Reviews 5,0
Reviews 5,0
MB-7007 Deploy and configure Microsoft Copilot for Sales
Microsoft Copilot for Sales brings AI directly into everyday sales work – in Outlook, Teams and the CRM at the same time. The result is a working environment where information is available exactly where decisions are made.
Key topics
- Setting up and deploying Copilot for Sales in enterprise environments.
- Configuring CRM connections to Dynamics 365 and Salesforce.
- Setting up user roles and security policies.
- Using AI features productively in Outlook and Teams.
- Managing data sources and sales information in a structured way.
- Analyzing and improving sales workflows with AI support.
Prerequisite
A working knowledge of Microsoft 365 or CRM systems and experience with administrative tasks are expected.
Target group
Suitable for system administrators, technical consultants and sales operations teams who deploy and manage AI sales solutions within the Microsoft ecosystem.
Copilot for Sales is not just an add-on – it is a platform for intelligent sales work. Those who master deployment and configuration lay the foundation for lasting efficiency in any sales team.
Course Content
Improving Sales Performance with Copilot for Sales
- Viewing and updating CRM data directly within the workflow.
- Optimizing sales communication with AI support.
- Preparing and conducting AI-powered sales conversations.
- Setting up and using collaboration spaces for sales teams.
- Customizing Copilot for Sales to fit business processes.
Deploying and Configuring Copilot for Sales
- Understanding the architecture and structure of Copilot for Sales.
- Installing and setting up Copilot for Sales in Outlook.
- Customizing forms and fields for sales processes.
- Activating and configuring Copilot AI features.
- Setting up and integrating with Microsoft 365 apps.
- Extending and adapting Copilot for Sales.
Up to 100% funding for your continuing education
Attractive funding opportunities are available for numerous continuing education programs – depending on the funding program, up to 100% funding is possible.
The requirement is that you live or work in Germany. Our funding opportunities are not available outside of Germany.
Funding opportunities are available for career starters, job seekers, career changers, startups, experienced professionals, those seeking career advancement, and specialists.
What does Microsoft Copilot for Sales do in everyday sales work?
- Email preparation, meeting notes and CRM updates run faster and with less manual effort thanks to AI support.
Which systems does Copilot for Sales connect to?
- Copilot for Sales integrates with Microsoft 365, Outlook, Teams, Dynamics 365 and Salesforce, connecting seamlessly with existing CRM environments.
Who benefits most from MB-7007?
- Particularly suited to administrators, technical consultants, sales operations teams and organizations aiming to embed AI effectively into their sales processes.
What are the core topics covered in MB-7007?
- The course covers deployment, security architecture, user management, CRM data integration and the productive use of Copilot in day-to-day business.
Why is Microsoft Copilot for Sales so popular right now?
- Sales teams are under pressure to work faster and more individually. AI tools like Copilot for Sales help automate processes and personalize customer communication.
What specific use cases does the course cover?
- Scenarios covered include AI-powered proposal preparation, automated CRM documentation, intelligent meeting analysis and structured sales support.
What does a structured Copilot setup deliver in practice?
- A properly configured Copilot improves data security, boosts user adoption and raises the quality of AI outputs in day-to-day operations.
Why is it worth knowing Copilot for Sales in depth?
- AI-powered sales tools are changing work practices and role requirements. Solid knowledge of configuration, integration and governance provides a clear competitive advantage.
