Summary

  • 2 minutes

Microsoft 365 Copilot for Sales can be deployed and used with both Dynamics 365 and Salesforce CRM systems. The two primary deployment options are as an Add-in in Microsoft Outlook and an App in Microsoft Teams. Once deployed, administrators have various tools at their disposal that can be used to tailor the user experience and functionality.

Throughout this module, we examined the different components used to both deploy and configure Microsoft 365 Copilot for Sales, including:

  • Exploring the high-level Architecture involved with deployment of the application.

  • Examining how to deploy it to different clients for use in your organization.

  • Reviewing the different ways that you can tailor Copilot for Sales to meet your organizational needs.

  • Walking through the deployment of the different AI features,

  • Exploring the different configuration options in Microsoft 365 Apps.

  • Exploring the different ways that Copilot for Sales can be extended.