D365 Sales Copilot

Table of Contents

Copilot in Sales Overview

Copilot is an AI assistant in Dynamics 365 Sales that helps sales teams be more productive and efficient in their daily work. It has a chat interface that sellers can use to get a quick summary of their opportunity and lead records, catch up on recent changes to their records, prepare for meetings, and read the latest news about their accounts.


Record Summarization

Recent Changes

Meeting Preparation

Email Assistance

News Updates

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