Microsoft Dynamics 365 Sales Copilot Training

Advaiya Solutions Inc.

Increase seller-customer engagement with intelligent assistant

Maximize seller-customer engagement by unlocking the potential of intelligent assistant in a focused 3-hour training session.

Training overview

  1. The Dynamics 365 Sales Copilot is a 3-hour session targeted for Sellers and administrators, which will cover an interactive workshop delivered remotely via Microsoft Teams.
  2. This training focuses on the sales team to use Dynamics 365 Sales Copilot and engage better with the customers.
  3. Each session can be tailored to the requirements of the organization and will allocate time for Q&A.

Training agenda

  1. Dynamics 365 Copilot overview
  2. Use Sales Copilot with CRM for
    • Prioritize your leads based on past interactions
    • Automatically generate proposals using product catalog and price sheets
    • Quick prompt and best practices
  3. Use Sales Copilot in Teams
    • Automated meeting summary
    • Collection information about attendees
    • Sync with CRM
  4. Use Sales Copilot in Outlook
    • Draft email follow-ups in context to the conversation in CRM
    • Use predefined categories to reply to an email
    • View email summary


  1. Setup and configurations
  2. Configuring copilot in context to your CRM
  3. Adding existing CRM customizations to Copilot

Learning outcome
By the end of the session, attendees will be confident in the following:

  1. Proeficiency in Dynamics 365 Sales Copilot
  2. Proeficiency in Copilot with Teams and Outlook
  3. Effective prompts to get the best results
  4. Leveraging the data generated through copilot to its best context

For any query related to the training session don't hesitate to get in touch with our representative at

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