Get started with Microsoft 365 Copilot for Service - Training

<!DOCTYPE html><html class=" is-full hasPageActions hasBreadcrumb module has-default-focus theme-light" lang="en-us" dir="ltr" data-authenticated="false" data-auth-status-determined="false" data-target="docs" x-ms-format-detection="none"> <head> <meta charset="utf-8" /> <meta name="viewport" content="width=device-width, initial-scale=1.0" /> <meta property="og:title" content="Get started with Microsoft 365 Copilot for Service - Training" /> <meta property="og:type" content="website" /> <meta property="og:url" content="https://learn.microsoft.com/en-us/training/modules/get-started-copilot-for-service/" /><meta property="og:description" content="Explore Microsoft 365 Copilot for Service, an AI-powered tool enhancing efficiency and automating tasks to accelerate onboarding and case resolution." /><meta property="og:image" content="https://learn.microsoft.com/learn/achievements/get-started-copilot-for-service-social.png" /> <meta property="og:image:alt" content="Get started with Microsoft 365 Copilot for Service - Training | Microsoft Learn" /> <meta name="twitter:card" content="summary" /> <meta name="twitter:site" content="@MicrosoftLearn" /> <meta name="color-scheme" content="light dark"><meta name="ai-usage" content="ai-assisted" /> <meta name="author" content="cstorega" /> <meta name="breadcrumb_path" content="/learn/breadcrumb/toc.json" /> <meta name="clicktale" content="true" /> <meta name="depot_name" content="Azure.learn-dynamics-pr" /> <meta name="description" content="Explore Microsoft 365 Copilot for Service, an AI-powered tool enhancing efficiency and automating tasks to accelerate onboarding and case resolution." /> <meta name="document_id" content="6fa2695b-2136-584b-62a6-4e6cbee4d5a6" /> <meta name="document_version_independent_id" content="09e4d62a-af87-87ae-bea4-e588cb75ff38" /> <meta name="feedback_help_link_type" content="" /> <meta name="feedback_help_link_url" content="" /> <meta name="feedback_product_url" content="" /> <meta name="feedback_system" content="None" /> <meta name="git_commit_id" content="448a6b51d764a292b878c0b1be703b73d3d3b5e8" /> <meta name="gitcommit" content="https://github.com/MicrosoftDocs/learn-dynamics-pr/blob/448a6b51d764a292b878c0b1be703b73d3d3b5e8/learn-dynamics-pr/copilot-for-service/get-started-copilot-for-service/index.yml" /> <meta name="locale" content="en-us" /> <meta name="ms.author" content="cstorega" /> <meta name="ms.collection" content="bap-ai-copilot" /> <meta name="ms.custom" content="ai-gen-training-bap" /> <meta name="ms.custom" content="ai-gen-desc" /> <meta name="ms.custom" content="ai-seo-date:07/04/2024" /> <meta name="ms.custom" content="copilot-learning-hub" /> <meta name="ms.date" content="09/16/2024" /> <meta name="ms.service" content="copilot-for-service" /> <meta name="ms.topic" content="module" /> <meta name="original_content_git_url" content="https://github.com/MicrosoftDocs/learn-dynamics-pr/blob/live/learn-dynamics-pr/copilot-for-service/get-started-copilot-for-service/index.yml" /> <meta name="page_kind" content="module" /> <meta name="page_type" content="learn" /> <meta name="schema" content="Module" /> <meta name="site_name" content="Docs" /> <meta name="uhfHeaderId" content="MSDocsHeader-Learn" /> <meta name="uid" content="learn-dynamics.get-started-copilot-for-service" /> <meta name="updated_at" content="2024-09-16 11:00 PM" /> <meta name="persistent_id" content="bbcc61f6-bcc4-3360-110e-8e493d8c36eb" /> <meta name="cmProducts" content="https://microsoft-devrel.poolparty.biz/DevRelOfferingOntology/46e3c7c4-fe77-4a6e-b40a-44c569819fa5" data-source="generated" /> <meta name="spProducts" content="https://microsoft-devrel.poolparty.biz/DevRelOfferingOntology/d0c6fab8-2d7d-4bb0-bf40-589e08d7c132" data-source="generated" /> <meta name="scope" content="Microsoft Copilot for Service, Copilot, agent facing" /><meta name="github_feedback_content_git_url" content="https://github.com/MicrosoftDocs/learn-dynamics-pr/blob/main/learn-dynamics-pr/copilot-for-service/get-started-copilot-for-service/index.yml" /><link href="https://learn.microsoft.com/en-us/training/modules/get-started-copilot-for-service/" rel="canonical"><title>Get started with Microsoft 365 Copilot for Service - Training | Microsoft Learn</title><link rel="stylesheet" href="/static/assets/0.4.028726178/styles/site-ltr.css"> <script id="msdocs-script"> var msDocs = {environment: { supportLevel: 'production', accessLevel: 'online', reviewFeatures: false, systemContent: true, azurePortalHostname: 'portal.azure.com', legacyHosting: false, siteName: 'learn', },data: { timeOrigin: Date.now(), contentLocale: 'en-us', contentDir: 'ltr', userLocale: 'en-us', userDir: 'ltr', pageTemplate: 'Module', brand: '', context: {}, hasBinaryRating: false, feedbackHelpLinkType:'', feedbackHelpLinkUrl:'', standardFeedback: false, showFeedbackReport: false, enableTutorialFeedback: false, feedbackSystem: 'None', feedbackGitHubRepo: '', feedbackProductUrl: '',extendBreadcrumb: true,isEditDisplayable: false, hideViewSource: false, hasPageActions: true, hasPrintButton: false, hasBookmark: false, hasShare: false, isPermissioned: false, isPrivateUnauthorized: false,hasRecommendations: false,contributors: [{ name: "amsilb", url: "https://github.com/amsilb" },{ name: "mharvela", url: "https://github.com/mharvela" }],}, functions:{} }; </script><script src="https://wcpstatic.microsoft.com/mscc/lib/v2/wcp-consent.js"></script> <script src="https://js.monitor.azure.com/scripts/c/ms.jsll-4.min.js"></script><script src="/static/assets/0.4.028726178/global/deprecation.js"></script><script src="/static/assets/0.4.028726178/scripts/en-us/index-learner-experience.js"></script></head> <body lang="en-us" dir="ltr"> <div class="header-holder has-default-focus"> <a href="#main" style="z-index: 1070" class="outline-color-text visually-hidden-until-focused position-fixed inner-focus focus-visible top-0 left-0 right-0 padding-xs text-align-center has-body-background" tabindex="1">Skip to main content</a><div hidden id="cookie-consent-holder" data-test-id="cookie-consent-container"></div> <div id="unsupported-browser" style=" background-color: white; color: black; padding: 16px; border-bottom: 1px solid grey;" hidden > <div style="max-width: 800px; margin: 0 auto;"> <p style="font-size: 24px">This browser is no longer supported.</p> <p style="font-size: 16px; margin-top: 16px;">Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support.</p> <div style="margin-top: 12px;"> <a href="https://go.microsoft.com/fwlink/p/?LinkID=2092881 " style=" background-color: #0078d4; border: 1px solid #0078d4; color: white; padding: 6px 12px; border-radius: 2px; display: inline-block; ">Download Microsoft Edge</a> <a href="https://learn.microsoft.com/en-us/lifecycle/faq/internet-explorer-microsoft-edge" style=" background-color: white; padding: 6px 12px; border: 1px solid #505050; color: #171717; border-radius: 2px; display: inline-block; ">More info about Internet Explorer and Microsoft Edge</a> </div> </div> </div>   <header id="ms--site-header" data-test-id="site-header-wrapper" role="banner" itemscope="itemscope" itemtype="http://schema.org/Organization"> <div id="ms--mobile-nav" class="site-header display-none-tablet padding-inline-none gap-none" data-bi-name="mobile-header" data-test-id="mobile-header"></div> <div id="ms--primary-nav" class="site-header display-none display-flex-tablet" data-bi-name="L1-header" data-test-id="primary-header"></div> <div id="ms--secondary-nav" class="site-header display-none display-flex-tablet" data-bi-name="L2-header" data-test-id="secondary-header"></div> </header><div id="content-header" class="content-header uhf-container has-padding has-default-focus border-bottom-none" data-bi-name="content-header"> <div class="content-header-controls margin-xxs margin-inline-sm-tablet"> <button type="button" class="contents-button button button-sm margin-right-xxs" data-bi-name="contents-expand" aria-haspopup="true" data-contents-button> <span class="icon"><span class="docon docon-menu" aria-hidden="true"></span></span> <span class="contents-expand-title">Table of contents</span> </button> <button type="button" class="ap-collapse-behavior ap-expanded button button-sm" data-bi-name="ap-collapse" aria-controls="action-panel"> <span class="icon"><span class="docon docon-exit-mode" aria-hidden="true"></span></span> <span>Exit focus mode</span> </button> </div> </div><div id="disclaimer-holder" class="has-overflow-hidden has-default-focus">  </div> </div> <div class="mainContainer uhf-container has-body-background-dark uhf-container is-full has-default-focus" data-bi-name="body"> <div class="columns has-large-gaps is-gapless-mobile is-gapless"> <section class="primary-holder column ">  <div class="columns is-gapless-mobile has-large-gaps is-gapless"><div id="main-column" class="column "> <main id="main" class="" role="main" data-bi-name="content" lang="en-us" dir="ltr"> <div id="article-header" class="background-color-body display-none-print"> <div class="display-flex align-items-center uhf-container"><details id="article-header-breadcrumbs-overflow-popover" class="popover" data-for="article-header-breadcrumbs"> <summary class="button button-clear button-primary button-sm inner-focus" aria-label="All breadcrumbs"> <span class="icon"> <span class="docon docon-more"></span> </span> </summary> <div id="article-header-breadcrumbs-overflow" class="popover-content padding-none"> </div> </details> <bread-crumbs id="article-header-breadcrumbs" data-test-id="article-header-breadcrumbs" class="overflow-hidden flex-grow-1 margin-right-sm margin-right-md-tablet margin-right-lg-desktop margin-left-negative-xxs padding-left-xxs"></bread-crumbs><div id="article-header-page-actions" class="opacity-none margin-left-auto display-flex flex-wrap-no-wrap align-items-stretch"><a id="lang-link-tablet" class="button button-primary button-clear button-sm display-none display-inline-flex-tablet" title="Read in English" data-bi-name="language-toggle" data-read-in-link hidden> <span class="icon margin-none" aria-hidden="true" data-read-in-link-icon> <span class="docon docon-locale-globe"></span> </span> <span class="is-visually-hidden" data-read-in-link-text>Read in English</span> </a> <details class="popover popover-right" id="article-header-page-actions-overflow"> <summary class="justify-content-flex-start button button-clear button-sm button-primary" aria-label="More actions" title="More actions"> <span class="icon" aria-hidden="true"> <span class="docon docon-more-vertical"></span> </span> </summary> <div class="popover-content padding-xs"><a id="lang-link-overflow" class="justify-content-flex-start button-sm has-inner-focus button button-clear button-block display-none-tablet" title="Read in English" data-bi-name="language-toggle" data-page-action-item="overflow-mobile" data-check-hidden="true" data-read-in-link hidden > <span class="icon" aria-hidden="true" data-read-in-link-icon> <span class="docon docon-locale-globe"></span> </span> <span data-read-in-link-text>Read in English</span> </a> </div> </details> </div></div> </div> <div> <button type="button" class="border contents-button button button-clear button-sm is-hidden-tablet has-inner-focus" data-bi-name="contents-expand" data-contents-button hidden> <span class="icon"> <span class="docon docon-editor-list-bullet" aria-hidden="true"></span> </span><span class="contents-expand-title">Table of contents</span></button> </div> <div class=""><div class="modular-content-container" data-bi-name="module"> <div class="section is-small is-uniform padding-none padding-block-lg-tablet padding-inline-sm-tablet padding-sm-desktop position-relative"> <div class="box is-shadowless-mobile padding-none"> <div class="padding-sm padding-bottom-none padding-bottom-none-tablet padding-xs-tablet"> <div class="columns has-large-gaps margin-none"> <figure class="image is-112x112-desktop is-96x96 margin-bottom-sm"> <img role="presentation" src="/en-us/learn/achievements/get-started-copilot-for-service.svg" alt="" data-linktype="absolute-path"> </figure> <div class="column is-auto padding-none padding-sm-tablet position-relative-tablet"> <div data-progress-uid="learn-dynamics.get-started-copilot-for-service" class="xp-tag is-hidden position-absolute top-0 margin-top-xs margin-top-none-tablet has-content-right-zero margin-right-lg-tablet margin-right-sm"> <div class="xp-tag-hexagon"> <span aria-hidden="true" data-test-id="module-completed-xp-tag-icon" class="xp-tag-icon is-shown-complete docon docon-check"></span> <span class="xp-tag-xp"></span> </div> </div> <div class="columns is-mobile is-gapless margin-bottom-none"> <div class="column is-auto heading-container"> <h1 class="margin-none title is-2 has-content-margin-right-xxl-tablet margin-block-none">Get started with Microsoft 365 Copilot for Service</h1> <ul class="metadata page-metadata"> <li class="module-duration-minutes"></li> <li> Module </li> <li class="module-unit-count"> 11 Units </li> </ul> <div class="page-rating margin-bottom-none"></div> <div id="ms--module-user-feedback" data-test-id="module-user-feedback-container"> <div id="user-feedback" class="margin-block-xxs display-none-print" data-hide-on-archived=""> <button id="user-feedback-button" data-test-id="conceptual-feedback-button" class="button button-sm button-clear button-primary" type="button" data-bi-name="user-feedback-button" data-user-feedback-button=""> <span class="icon" aria-hidden="true"> <span class="docon docon-like"></span> </span> <span>Feedback</span> </button> </div> </div> </div> </div> <div class="font-size-sm tags margin-block-xxs"> <div class="tag font-size-xs"> Beginner </div> <div class="tag font-size-xs"> Functional Consultant </div> <div class="tag font-size-xs"> Business User </div> <div class="tag font-size-xs"> Microsoft Copilot </div> </div> <div class="learn-summary content font-size-md margin-top-xxs"><p>Microsoft 365 Copilot for Service unlocks an organization鈥檚 trusted knowledge to accelerate the onboarding process and case resolution, improve efficiency, and automate tasks for agents in their flow of work. Without costly development time, organizations can point to their data and unlock generative, AI-powered conversations across their knowledge. Additionally, agents can access this knowledge with a copilot that鈥檚 embedded directly in their desktop of choice, such as Salesforce, including other tools that they already use daily, such as Microsoft Outlook and Microsoft Teams.</p> </div> <h2 class="title is-6 margin-bottom-none margin-top-xs"> Learning objectives </h2> <div class="abstract content font-size-sm margin-block-xs"> <p>In this module you learn,</p> <ul> <li>About the benefits and features of Microsoft 365 Copilot for Service</li> <li>How to deploy and use Copilot for Service in Outlook and Teams</li> <li>How to deploy Copilot for Service in CRMs</li> <li>Where to get support</li> </ul> </div> <div id="module-actions" class="buttons"> <button type="button" class="collection button button-clear has-inner-focus margin-right-none" data-bi-name="collection" data-list-item-title="Get started with Microsoft 365 Copilot for Service" data-resource-type="module" data-test-id="module-add-to-collection" data-list-type="collection"> <span class="icon has-text-primary" aria-hidden="true"> <span class="docon docon-circle-addition"></span> </span> <span class="add-to-collection-status"> Save </span> </button> </div> <div class="prerequisites content"> <h2 class="title is-6 margin-bottom-none margin-top-xs">Prerequisites</h2> <p>None</p> </div> <div id="parent-learning-paths"></div> <ul id="unit-list" class="margin-top-sm module-unit-list-mobile" data-bi-name="units"> <li class="module-unit font-size-md position-relative padding-block-xs padding-block-xxs-tablet border-top border-top-none-tablet completable is-unstyled" data-unit-uid="learn-dynamics.get-started-copilot-for-service.introduction" data-progress-uid="learn-dynamics.get-started-copilot-for-service.introduction"> <div class="barLink is-unit-list-item margin-none has-content-margin-left-sm has-content-margin-left-none-tablet columns"> <div class="column is-11 is-11-mobile padding-none has-content-margin-right-xs"> <a class="unit-title display-block font-size-md has-line-height-reset" href="introduction" data-linktype="relative-path">Introduction</a> <span class="unit-duration font-size-xs margin-top-xxs has-text-subtle">min</span> </div> <div class="column is-1 is-1-mobile padding-none"> <span class="has-text-success docon docon-check is-shown-complete"></span> <span class="docon docon-chevron-right-light font-size-h5 is-hidden-tablet is-hidden-complete"></span> </div> </div> </li> <li class="module-unit font-size-md position-relative padding-block-xs padding-block-xxs-tablet border-top border-top-none-tablet completable is-unstyled" data-unit-uid="learn-dynamics.get-started-copilot-for-service.overview" data-progress-uid="learn-dynamics.get-started-copilot-for-service.overview"> <div class="barLink is-unit-list-item margin-none has-content-margin-left-sm has-content-margin-left-none-tablet columns"> <div class="column is-11 is-11-mobile padding-none has-content-margin-right-xs"> <a class="unit-title display-block font-size-md has-line-height-reset" href="overview" data-linktype="relative-path">Overview of Copilot for Service</a> <span class="unit-duration font-size-xs margin-top-xxs has-text-subtle">min</span> </div> <div class="column is-1 is-1-mobile padding-none"> <span class="has-text-success docon docon-check is-shown-complete"></span> <span class="docon docon-chevron-right-light font-size-h5 is-hidden-tablet is-hidden-complete"></span> </div> </div> </li> <li class="module-unit font-size-md position-relative padding-block-xs padding-block-xxs-tablet border-top border-top-none-tablet completable is-unstyled" data-unit-uid="learn-dynamics.get-started-copilot-for-service.deploy-outlook-teams" data-progress-uid="learn-dynamics.get-started-copilot-for-service.deploy-outlook-teams"> <div class="barLink is-unit-list-item margin-none has-content-margin-left-sm has-content-margin-left-none-tablet columns"> <div class="column is-11 is-11-mobile padding-none has-content-margin-right-xs"> <a class="unit-title display-block font-size-md has-line-height-reset" href="deploy-outlook-teams" data-linktype="relative-path">Deploy Copilot for Service in Outlook and Teams</a> <span class="unit-duration font-size-xs margin-top-xxs has-text-subtle">min</span> </div> <div class="column is-1 is-1-mobile padding-none"> <span class="has-text-success docon docon-check is-shown-complete"></span> <span class="docon docon-chevron-right-light font-size-h5 is-hidden-tablet is-hidden-complete"></span> </div> </div> </li> <li class="module-unit font-size-md position-relative padding-block-xs padding-block-xxs-tablet border-top border-top-none-tablet completable is-unstyled" data-unit-uid="learn-dynamics.get-started-copilot-for-service.copilot-outlook" data-progress-uid="learn-dynamics.get-started-copilot-for-service.copilot-outlook"> <div class="barLink is-unit-list-item margin-none has-content-margin-left-sm has-content-margin-left-none-tablet columns"> <div class="column is-11 is-11-mobile padding-none has-content-margin-right-xs"> <a class="unit-title display-block font-size-md has-line-height-reset" href="copilot-outlook" data-linktype="relative-path">Use Copilot for Service in Outlook</a> <span class="unit-duration font-size-xs margin-top-xxs has-text-subtle">min</span> </div> <div class="column is-1 is-1-mobile padding-none"> <span class="has-text-success docon docon-check is-shown-complete"></span> <span class="docon docon-chevron-right-light font-size-h5 is-hidden-tablet is-hidden-complete"></span> </div> </div> </li> <li class="module-unit font-size-md position-relative padding-block-xs padding-block-xxs-tablet border-top border-top-none-tablet completable is-unstyled" data-unit-uid="learn-dynamics.get-started-copilot-for-service.copilot-teams" data-progress-uid="learn-dynamics.get-started-copilot-for-service.copilot-teams"> <div class="barLink is-unit-list-item margin-none has-content-margin-left-sm has-content-margin-left-none-tablet columns"> <div class="column is-11 is-11-mobile padding-none has-content-margin-right-xs"> <a class="unit-title display-block font-size-md has-line-height-reset" href="copilot-teams" data-linktype="relative-path">Use Copilot for Service in Teams</a> <span class="unit-duration font-size-xs margin-top-xxs has-text-subtle">min</span> </div> <div class="column is-1 is-1-mobile padding-none"> <span class="has-text-success docon docon-check is-shown-complete"></span> <span class="docon docon-chevron-right-light font-size-h5 is-hidden-tablet is-hidden-complete"></span> </div> </div> </li> <li class="module-unit font-size-md position-relative padding-block-xs padding-block-xxs-tablet border-top border-top-none-tablet completable is-unstyled" data-unit-uid="learn-dynamics.get-started-copilot-for-service.agent-facing-pilots" data-progress-uid="learn-dynamics.get-started-copilot-for-service.agent-facing-pilots"> <div class="barLink is-unit-list-item margin-none has-content-margin-left-sm has-content-margin-left-none-tablet columns"> <div class="column is-11 is-11-mobile padding-none has-content-margin-right-xs"> <a class="unit-title display-block font-size-md has-line-height-reset" href="agent-facing-pilots" data-linktype="relative-path">Deploy Copilot for Service in CRMs</a> <span class="unit-duration font-size-xs margin-top-xxs has-text-subtle">min</span> </div> <div class="column is-1 is-1-mobile padding-none"> <span class="has-text-success docon docon-check is-shown-complete"></span> <span class="docon docon-chevron-right-light font-size-h5 is-hidden-tablet is-hidden-complete"></span> </div> </div> </li> <li class="module-unit font-size-md position-relative padding-block-xs padding-block-xxs-tablet border-top border-top-none-tablet completable is-unstyled" data-unit-uid="learn-dynamics.get-started-copilot-for-service.create-microsoft-copilot" data-progress-uid="learn-dynamics.get-started-copilot-for-service.create-microsoft-copilot"> <div class="barLink is-unit-list-item margin-none has-content-margin-left-sm has-content-margin-left-none-tablet columns"> <div class="column is-11 is-11-mobile padding-none has-content-margin-right-xs"> <a class="unit-title display-block font-size-md has-line-height-reset" href="create-microsoft-copilot" data-linktype="relative-path">Create and test a copilot</a> <span class="unit-duration font-size-xs margin-top-xxs has-text-subtle">min</span> </div> <div class="column is-1 is-1-mobile padding-none"> <span class="has-text-success docon docon-check is-shown-complete"></span> <span class="docon docon-chevron-right-light font-size-h5 is-hidden-tablet is-hidden-complete"></span> </div> </div> </li> <li class="module-unit font-size-md position-relative padding-block-xs padding-block-xxs-tablet border-top border-top-none-tablet completable is-unstyled" data-unit-uid="learn-dynamics.get-started-copilot-for-service.integrate-copilot-for-service-salesforce" data-progress-uid="learn-dynamics.get-started-copilot-for-service.integrate-copilot-for-service-salesforce"> <div class="barLink is-unit-list-item margin-none has-content-margin-left-sm has-content-margin-left-none-tablet columns"> <div class="column is-11 is-11-mobile padding-none has-content-margin-right-xs"> <a class="unit-title display-block font-size-md has-line-height-reset" href="integrate-copilot-for-service-salesforce" data-linktype="relative-path">Integrate Copilot for Service in Salesforce</a> <span class="unit-duration font-size-xs margin-top-xxs has-text-subtle">min</span> </div> <div class="column is-1 is-1-mobile padding-none"> <span class="has-text-success docon docon-check is-shown-complete"></span> <span class="docon docon-chevron-right-light font-size-h5 is-hidden-tablet is-hidden-complete"></span> </div> </div> </li> <li class="module-unit font-size-md position-relative padding-block-xs padding-block-xxs-tablet border-top border-top-none-tablet completable is-unstyled" data-unit-uid="learn-dynamics.get-started-copilot-for-service.community-support" data-progress-uid="learn-dynamics.get-started-copilot-for-service.community-support"> <div class="barLink is-unit-list-item margin-none has-content-margin-left-sm has-content-margin-left-none-tablet columns"> <div class="column is-11 is-11-mobile padding-none has-content-margin-right-xs"> <a class="unit-title display-block font-size-md has-line-height-reset" href="community-support" data-linktype="relative-path">Community support with Copilot for Service</a> <span class="unit-duration font-size-xs margin-top-xxs has-text-subtle">min</span> </div> <div class="column is-1 is-1-mobile padding-none"> <span class="has-text-success docon docon-check is-shown-complete"></span> <span class="docon docon-chevron-right-light font-size-h5 is-hidden-tablet is-hidden-complete"></span> </div> </div> </li> <li class="module-unit font-size-md position-relative padding-block-xs padding-block-xxs-tablet border-top border-top-none-tablet completable is-unstyled" data-unit-uid="learn-dynamics.get-started-copilot-for-service.check" data-progress-uid="learn-dynamics.get-started-copilot-for-service.check"> <div class="barLink is-unit-list-item margin-none has-content-margin-left-sm has-content-margin-left-none-tablet columns"> <div class="column is-11 is-11-mobile padding-none has-content-margin-right-xs"> <a class="unit-title display-block font-size-md has-line-height-reset" href="check" data-linktype="relative-path">Check your knowledge</a> <span class="unit-duration font-size-xs margin-top-xxs has-text-subtle">min</span> </div> <div class="column is-1 is-1-mobile padding-none"> <span class="has-text-success docon docon-check is-shown-complete"></span> <span class="docon docon-chevron-right-light font-size-h5 is-hidden-tablet is-hidden-complete"></span> </div> </div> </li> <li class="module-unit font-size-md position-relative padding-block-xs padding-block-xxs-tablet border-top border-top-none-tablet completable is-unstyled" data-unit-uid="learn-dynamics.get-started-copilot-for-service.summary" data-progress-uid="learn-dynamics.get-started-copilot-for-service.summary"> <div class="barLink is-unit-list-item margin-none has-content-margin-left-sm has-content-margin-left-none-tablet columns"> <div class="column is-11 is-11-mobile padding-none has-content-margin-right-xs"> <a class="unit-title display-block font-size-md has-line-height-reset" href="summary" data-linktype="relative-path">Summary</a> <span class="unit-duration font-size-xs margin-top-xxs has-text-subtle">min</span> </div> <div class="column is-1 is-1-mobile padding-none"> <span class="has-text-success docon docon-check is-shown-complete"></span> <span class="docon docon-chevron-right-light font-size-h5 is-hidden-tablet is-hidden-complete"></span> </div> </div> </li> </ul> <div id="ms--inline-notifications" class="margin-block-xs" data-bi-name="inline-notification"></div> </div> </div> </div> </div> </div> </div> </div><div id="assertive-live-region" role="alert" aria-live="assertive" class="visually-hidden" aria-relevant="additions" aria-atomic="true"></div> <div id="polite-live-region" role="status" aria-live="polite" class="visually-hidden" aria-relevant="additions" aria-atomic="true"></div>  </main>  <div class="border-top is-visible-interactive has-default-focus margin-top-sm margin-top-none"><footer id="footer-interactive" data-bi-name="footer" class="footer-layout"><div class="display-flex gap-xs flex-wrap-wrap is-full-height padding-right-lg-desktop"><a data-mscc-ic="false" class="locale-selector-link button button-sm button-clear flex-shrink-0" href="#" data-bi-name="select-locale"> <span class="icon" aria-hidden="true"> <span class="docon docon-world"></span> </span> <span class="local-selector-link-text"></span></a><div class="ccpa-privacy-link" data-ccpa-privacy-link hidden> <a href="https://aka.ms/yourcaliforniaprivacychoices" class="button button-sm button-clear flex-shrink-0" data-mscc-ic="false" data-bi-name="your-privacy-choices" > <svg role="img" aria-label="California Consumer Privacy Act (CCPA) Opt-Out Icon" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 30 14" xml:space="preserve" height="16" width="43" focusable="false" > <title>California Consumer Privacy Act (CCPA) Opt-Out Icon</title> <path d="M7.4 12.8h6.8l3.1-11.6H7.4C4.2 1.2 1.6 3.8 1.6 7s2.6 5.8 5.8 5.8z" style="fill-rule:evenodd;clip-rule:evenodd;fill:#fff"></path> <path d="M22.6 0H7.4c-3.9 0-7 3.1-7 7s3.1 7 7 7h15.2c3.9 0 7-3.1 7-7s-3.2-7-7-7zm-21 7c0-3.2 2.6-5.8 5.8-5.8h9.9l-3.1 11.6H7.4c-3.2 0-5.8-2.6-5.8-5.8z" style="fill-rule:evenodd;clip-rule:evenodd;fill:#06f"></path> <path d="M24.6 4c.2.2.2.6 0 .8L22.5 7l2.2 2.2c.2.2.2.6 0 .8-.2.2-.6.2-.8 0l-2.2-2.2-2.2 2.2c-.2.2-.6.2-.8 0-.2-.2-.2-.6 0-.8L20.8 7l-2.2-2.2c-.2-.2-.2-.6 0-.8.2-.2.6-.2.8 0l2.2 2.2L23.8 4c.2-.2.6-.2.8 0z" style="fill:#fff"></path> <path d="M12.7 4.1c.2.2.3.6.1.8L8.6 9.8c-.1.1-.2.2-.3.2-.2.1-.5.1-.7-.1L5.4 7.7c-.2-.2-.2-.6 0-.8.2-.2.6-.2.8 0L8 8.6l3.8-4.5c.2-.2.6-.2.9 0z" style="fill:#06f"></path> </svg> <span>Your Privacy Choices</span> </a> </div> <div class="flex-shrink-0"> <div class="dropdown has-caret-up"> <button class="dropdown-trigger button button-clear button-sm has-inner-focus theme-dropdown-trigger" aria-controls="theme-menu-interactive" aria-expanded="false" title="Theme" data-bi-name="theme"> <span class="icon"> <span class="docon docon-sun" aria-hidden="true"></span> </span> <span>Theme</span> <span class="icon expanded-indicator" aria-hidden="true"> <span class="docon docon-chevron-down-light"></span> </span> </button> <div class="dropdown-menu" id="theme-menu-interactive" role="menu"> <ul class="theme-selector padding-xxs" role="none"> <li class="theme display-block" role="menuitem"> <button class="button button-clear button-sm theme-control button-block justify-content-flex-start" data-theme-to="light"> <span class="theme-light margin-right-xxs"> <span class="theme-selector-icon border display-inline-block has-body-background" aria-hidden="true"> <svg class="svg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 22 14"> <rect width="22" height="14" class="has-fill-body-background" /> <rect x="5" y="5" width="12" height="4" class="has-fill-secondary" /> <rect x="5" y="2" width="2" height="1" class="has-fill-secondary" /> <rect x="8" y="2" width="2" height="1" class="has-fill-secondary" /> <rect x="11" y="2" width="3" height="1" class="has-fill-secondary" /> <rect x="1" y="1" width="2" height="2" class="has-fill-secondary" /> <rect x="5" y="10" width="7" height="2" rx="0.3" class="has-fill-primary" /> <rect x="19" y="1" width="2" height="2" rx="1" class="has-fill-secondary" /> </svg> </span> </span> <span>Light</span> </button> </li> <li class="theme display-block" role="menuitem"> <button class="button button-clear button-sm theme-control button-block justify-content-flex-start" data-theme-to="dark"> <span class="theme-dark margin-right-xxs"> <span class="border theme-selector-icon display-inline-block has-body-background" aria-hidden="true"> <svg class="svg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 22 14"> <rect width="22" height="14" class="has-fill-body-background" /> <rect x="5" y="5" width="12" height="4" class="has-fill-secondary" /> <rect x="5" y="2" width="2" height="1" class="has-fill-secondary" /> <rect x="8" y="2" width="2" height="1" class="has-fill-secondary" /> <rect x="11" y="2" width="3" height="1" class="has-fill-secondary" /> <rect x="1" y="1" width="2" height="2" class="has-fill-secondary" /> <rect x="5" y="10" width="7" height="2" rx="0.3" class="has-fill-primary" /> <rect x="19" y="1" width="2" height="2" rx="1" class="has-fill-secondary" /> </svg> </span> </span> <span>Dark</span> </button> </li> <li class="theme display-block" role="menuitem"> <button class="button button-clear button-sm theme-control button-block justify-content-flex-start" data-theme-to="high-contrast"> <span class="theme-high-contrast margin-right-xxs"> <span class="border theme-selector-icon display-inline-block has-body-background" aria-hidden="true"> <svg class="svg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 22 14"> <rect width="22" height="14" class="has-fill-body-background" /> <rect x="5" y="5" width="12" height="4" class="has-fill-secondary" /> <rect x="5" y="2" width="2" height="1" class="has-fill-secondary" /> <rect x="8" y="2" width="2" height="1" class="has-fill-secondary" /> <rect x="11" y="2" width="3" height="1" class="has-fill-secondary" /> <rect x="1" y="1" width="2" height="2" class="has-fill-secondary" /> <rect x="5" y="10" width="7" height="2" rx="0.3" class="has-fill-primary" /> <rect x="19" y="1" width="2" height="2" rx="1" class="has-fill-secondary" /> </svg> </span> </span> <span>High contrast</span> </button> </li> </ul> </div> </div> </div> </div> <ul class="links" data-bi-name="footerlinks"> <li class="manage-cookies-holder" hidden></li><li><a class="external-link-indicator" data-mscc-ic="false" href="/en-us/previous-versions/" data-bi-name="archivelink">Previous Versions</a></li> <li><a class="external-link-indicator" data-mscc-ic="false" href="https://techcommunity.microsoft.com/t5/microsoft-learn-blog/bg-p/MicrosoftLearnBlog" data-bi-name="bloglink">Blog</a></li> <li><a class="external-link-indicator" data-mscc-ic="false" href="/en-us/contribute/" data-bi-name="contributorGuide">Contribute</a></li><li><a class="external-link-indicator" data-mscc-ic="false" href="https://go.microsoft.com/fwlink/?LinkId=521839" data-bi-name="privacy">Privacy</a></li><li><a class="external-link-indicator" data-mscc-ic="false" href="/en-us/legal/termsofuse" data-bi-name="termsofuse">Terms of Use</a></li><li><a class="external-link-indicator" data-mscc-ic="false" href="https://www.microsoft.com/legal/intellectualproperty/Trademarks/" data-bi-name="trademarks">Trademarks</a></li><li>© Microsoft 2024</li> </ul> </footer></div><div class="is-mobile is-fixed-bottom is-hidden-tablet"> <a id="start-unit-mobile" class="button button-block button-primary button-filled button-large is-radiusless margin-none" data-bi-name="start" data-test-id="start-unit-button"> <span>Start</span> <span class="icon docon docon-chevron-right-light" aria-hidden="true"></span> </a> </div></div></div>  </section>   <aside id="interactive-container" class="interactive-container is-visible-interactive column has-body-background-dark "> </aside>  </div> </div>  <section class="border-top has-default-focus is-hidden-interactive margin-top-sm margin-top-none"><footer id="footer" data-bi-name="footer" class="footer-layout uhf-container has-padding" role="contentinfo"><div class="display-flex gap-xs flex-wrap-wrap is-full-height padding-right-lg-desktop"><a data-mscc-ic="false" class="locale-selector-link button button-sm button-clear flex-shrink-0" href="#" data-bi-name="select-locale"> <span class="icon" aria-hidden="true"> <span class="docon docon-world"></span> </span> <span class="local-selector-link-text"></span></a><div class="ccpa-privacy-link" data-ccpa-privacy-link hidden> <a href="https://aka.ms/yourcaliforniaprivacychoices" class="button button-sm button-clear flex-shrink-0" data-mscc-ic="false" data-bi-name="your-privacy-choices" > <svg role="img" aria-label="California Consumer Privacy Act (CCPA) Opt-Out Icon" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 30 14" xml:space="preserve" height="16" width="43" focusable="false" > <title>California Consumer Privacy Act (CCPA) Opt-Out Icon</title> <path d="M7.4 12.8h6.8l3.1-11.6H7.4C4.2 1.2 1.6 3.8 1.6 7s2.6 5.8 5.8 5.8z" style="fill-rule:evenodd;clip-rule:evenodd;fill:#fff"></path> <path d="M22.6 0H7.4c-3.9 0-7 3.1-7 7s3.1 7 7 7h15.2c3.9 0 7-3.1 7-7s-3.2-7-7-7zm-21 7c0-3.2 2.6-5.8 5.8-5.8h9.9l-3.1 11.6H7.4c-3.2 0-5.8-2.6-5.8-5.8z" style="fill-rule:evenodd;clip-rule:evenodd;fill:#06f"></path> <path d="M24.6 4c.2.2.2.6 0 .8L22.5 7l2.2 2.2c.2.2.2.6 0 .8-.2.2-.6.2-.8 0l-2.2-2.2-2.2 2.2c-.2.2-.6.2-.8 0-.2-.2-.2-.6 0-.8L20.8 7l-2.2-2.2c-.2-.2-.2-.6 0-.8.2-.2.6-.2.8 0l2.2 2.2L23.8 4c.2-.2.6-.2.8 0z" style="fill:#fff"></path> <path d="M12.7 4.1c.2.2.3.6.1.8L8.6 9.8c-.1.1-.2.2-.3.2-.2.1-.5.1-.7-.1L5.4 7.7c-.2-.2-.2-.6 0-.8.2-.2.6-.2.8 0L8 8.6l3.8-4.5c.2-.2.6-.2.9 0z" style="fill:#06f"></path> </svg> <span>Your Privacy Choices</span> </a> </div> <div class="flex-shrink-0"> <div class="dropdown has-caret-up"> <button class="dropdown-trigger button button-clear button-sm has-inner-focus theme-dropdown-trigger" aria-controls="theme-menu" aria-expanded="false" title="Theme" data-bi-name="theme"> <span class="icon"> <span class="docon docon-sun" aria-hidden="true"></span> </span> <span>Theme</span> <span class="icon expanded-indicator" aria-hidden="true"> <span class="docon docon-chevron-down-light"></span> </span> </button> <div class="dropdown-menu" id="theme-menu" role="menu"> <ul class="theme-selector padding-xxs" role="none"> <li class="theme display-block" role="menuitem"> <button class="button button-clear button-sm theme-control button-block justify-content-flex-start" data-theme-to="light"> <span class="theme-light margin-right-xxs"> <span class="theme-selector-icon border display-inline-block has-body-background" aria-hidden="true"> <svg class="svg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 22 14"> <rect width="22" height="14" class="has-fill-body-background" /> <rect x="5" y="5" width="12" height="4" class="has-fill-secondary" /> <rect x="5" y="2" width="2" height="1" class="has-fill-secondary" /> <rect x="8" y="2" width="2" height="1" class="has-fill-secondary" /> <rect x="11" y="2" width="3" height="1" class="has-fill-secondary" /> <rect x="1" y="1" width="2" height="2" class="has-fill-secondary" /> <rect x="5" y="10" width="7" height="2" rx="0.3" class="has-fill-primary" /> <rect x="19" y="1" width="2" height="2" rx="1" class="has-fill-secondary" /> </svg> </span> </span> <span>Light</span> </button> </li> <li class="theme display-block" role="menuitem"> <button class="button button-clear button-sm theme-control button-block justify-content-flex-start" data-theme-to="dark"> <span class="theme-dark margin-right-xxs"> <span class="border theme-selector-icon display-inline-block has-body-background" aria-hidden="true"> <svg class="svg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 22 14"> <rect width="22" height="14" class="has-fill-body-background" /> <rect x="5" y="5" width="12" height="4" class="has-fill-secondary" /> <rect x="5" y="2" width="2" height="1" class="has-fill-secondary" /> <rect x="8" y="2" width="2" height="1" class="has-fill-secondary" /> <rect x="11" y="2" width="3" height="1" class="has-fill-secondary" /> <rect x="1" y="1" width="2" height="2" class="has-fill-secondary" /> <rect x="5" y="10" width="7" height="2" rx="0.3" class="has-fill-primary" /> <rect x="19" y="1" width="2" height="2" rx="1" class="has-fill-secondary" /> </svg> </span> </span> <span>Dark</span> </button> </li> <li class="theme display-block" role="menuitem"> <button class="button button-clear button-sm theme-control button-block justify-content-flex-start" data-theme-to="high-contrast"> <span class="theme-high-contrast margin-right-xxs"> <span class="border theme-selector-icon display-inline-block has-body-background" aria-hidden="true"> <svg class="svg" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 22 14"> <rect width="22" height="14" class="has-fill-body-background" /> <rect x="5" y="5" width="12" height="4" class="has-fill-secondary" /> <rect x="5" y="2" width="2" height="1" class="has-fill-secondary" /> <rect x="8" y="2" width="2" height="1" class="has-fill-secondary" /> <rect x="11" y="2" width="3" height="1" class="has-fill-secondary" /> <rect x="1" y="1" width="2" height="2" class="has-fill-secondary" /> <rect x="5" y="10" width="7" height="2" rx="0.3" class="has-fill-primary" /> <rect x="19" y="1" width="2" height="2" rx="1" class="has-fill-secondary" /> </svg> </span> </span> <span>High contrast</span> </button> </li> </ul> </div> </div> </div> </div> <ul class="links" data-bi-name="footerlinks"> <li class="manage-cookies-holder" hidden></li><li><a class="external-link-indicator" data-mscc-ic="false" href="/en-us/previous-versions/" data-bi-name="archivelink">Previous Versions</a></li> <li><a class="external-link-indicator" data-mscc-ic="false" href="https://techcommunity.microsoft.com/t5/microsoft-learn-blog/bg-p/MicrosoftLearnBlog" data-bi-name="bloglink">Blog</a></li> <li><a class="external-link-indicator" data-mscc-ic="false" href="/en-us/contribute/" data-bi-name="contributorGuide">Contribute</a></li><li><a class="external-link-indicator" data-mscc-ic="false" href="https://go.microsoft.com/fwlink/?LinkId=521839" data-bi-name="privacy">Privacy</a></li><li><a class="external-link-indicator" data-mscc-ic="false" href="/en-us/legal/termsofuse" data-bi-name="termsofuse">Terms of Use</a></li><li><a class="external-link-indicator" data-mscc-ic="false" href="https://www.microsoft.com/legal/intellectualproperty/Trademarks/" data-bi-name="trademarks">Trademarks</a></li><li>© Microsoft 2024</li> </ul> </footer> </section> <div id="action-panel" role="region" aria-label="Action Panel" class="action-panel has-default-focus" tabindex="-1"></div> </body> </html>

CINXE.COM

Get started with Microsoft 365 Copilot for Service - Training | Microsoft Learn