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Dynamics 365 Sales with Copilot Deepdive

By November 29, 2023No Comments

In the ever-evolving landscape of Microsoft’s offerings, the Dynamics 365 Sales with Copilot feature has emerged as a game-changer, seamlessly integrating AI-powered productivity tools into our familiar Dynamics 365 Sales environment. This blog post explores the transformative capabilities of Copilot, providing personalized recommendations, guidance, and assistance through natural language processing and machine learning.

How To Set Up Dynamics 365 Sales with Copilot

Installation Process

To harness the power of Copilot, start by installing it from AppSource. Log in to AppSource using your Dynamics 365 credentials, navigate to the Dynamics 365 Sales Copilot page, and initiate the installation process. While currently a straightforward process, it’s worth noting that soon, enabling Copilot Sales directly within Dynamics 365 Sales will be a reality.

Enabling Copilot

Once installed, enabling Copilot is a breeze. Navigate to the Sales Hub, access the app editor, click on ‘settings,’ and choose ‘Upcoming.’ Here, toggle ‘Copilot Email Assist’ and ‘Sales Copilot Chat’ to ‘Yes,’ ensuring you publish the changes for immediate effect. Additionally, make sure auditing settings in Dynamics 365 Sales are configured appropriately for seamless functionality.

A Dynamics 365 Sales with Copilot Overview

Copilot for Dynamics 365 Sales introduces two key functionalities in its preview phase: suggested email replies and chat capabilities. The chat feature, primarily focused on opportunities, provides quick overviews, opportunity catch-up summaries, and contextual news using Bing to keep users informed. Admins will soon have the ability to configure which columns contribute to opportunity summaries.

Upon enabling Copilot, users can seamlessly access it by clicking the Copilot icon. Three introductory screens guide users, and once initiated, Copilot offers a variety of functionalities. Whether summarizing opportunities, providing the latest news, or aiding in meeting preparation, Copilot enhances the end-user experience by delivering valuable insights at the user’s fingertips.

Dynamics 365 Sales with Copilot

Copilot further streamlines meeting preparation by extracting pertinent information from emails and meeting notes. Users receive reminders and can access a summarized list of upcoming meetings, ensuring they are well-prepared. Additionally, Copilot assists in composing email drafts, offering suggested content that users can customize before sending.

As Copilot continues to evolve, it promises a future where AI seamlessly enhances productivity and user experience. This article has provided a glimpse into the current functionalities and installation process, paving the way for a more efficient and informed approach to sales within the Dynamics 365 ecosystem. Stay tuned for future updates and subscribe to ensure you never miss a post

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