How Sales Copilot Works & How To Set It Up

Close sales deals quickly and efficiently with the new generative AI powered Sales Copilot. It provides an intelligent natural language interface to all of your sales data, in CRM systems like Salesforce or Dynamics 365, and connected external data sources. See how Sales Copilot generates insights and content in the flow of work with skills that help you with everyday tasks in Microsoft 365 or embedded within your Dynamics 365 Sales experience.

Eric Boocock, Principal Program Manager for Dynamics 365 Sales, shares how Sales Copilot works safely with your data and the key admin steps to set it up.

► QUICK LINKS:

00:00 - Generative AI-powered Sales Copilot

00:50 - Sales Copilot with Salesforce and Microsoft 365

01:42 - Sales Copilot in Teams and Outlook

03:01 - Additional capabilities within Dynamics 365 Sales

03:39 - Data security

04:41 - Retrieval Augmented Generation 

06:11 - How to set it up

07:42 - Bring external data from non-CRM apps

08:13 - Wrap up

► Link References

For more information, check out https://aka.ms/SalesCopilotDocs

Stay updated on monthly releases at https://aka.ms/SalesCopilotUpdates

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