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Microsoft Copilot in Dynamics 365

Learn how to use Microsoft Copilot in Dynamics 365 to simplify daily tasks, improve productivity, and focus on higher-value work with AI-powered insights.

Intermediate
32m

Created by Navidut Tauhid

Last Updated Feb 06, 2026

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  • Course

Microsoft Copilot in Dynamics 365

Learn how to use Microsoft Copilot in Dynamics 365 to simplify daily tasks, improve productivity, and focus on higher-value work with AI-powered insights.

Intermediate
32m

Created by Navidut Tauhid

Last Updated Feb 06, 2026

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What you'll learn

Working in Dynamics 365 often involves repetitive data entry and manual processes that slow down productivity. In this course, Microsoft Copilot in Dynamics 365, you’ll learn how to use Copilot to work smarter across your business applications. First, you’ll explore what Copilot is, how it integrates with Dynamics 365, and how to access it within different applications. Next, you’ll learn how Copilot supports core functions, including drafting communications, summarizing records, and answering contextual questions. Finally, you’ll discover how Copilot helps complete common tasks more easily, such as updating records, generating insights, and creating reports. When you’re finished with this course, you’ll have the knowledge and hands-on experience needed to adopt Copilot in Dynamics 365 to streamline workflows and improve productivity.

Microsoft Copilot in Dynamics 365
Intermediate
32m
Table of contents

About the author
Navidut Tauhid - Pluralsight course - Microsoft Copilot in Dynamics 365
Navidut Tauhid
18 courses 3.8 author rating 372 ratings

A Unified Communication and Collaboration Consultant, Contact Center Specialist, and a Corporate Trainer.

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