Copilot for Dynamics 365 for Sales and Customer Service

سرفصل های دوره

This course focuses on two areas of Dynamics 365 that can truly be enhanced by the use of Copilot: sales and customer service. Check out this course to learn a variety of new approaches towards engaging with leads and opportunities through the use of Copilot. Find out how to get the information on your sales pipeline, find the latest news on an account, get a list of updated sales records, and more. On the customer service side, get tips on using Copilot to work with questions and responses, draft emails, and summarize cases and conversations.

This course was produced by ClipTraining. We are pleased to host this training in our library.

01 - 1. The Fundamentals of Copilot in Dynamics 365 Sales

01 - Getting started with Copilot in Dynamics 365 Sales

02 - Getting your sales pipeline information

03 - Getting the latest news about an account

04 - Summarizing a lead or opportunity

05 - Viewing recent changes to a lead or opportunity

06 - Getting a list of recently updated sales records

07 - Viewing the leads and opportunities assigned to you recently

08 - Preparing for upcoming sales appointments

09 - Viewing emails you havent replied to

10 - Composing and sending email messages

02 - 2. The Fundamentals of Copilot in Dynamics 365 Customer Service

01 - Getting started with Copilot in Dynamics 365 Customer Service

02 - Working with questions and responses

03 - Drafting emails

04 - Summarizing cases

05 - Summarizing conversations

439,000 تومان

افزودن به سبد خرید

خرید دانلودی فوری

در این روش نیاز به افزودن محصول به سبد خرید و تکمیل اطلاعات نیست و شما پس از وارد کردن ایمیل خود و طی کردن مراحل پرداخت لینک های دریافت محصولات را در ایمیل خود دریافت خواهید کرد.

تولید کننده: LinkedIn Learning (Lynda)