About Course
In this hands-on lab, you’ll learn to use the Copilot for Sales app to integrate CRM data with Outlook, Teams, and Word, enhancing sales management. Discover how to minimize context switching and improve efficiency by synchronizing CRM data and utilizing generative AI for smarter customer interactions and data handling. You’ll gain practical experience in managing CRM contacts and records, tailoring the CRM to your business needs and generating AI-powered meeting summaries. This lab aims to equip you with the expertise to optimize your sales workflow with Copilot for Sales.
