Configurar Dynamics 365 Sales para la venta impulsada por IA

Resumen

Discover how Dynamics 365 customer engagement apps—Sales, Customer Service, Contact Center, Customer Insights, and Field Service—work together to deliver exceptional customer experiences. Explore how AI features like Copilot, AI agents, and the Dynamics 365 AI Hub help your teams work smarter, respond faster, and build stronger customer relationships.This module explains the following concepts:

How Dynamics 365 customer engagement apps work together to support end-to-end customer experiences How Copilot and AI agents help sellers, customer service representatives, and field technicians work more effectively How Microsoft approaches responsible AI and what that means for your data and your customers Learn how Dynamics 365 Sales combines AI agents, Copilot, and automation to power every stage of the sales process.This module explains the following concepts:

How Dynamics 365 Sales uses AI agents and Copilot to power the sales process.

The different product offerings in Dynamics 365 Sales and how to design an AI-driven sales strategy. Core elements of the application, how to navigate within it, and how to access Copilot and agents.

Management of customers in the application, and how to engage with them using agents. How Copilot features help sellers stay productive and informed.

How autonomous agents automate key sales tasks from lead qualification to opportunity management. Learn how to configure Dynamics 365 Sales for your organization—including AI-powered features like Copilot, predictive scoring, conversational intelligence, and AI agents.

Explore the Dynamics 365 AI Hub to set up prerequisites, manage agents, and monitor performance so your sellers can prioritize their pipeline and close deals faster.In this module, you'll:

Learn about the key features of Dynamics 365 Sales and how it can help your organization. Configure key settings that organizations should customize when setting up the application.

Set up the included security roles for sales users. Use the Dynamics 365 AI Hub to enable AI agents and Copilot features for your sales team.

Programa

• Transformar las experiencias de los clientes con IA en aplicaciones de Dynamics 365 Introducción Aplicaciones de experiencia del cliente de Dynamics 365 en el viaje de una organización Trabajar con otras aplicaciones de Dynamics 365 como parte de una solución de compromiso con el cliente Explorar componentes de IA en aplicaciones de Dynamics 365 Usar IA de manera responsable con Dynamics 365 Evaluación del módulo Resumen
• Descubrir Dynamics 365 Sales como una solución de ventas impulsada por IA Introducción Diseñar una estrategia de ventas impulsada por IA Navegar en Dynamics 365 Sales Gestionar clientes Copilot en Dynamics 365 Sales Usar agentes en Dynamics 365 Sales Evaluación del módulo Resumen
• Configurar y preparar Dynamics 365 Sales Introducción Prepararse para el despliegue de Dynamics 365 Sales Configurar roles de seguridad Configurar y preparar la aplicación Configurar características de colaboración Configurar Copilot en Ventas Configurar funciones de IA en el Dynamics 365 AI Hub Configurar características de inteligencia Configurar el acelerador de ventas Evaluación del módulo Resumen

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Materias

Business