Basic Package
For: Employees new to Dynamics 365 Copilot
Duration: 8 hours
Package Includes:
- Overview of Copilot across Dynamics 365 apps (Sales, Customer Service, and more).
- Generate summaries, next steps, and email drafts in Sales.
- Create and update customer records automatically.
- Use Copilot to respond to customer inquiries in Customer Service.
- Hands-on practice with everyday sales and service tasks.
- Training materials, videos, and practice prompts.
Expert Package
For: Teams ready to deeply integrate Copilot into their Dynamics 365 workflows
Duration: 12 hours
Package Includes:
- Advanced Copilot capabilities across Dynamics 365 apps.
- Automate sales processes with lead prioritization and deal insights.
- Generate detailed customer responses, summaries, and case notes.
- Use Copilot to create reports, dashboards, and insights from CRM data.
- Advanced hands-on practice with real business scenarios.
- Training materials, videos, and practice prompts.
Continuous Learning Package
For: Teams wanting to stay current with Dynamics 365 Copilot updates.
Duration: Ongoing, with monthly/quarterly sessions
Package Includes:
- Regular updates on new Dynamics 365 Copilot features.
- Webinars and sessions on advanced use cases.
- Real-world workshops tailored to your business needs.
- One-on-one coaching and workflow optimization.
- Exclusive resources and ongoing Copilot support.
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