Copilot Enablement in D365 Sales, Service, and Marketing
Co-pilot Enablement in D365 Sales, Service, and Marketing
Copilot in Microsoft Dynamics 365 empowers Sales, Service, and Marketing professionals with next-gen AI capabilities. This course offers hands-on training on how to use Copilot to streamline daily workflows, enhance customer engagement, and accelerate decision-making with contextual AI-powered insights. Learners gain expertise in leveraging automation, predictive suggestions, and smart content creation to drive efficiency across CRM processes.
Prerequisites
- Basic understanding of Microsoft Dynamics 365 Sales, Service, or Marketing modules
- Familiarity with CRM concepts and customer lifecycle
- Strong communication and analytical thinking skills
- Access to a Dynamics 365 environment (trial or licensed)
Upon Completion of this Course, you will accomplish
- Use Copilot to automate repetitive tasks across sales, service, and marketing
- Generate contextual email responses, meeting summaries, and customer insights
- Customize Copilot prompts to fit business needs
- Leverage AI for customer segmentation, lead scoring, and service case resolution
- Improve collaboration and productivity using AI-driven tools
Course Content
| Course Name | Course Content | Duration ( Hrs ) | Delivery Content |
|---|---|---|---|
|
Copilot Enablement in D365 |
30 Hours |
Online |
How does Co-pilot help a business?
- Faster Customer Engagement: Respond to leads and queries instantly with AI-generated content
- Smarter Sales Decisions: Access real-time recommendations and sentiment analysis
- Enhanced Service Efficiency: Auto-draft replies and summarize case history for quicker resolutions
- Personalized Marketing: Tailor campaigns using AI-driven customer insights
- Higher Productivity: Reduce manual effort and let teams focus on strategic work
What qualities/skills in trainees help
- Curiosity to explore AI-powered tools
- Problem-solving mindset
- Adaptability to adopt new workflows
- CRM knowledge and customer-focused thinking
- Attention to detail and ability to interpret insights
Job Heading
- Dynamics 365 Copilot Consultant
- Sales Enablement Specialist – AI Tools
- CRM AI Implementation Expert
- Marketing Automation Executive
- Customer Service AI Analyst
- Dynamics 365 Functional Consultant – AI Enablement
