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All About Copilot Studio, B...
All About Copilot Studio, Business Copilots (Sales, Service & Finance), Copilot in Dynamics and Incentives Imp links
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Updated: 6/13/2024
Copilot Studios is a low-code tool to customize Copilot for Microsoft 365 and build standalone copilots. It brings together a set of powerful conversational capabilities—from custom GPTs, generative AI plugins, and manual topics.
#Microsoft
#Microsoft365
#MSIgnite
Customize Copilot for Microsoft 365
Enable greater control and efficiency by authoring responses to predictable scenarios within Copilot for Microsoft 365.
Create custom copilots and GPTs.
Incorporate your data and plugins for engaging interactions in the places that matter the most.
Use one connected platform!
Copilot Studio is built on the foundations of leading conversational AI technologies including Power Virtual Agents and is interoperable with Azure AI Studio and more.
Copilot Studios | Explained by Microsoft (youtube.com)
Important links:
Copilot Studio trial
aka.ms/try
copilotstudio
Blog
aka.ms/copilotstudio
blog
Demo
aka.ms/
copilotstudiodemo
Product documentation
aka.ms/
copilotstudiodocs
FAQ
aka.ms/
copilotstudioFAQ
Pitch deck
aka.ms/
copilotstudiopitchdeck
Ignite on-demand session
aka.ms/
copilotstudioatignite
Community page
aka.ms/
copilotstudiocommunity
Feature Requests
aka.ms/
copilotstudiofeaturerequest
How To Videos
aka.ms/
copilotstudiovids
Office Hours
aka.ms/
copilotstudioofficehours
Copilot Nominations
aka.ms/
copilotstudionominate
Official Microsoft Copilot Studio documentation - Microsoft Copilot Studio | Microsoft Learn
Blog
>
Copilot Studio
>
Reinvent your AI assistants with generative answers, actions, and more in Microsoft Power Virtual Agents | Microsoft Power Virtual Agents
ISV Extensibility for Microsoft Copilot | Microsoft Learn
Join us at the Microsoft Power Platform Partner Hub –Copilot Studio a
Microsoft Power Platform Partner Hub
https://powerplatformpartners.transform.microsoft.com/gtm/lowcode/copilot-studio
Microsoft Copilot Studio Demo – Microsoft Ignite 2023 (youtube.com)
Understanding Copilots at Microsoft (youtube.com)
Transform copilot development with Microsoft Copilot Studio | BRK212H (youtube.com)
Microsoft Copilot Studio: The Ultimate Guide to Designing Copilots (Nov. 2023 Webinar Recording) (youtube.com)
To publish a Copilot into a Mobile App:
Add a chatbot to mobile and web apps - Microsoft Copilot Studio | Microsoft Learn
Microsoft Copilot Studio implementation guide
:
aka.ms/copilotstudioimplementationguide
Using Microsoft’s Success by Design framework, this step-by-step guide will help you and your customers make the Microsoft Copilot Studio implementation journey smoother, faster and successful.
Download the guide here
.
Copilot Studio - How To Series - YouTube
Copilot Studio Training - 3 day
We have on-demand a 3-day partner technical training I would recommend:
https://aka.ms/CopilotStudioPartnerTraining
Copilot Studio In-A-Day
Demand generation for
Power Platform In-A-Day
is drive by Microsoft GDC, with eligible Partners facilitating the activities (eligibility is based on certifications achieved).
Partner Hub Page:
aka.ms/
CopilotStudio_Partner
Partner Opportunity Deck
:
aka.ms/
CopilotStudio_PartnerOppDeck
Biz Apps Technical (demand) Partner Training:
aka.ms/
CopilotStudioPartnerTraining
Microsoft Copilot Partner Sales Bootcamp Training:
https://aka.ms/salesenablementhub
CSP Masters Copilot Training Series
: Inclusion in Sales & Technical training sessions focused on Enhancing M365 Copilot
aka.ms/M365CSPMastersBootcamp
Copilot Studio in a day
Note, we are working on adding more sections to this to cover Plugin and new AI capabilities. Stay tuned!
https://aka.ms/CSIADstudent
https://aka.ms/CSIADinstructor
All About Copilot for sales :
All About Copilot for Sales (dynamics.com)
18
th
June Business Copilot
Microsoft Events - Microsoft Copilot for Sales and Copilot for Service Partner Enablement Session
Microsoft Copilot for Sales and Copilot for Service Partner Enablement Session
https://msevents.microsoft.com/event?id=2295684022
*****************************************************************
Copilot for Sales
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
Demo
: Check out the
click-through demo
for a hands-on experience.
Tips
: For quick user tips, head over to
https://aka.ms/Copilot/CopilotSalesTips
Recommended Training materials for Administrators
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
.
Blogs to subscribe to for latest Copilot for Sales updates:
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
Microsoft Copilot for Service resources
Copilot for Service partner resources page
Copilot for Service customer pitch deck
Copilot for Service product page
Copilot for Service documentation
Microsoft Copilot Studio resources
Copilot Studio partner resources page
Copilot Studio customer pitch deck
Copilot Studio product page
Try Copilot Studio
Copilot Studio - How to configure your demo
Setting up Copilot for Dynamics 365 Customers
Product
Reference Documentation
Copilot for Dynamics 365 Sales
Copilot in Dynamics 365 Sales overview | Microsoft Learn
Turn on and set up Copilot in Dynamics 365 Sales | Microsoft Learn
Use Copilot in Dynamics 365 apps | Microsoft Learn
Get information from Copilot | Microsoft Learn
Copilot for Dynamics 365 Customer Service
Enable Copilot features in Customer Service | Microsoft Learn
Enable summarization of cases and conversations | Microsoft Learn
Enable features in Copilot pane | Microsoft Learn
Configure copilot features for custom case forms and custom apps | Microsoft Learn
Copilot for Dynamics 365 Field Service
Dynamics 365 Field Service - Copilot in Field Service | Microsoft Learn
Copilot for Dynamics 365 Customer Insights
Copilot features in Customer Insights - Journeys - Dynamics 365 Customer Insights | Microsoft Learn
Copilot for Finance
Overview of Copilot capabilities in finance and operations apps - Finance & Operations | Dynamics 365 | Microsoft Learn
Enable Copilot capabilities in finance and operations apps (preview) - Finance & Operations | Dynamics 365 | Microsoft Learn
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
Stay updated with the latest partner Copilot content! Discover valuable resources at:
For Copilot content focused on business functions: aka.ms/copilotforbusinessfunctions
For insights on the future of work with Copilot: aka.ms/AIFutureOfWorkPartner
Stay updated with the latest partner Copilot content! Discover valuable resources at:
·
For Copilot content focused on business functions:
aka.ms/
copilotforbusinessfunctions
·
For insights on the future of work with Copilot:
aka.ms/
AIFutureOfWorkPartner
·
Explore other partner content, offers, case studies, and more at our Partner Hub:
aka.ms/D365PartnerHub
Excited to receive partner case studies!
Join us at the Microsoft Power Platform Partner Hub – Copilot Studio
aka.ms/D365PartnerHub
All About Copilot for Sales (linkedin.com)
All About Copilot Studio (linkedin.com)
Sales Navigator (linkedin.com)
Unlock the wealth of information in our comprehensive guide tailored for For Business Copilots! Delve into the specifics on
Slide 21 of our development guide
, accessible here:
For Business Copilots Development Guide
"
Partner Incentives (microsoft.com)
(Dynamics Core Copilot – Post Sales motion incentives for Copilot Adoption) FY24 (Q4, Q5)
Sonal Bordia :
https://www.linkedin.com/in/sonalbordia/
Updated: 6/13/2024
Sonal
Bordia
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