Workshop and Assessment Copilot for Sales

1 - 1.5 hours Workshop / Assessment focused on Copilot for Microsoft Dynamics 365 Sales:

Objective: Enhance participants’ understanding of Copilot’s capabilities within the context of Dynamics 365 Sales.

Duration: One full day (approximately 6-8 hours*).

Agenda:

Introduction to Copilot:

Overview of features, benefits, and integration with Dynamics 365 Sales.

Hands-On Exploration:

Participants engage with Copilot in real-world scenarios.

Practice using Copilot for lead management, customer interactions, and sales processes.

Assessment: Evaluate participants’ proficiency in using Copilot. Assess their ability to leverage Copilot effectively for sales tasks.

Best Practices and Tips: Share insights on maximizing Copilot’s impact.

Discuss common challenges and solutions.

Materials and Resources:

Copilot Documentation: Provide access to relevant guides and documentation.

Sample Data: Use mock data to simulate sales scenarios.

Follow-Up: Schedule a post-workshop session to address questions and reinforce learning.

*Terms & Conditions apply