Copilot in Sales overview
Copilot in Sales helps sellers get up to speed on opportunities, leads, and account activity without manually piecing together every detail. It brings useful context into the flow of sales work—from preparing for a meeting to catching up on recent changes.
This demo shows the core experiences and where they can help a sales team spend less time searching for context.
What you’ll see in this demo
- Opportunity and lead record summaries
- Recent changes across sales records
- Meeting preparation support
- Email assistance
- Relevant account news and updates
When this is useful
This is most useful when sellers need to quickly understand an account or opportunity before a customer conversation, handoff, or follow-up. It is a practical example of using Copilot to reduce the time spent gathering context across day-to-day sales work.
For more Dynamics 365 walkthroughs and practical demos, visit the D365 Videos YouTube channel.