Configurer Dynamics 365 Sales pour la vente assistée par l'IA

Aperçu

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.

Programme

• Transformez les expériences client avec l'IA dans les applications Dynamics 365 Introduction Applications d'expérience client Dynamics 365 dans le parcours d'une organisation Travailler avec les autres applications Dynamics 365 dans le cadre d'une solution d'engagement client Explorer les composants IA dans les applications Dynamics 365 Utiliser l'IA de manière responsable avec Dynamics 365 Évaluation du module Résumé
• Découvrez Dynamics 365 Sales comme solution de vente alimentée par l'IA Introduction Concevoir une stratégie de vente axée sur l'IA Naviguer dans Dynamics 365 Sales Gérer les clients Copilot dans Dynamics 365 Sales Utiliser des agents dans Dynamics 365 Sales Évaluation du module Résumé
• Configurer et installer Dynamics 365 Sales Introduction Préparer le déploiement de Dynamics 365 Sales Configurer les rôles de sécurité Configurer et installer l'application Configurer les fonctionnalités de collaboration Configurer Copilot dans Sales Configurer les fonctionnalités IA dans le Hub IA de Dynamics 365 Configurer les fonctionnalités d'intelligence Configurer l'accélérateur de vente Évaluation du module Résumé

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Matières

Business