operations with automation that drives efficiency and generates outcome-based value for your customers.

Who is this course for?

Public
The course empowers educators teaching in a variety of settings. This course is ideal for Solutions Architects, Consultants, Pre-Sales team, Customer services representatives, and Technicians.
Prerequisites

List of scheduled sessions

There is no session for this course

Further information