When we enable the Copilot features, agents can do the following actions in the Copilot in Dynamics 365 CRM Sales:

  • Stay on top of your lead with AI-generated Lead Summaries and suggested Enrichments
  • Gear up for your meetings using AI-generated preparation notes
  • Stay on top of your deals with AI-generated opportunity summaries
  • Follow-up and creation of draft emails using generative AI
  • Stay updated with contextual news within the copilot chat

Copilot in Dynamics 365 CRM Sales - Microsoft Business Application Live Show Ep....
Mar 11 2024

CSharp TV

In this episode of Microsoft Business Application Live Show, you will learn about Copilot in Dynamics 365 CRM Sales.