Dynamics CE with Copilot Quickstart

BDO Digital, LLC

Dynamics 365 Sales will be stood up and have Copilot and Teams enabled

Dynamics 365 for Sales with Copilot helps track, maintain, and manage Leads and Opportunities from lead to won opportunity. Take the first step towards future sales growth by using BDO's group of certified Microsoft Dynamics Resources to get you started in the right direction.

Step 1. Plan
Step 2. Design
Step 3. Develop
Step 4. Utilize

• A live Dynamics 365 for Sales (Enterprise or above) production environment.
• Microsoft Copilot setup inside of their Dynamics 365 and Outlook.
• Microsoft Teams chat available within Dynamics 365.

• Track and report on Leads and Opportunities
• Utilize activities related to Sales and Customers
• Manage Accounts within Dynamics
• Use Copilot for Sales data/assist with communication to customers
• Tie Teams chats to records and communicate within Dynamics, without having to flip back and forth with the Teams app

Contact us today to get started. Together, we can propel your business forward into a new era of success.

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