Coffee + Cram: Copilot 101 in Dynamics 365 Sales

Wednesday, August 13th | 9am PST / 12pm EST

New to Copilot for Sales? Join us for a Copilot 101 class as Jackie Hunt, Serina Kwok, and Megan Clark walk through the powerful capabilities within D365 Sales, including its newest Sales Agent. You’ll learn how Copilot streamlines daily tasks, enhances productivity, and helps sellers focus on what matters most, building customer relationships and closing deals.

Your Presenters

Jackie Hunt

Senior Solution Consultant

Coffee + Dunn

LinkedIn

Serina Kwok

Senior Consultant

Coffee + Dunn

LinkedIn

Megan Clark

Director, Implementation Services

Coffee + Dunn

LinkedIn

Relevant Posts

Copilot Wizardry in Dynamics 365 Customer Insights

Watch on demand as Jessica Skinner and Tim Manders explore what AI means for users of Dynamics 365 Customer Insights. In this session, you'll get a firsthand look at Copilot features in both CI - Journeys and CI - Data, plus insights into how generative AI is...

Six Ways Your Content Can Hurt (and Help!) Your Bottom Line

What if I told you that content, in its purest form, can actually cost you money? Whether a result of misaligned messaging or lack of customer centricity, when content isn’t pulling its weight, it can easily drive up costs rather than increase ROI. The fix?...

Copilot 101: Dynamics 365 Customer Insights – Data

Personalizing customer experiences isn’t just a nice-to-have; it’s the name of the game. To achieve this, you'll need to meet customers where they're at across all channels. Enter Dynamics 365 Customer Insights - Data (CI-Data), the customer data platform (CDP)...