Updated 4/2/2024 (Copilot for Sales, Service and Finance details)
Clarification on Sales Copilot and Copilot for Sales naming.
- Sales Copilot has been rebranded to Copilot for Sales (standard).
- All the articles about Copilot for Sales apply the same to Sales Copilot.
- Copilot for Sales (standard) = Previous Sales Copilot
- Copilot for Sales (premium) = Previous Sales Copilot +M365 Copilot+ sellers copilot capabilities (to come). This is a new SKU.
Recommended Training materials for Users
- Article: Use Copilot for Sales in Outlook
- Article: Use Copilot for Sales in Teams
- Training modules: Copilot for Sales Training
- Tips: For quick user tips, head over to https://aka.ms/Copilot/CopilotSalesTips
- Article: Deployment guide for Dynamics 365 customers
- Copilot for Sales customization: Customize forms & fields.
- Architecture: Copilot for Sales architecture
- Architecture Q&A: Addressed the top 10 architecture questions. You can find them here.
To drive Adoption – Planning process for ideas
- Here is a link to the Adoption Playbook: https://aka.ms/Copilot/CopilotSalesAdoptionGuide For detailed info, visit the main link.
- Subscribe for Copilot for Sales blog for Update awareness. Bookmark Copilot for Sales Blog
- Subscribe for the Copilot for Sales Roadmap YouTube channel video: Subscribe Copilot for Sales Roadmap videos (YouTube channel)
Microsoft Copilot for Sales resources
- Copilot for Sales partner resources page
- Copilot for Sales customer pitch deck
- Copilot for Sales product page
- Copilot for Sales documentation
- Copilot for Sales adoption page
- Copilot for Sales - Part I - How to configure
- Copilot for Sales - Part II - How to demo
- Copilot for Service partner resources page
- Copilot for Service customer pitch deck
- Copilot for Service product page
- Copilot for Service documentation
- Copilot Studio partner resources page
- Copilot Studio customer pitch deck
- Copilot Studio product page
- Try Copilot Studio
- Copilot Studio - How to configure your demo
Copilot for Sales , Copilot for Service & Copilot for Finance
- For the latest partner Copilot content, visit: aka.ms/copilotforbusinessfunctions and aka.ms/AIFutureOfWorkPartner
- For other partner content, offers, case studies and more, visit the Partner Hub: aka.ms/D365PartnerHub
Setting up Copilot for Dynamics 365 Customers
Product | Reference Documentation |
Copilot for Dynamics 365 Sales | |
Copilot for Dynamics 365 Customer Service | |
Copilot for Dynamics 365 Field Service | |
Copilot for Dynamics 365 Customer Insights | |
Copilot for Finance |
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