Copilot in Dynamics 365 Sales
In this we can discuss overview of the copilot in dynamics 365 sales.
Copilot is a Dynamics 365 Sales AI assistant that makes sales teams’ daily tasks more effective and productive. Sellers can use its chat interface to read the most recent account news, prepare for meetings, catch up on recent changes to their records, and quickly review their opportunity and lead records.
Features available in Copilot:
- Summary of records
- Recent Changes
- Information Assistance
- Preparing for a meeting
- Assistance through email
- Updates on the news
Summary of records :
Using Record Summarization we can quickly review our opportunity, lead, or account etc.. records. Copilot uses pre-defined fields to create the summary. The fields that Copilot uses to produce the summary can be altered by administrator.
Recent Changes :
Copilot retrieves any modifications made to any of our lead, opportunity, and account data to assist you in keeping track of your sales records. Using the audit history of the records, Copilot creates a list of recent modifications.
Information Assistance :
We can access information quickly with Copilot. To locate the information that we require, we don’t need to navigate across apps. Copilot can get documents regarding items and sales-related queries from SharePoint-stored documents.
Preparing for a meeting :
Copilot helps us to prepare for your upcoming meetings by summarizing essential information from the opportunity or lead records that are related with the meeting.
Assistance through email :
Copilot can assist us in creating emails that seem professional, compiling email exchanges to include in your customer notes, and reminding you to follow up on emails you haven’t responded to.
Updates on the news :
We can stay up to date on the latest account news with the help of Copilot. News updates are not only great conversation starters, but they may also provide us with valuable information about how our clients’ companies operate. Copilot gives you a list of articles that highlight or discuss the account, chosen by Bing, when you ask it for the most recent account-related news. Make sure to thoroughly examine the news articles and confirm that they are, in fact, about the customer and originate from a trustworthy source, just like you would with any AI-generated content.
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