MB-7007 Deploy and configure Microsoft Copilot for Sales

Price
Net €
VAT €

Price
Price on Request

Duration
1 day

For companies and job seekers:
this course is 100% fundable!

Location

Course Language
English

Training Solutions
Online Live

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Today, sales teams expect intelligent processes rather than additional tools. Microsoft Copilot for Sales combines AI, CRM data, and Microsoft 365 into a single workspace that brings together communication, customer information, and tasks in one place.

Key Topics

Deployment of Copilot for Sales in enterprise environments.
Integration with Dynamics 365 and Salesforce.
Configuring user roles and security policies.
Using AI features in Outlook and Teams.
Managing data sources and sales information.
Analysis and optimization of typical sales workflows.

Prerequisites
Knowledge of Microsoft 365, administration, or CRM-related processes.

Target Audience
Administrators, technical consultants, sales operations teams, and Microsoft specialists with a focus on AI-powered sales platforms.

Intelligent sales support is increasingly becoming the standard in modern businesses. In-depth expertise in deployment and configuration creates stable processes and a productive connection between AI and sales.

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Course Content

Boost sales results with Microsoft 365 CoPilot for Sales

View and update CRM data directly within the workflow
Optimize sales communication with AI
Conduct AI-powered sales conversations
Use collaboration spaces for sales teams
Customize Microsoft CoPilot for Sales

Deployment and Configuration of Microsoft 365 Copilot for Sales

Architecture of Copilot for Sales
Install Copilot for Sales in Outlook
Customize forms and fields
Enable Copilot AI features
Configure for Microsoft 365 Apps
Extend Copilot for Sales

Your training will be 100% funded

Our funding schemes are available exclusively to participants who live or work in Germany. Funding is not available outside Germany.

For career starters, job seekers, career changers, startups, experienced professionals, those looking to advance their careers, specialists, etc.

The QCG program for everyone in the company

Further information

The education voucher for all job seekers

Further information

Frequently Asked Questions

How does Microsoft Copilot for Sales help in day-to-day sales?

Automated emails, intelligent meeting summaries, and faster CRM processes significantly reduce manual effort.

Which tools are integrated with Copilot for Sales?

The focus is on Microsoft 365, Outlook, Teams, Dynamics 365, and Salesforce for modern, AI-powered sales processes.

Who is the MB-7007 particularly relevant for?

Ideal for sales teams, consultants, administrative roles, and companies looking to effectively integrate AI into their existing sales processes.

What are the key topics in deployment and configuration?

The topics covered include deployment, security concepts, user configurations, data integration, and production use in an enterprise environment.

Why is Microsoft Copilot for Sales in such high demand right now?

Companies are looking for ways to streamline sales processes while efficiently implementing personalized customer communication.

What practical applications are covered?

Typical scenarios include AI-powered proposal preparation, CRM documentation, meeting analysis, and automated sales support.

What are the benefits of a clean Copilot configuration?

A structured framework improves data security, user acceptance, and the quality of AI-driven results in day-to-day operations.

Why is knowledge about Microsoft Copilot for Sales strategically important?

AI is radically transforming modern sales organizations. Expertise in integration, governance, and the practical application of AI is in high demand.

Do you have any further questions? Please contact us.

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