Copilot Ascend: 2-hour Copilot Discovery Workshop

Unlock the business value of Microsoft Copilot within Dynamics 365 Sales.

Copilot Ascend from TrellisPoint is a two-hour, one-on-one workshop designed to help organizations get started with or extend their use of Microsoft Dynamics 365 Sales by applying Microsoft Copilot to real-world sales scenarios. This focused engagement helps sales and technology leaders understand how Copilot enhances seller productivity, pipeline visibility, and customer engagement directly within Dynamics 365.

During the session, our experts work with your team to identify high-impact opportunities to integrate Copilot’s generative AI capabilities into Dynamics 365 Sales workflows—such as opportunity management, customer interactions, forecasting, and reporting. The workshop is ideal for organizations looking to increase adoption of Dynamics 365 Sales while reducing manual effort and improving decision-making.

Copilot Ascend provides practical guidance on extending your Dynamics 365 Sales investment by aligning people, processes, and AI-powered capabilities to support measurable sales outcomes.

• Guided overview of Microsoft Copilot capabilities within Dynamics 365 Sales
• Identification of high-priority sales scenarios where Copilot delivers immediate value
• Use cases focused on seller productivity, pipeline management, and customer engagement
• Insights on reducing administrative work for sales teams using Copilot-assisted automation
• Recommendations for improving forecasting, reporting, and sales decision-making
• Guidance on extending Dynamics 365 Sales with Copilot and the Microsoft Power Platform
• A practical roadmap for adopting Copilot to support Dynamics 365 Sales users
• Hands-on demonstrations of Copilot features within a sales-focused CRM context
• Expert guidance on aligning Copilot adoption with your Dynamics 365 Sales strategy

Schedule your Copilot Ascend workshop today and learn how Microsoft Copilot can help your organization maximize value from Dynamics 365 Sales through AI-powered productivity and insights.