Loading...

How to Use Copilot Custom Prompts and AI Builder in Dynamics 365 Sales

How to Use Copilot Custom Prompts and AI Builder in Dynamics 365 Sales

This blog builds on our previous article, How to Configure and Use the Prompt Column in Dataverse, which you can read here. While that post focused on the setup and core concepts of the Prompt column, this article delves into how you can boost sales efficiency using Copilot custom prompts and AI Builder inputs. Sales… Read More »

The post How to Use Copilot Custom Prompts and AI Builder in Dynamics 365 Sales 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

Upcoming AI Builder Licensing Changes

From November 1st, 2025, Microsoft will introduce significant changes for AI Builder credits, used by AI Builder for automated data intelligen...

4 days ago

Understanding the Roles of Salesperson, Sales Team, and Sales Manager in Dynamics 365 Sales

In Dynamics 365 Sales, the concepts of Salesperson, Sales Team, and Sales Manager are essential parts of the sales hierarchy and security mode...

4 days ago

Dynamics 365 Sales – Connect AI agents to sales workflows using Model Context Protocol server – updated date

We are announcing the ability to connect Dynamics 365 Sales to your agents and assistants with the new Model Context Protocol server. This fea...

11 days ago

Functional Analysis of Product Families and Bundles in Dynamics 365 Sales

In Dynamics 365 Sales, Product Families and Product Bundles serve distinct but complementary roles in managing and selling products efficientl...

16 days ago

Dynamics 365 Sales – Reduce competitive risk with tailored insights and talking points from Sales Qualification Agent

We are announcing the ability to proactively mitigate competitive risks with tailored competitor insights and talking points from the Sales Qu...

19 days ago

Dynamics 365 Sales – Improve research relevance by adding custom web sources for the agent

We are announcing the ability to improve research relevance by adding custom web sources for agents in Dynamics 365 Sales. This feature will r...

19 days ago

Dynamics 365 Sales – Streamline data entry with smart paste

We are announcing the ability to streamline data entry with smart paste in Dynamics 365 Sales. This feature will reach general availability on...

19 days ago

Dynamics 365 Sales – Boost pipeline by autonomously researching leads with Sales Qualification Agent

We are announcing the general availability of Sales Qualification Agent in Dynamics 365 Sales, which autonomously researches and engages leads...

25 days ago

Dynamics 365 Sales – Find, filter, and sort using natural language with smart grid

We are announcing the find, filter, and sort using natural language with smart grid feature for Dynamics 365 Sales. With this feature users ca...

27 days ago

Automate Multilingual Email Acknowledgments in Dynamics 365 with AI Builder Language Detection

Tired of manually responding to emails in different languages? If you’re using Dynamics 365 and your team receives customer emails in multiple...

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