Loading...

Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes

Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes

We are all familiar with the Sales Copilot and its time-saving features. In the previous blog, we have seen how copilot helps to boost sales efficiency in Microsoft Dynamics 365 CRM. In addition to it, users can now customize Copilot to generate a summary and recent changes list based on the columns that matter the… Read More »

The post Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

Published on:

Learn more
	Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting
Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting

Share post:

Related posts

{How to} Get real time tips and suggested answers during Teams meetings on Dynamics 365 Sales

Hello Everyone,Today I am going to share my thoughts on the real time tips and suggested answers during Teams meetings on Dynamics 365 Sales.L...

29 days ago

Leveraging Copilot in Dynamics 365 Sales to prepare for sales meeting

In today’s rapidly evolving sales environment, staying ahead of the curve is more crucial than ever. The post Leveraging Copilot in Dynamics ...

1 month ago

{How to} Allow sellers to track performance with out of box forecasting in Dynamics 365 Sales

If you're looking to improve your sales performance using Dynamics 365 Sales, this tutorial is the right resource for you. By using the out-of...

1 month ago

Elevating email efficiency using Copilot in Dynamics 365 Sales and the rich text editor 

In today's digital age, effective communication is key to build and maintain strong business relationships and accelerate sales success. As su...

1 month ago

Transform seller effectiveness with Dynamics 365 Sales Copilot

If you want to boost your sales team's productivity, Dynamics 365 Sales Copilot might just be the solution you're looking for. With natural-la...

1 month ago

How to streamline sales and marketing with Copilot

In this video, you'll learn how Copilot can streamline sales and marketing processes to improve the customer experience. Lori Lamkin, Corporat...

1 month ago

Improve Marketing and Sales Collaboration | Connect Mailchimp with Dynamics 365 CRM webinar

If you're looking to improve marketing and sales collaboration, syncing Mailchimp data with Dynamics 365 CRM is a crucial step. Doing so will ...

1 month ago

Reset Auto Number Seed in Dynamics 365 Sales | Power Automate and Plugin Solution

If you're struggling to reset the Auto Number field seed in Dynamics 365 Sales, this blog post is for you. It provides guidance on how to rese...

1 month ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy