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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

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February 16, 2024 No Comments
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Update CRM Theme

The first thing we’ll want to do as we move-in to our new CRM is to decorate a little bit. You can follow this Microsoft documentation to setup a theme within CRM. I found this cool tool online to help you visualize and create your theme. I took the out of box theme:   to my fancy new green machine theme: This is what my theme record looked like: To upload your logo, add it

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February 16, 2024 No Comments
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Let’s use Copilot to generate some ideas

So the purpose of this website is to showcase how Dynamics 365 (D365) business applications can quickly help organizations digitally transform. Let’s use Copilot to come up with a name for a company that provides products and services around fences. Let’s go with FenceChad: a company that specializes in fence products and accessories, such as posts, rails, gates, hardware, and tools. Now let’s use Copilot come up with a logo. I used Microsoft Designer to help

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February 16, 2024 No Comments

Hello world!

This website is for those evaluating or looking to explore how Microsoft Dynamics 365 Customer Engagement and the Power Platform can help your organization or yourself be more productive. Check out my posts and videos to learn more and drop a comment of what I can improve on or what type of content you’d like to see.

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January 6, 2023 No Comments

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