Integrate Office and Dynamics 365 Customer Engagement apps

Beginner
Functional Consultant
Dynamics 365
Microsoft Power Platform

Important

Power Virtual Agents capabilities and features are now part of Microsoft Copilot Studio following significant investments in generative AI and enhanced integrations across Microsoft Copilot.

Some articles and screenshots may refer to Power Virtual Agents while we update documentation and training content.

Work with templates and Office products to expand the capability of Dynamics 365 Customer Engagement apps.

Learning objectives

In this module, you will:

  • Explore template options and security.
  • Examine how Office products integrate with Dynamics 365.

Prerequisites

An understanding of Dynamics 365 for Customer Engagement apps.