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Webinar Agenda:
1. Copilot for Microsoft 365
2. The 5 screens at the heart of the CRM (Accounts, Contacts, Opportunities, Activities, and
your Dashboards).
3. Work anywhere (Mobile, out of Outlook)
4. Core CRM reporting for both reps and sales managers
5. Advanced Reporting
• Analytics from Power BI
• Sales Forecasting using Artificial Intelligence (AI)
6. Microsoft 2023 Pricing

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