Configure Sales Copilot for D365 Sales (preview)

Configure Sales Copilot for D365 Sales (preview)

If you're a Dynamics 365 user looking to streamline your sales process, Sales Copilot is a powerful tool that can help you achieve your goals. In this post, we'll take a closer look at how you can configure Sales Copilot to get the most out of this preview version, including some of the updates and enhancements that have been made since its initial release.

If you're new to Sales Copilot or need a refresher, we recommend checking out the previous article linked in this post which explains the basic steps to enable and install Sales Copilot within Dynamics 365. Once you have Sales Copilot up and running, you can start configuring it based on your specific business needs and preferences.

One of the primary updates with Sales Copilot includes Viva, which streamlines the process of tracking and managing sales activities. With Viva, you get a convenient dashboard that gives you a clear view of your sales pipeline, including your top deals, tasks, and other important metrics that help you stay on top of your sales efforts.

Overall, Sales Copilot is an incredibly useful tool for anyone looking to optimize their sales process. By following the steps outlined in this post and exploring its many features and updates, you can stay ahead of the competition and boost your sales success.

Read more about how to configure Sales Copilot in Dynamics 365 Sales by clicking on the link provided in this post.

Published on:

Learn more
Dynamics 365 Talk – D365 "Taylored" to you!
Dynamics 365 Talk – D365 "Taylored" to you!

Share post:

Related posts

Get document recommendations from SharePoint (preview) from Copilot for Sales

A highly anticipated feature is now available for preview in Dynamics 365 Sales. The feature enables sellers to get access to product-related ...

3 months ago

Improve Your Sales Process with Dynamics 365 Sales AI

Are you looking to boost your sales revenue and streamline your sales process? Dynamics 365 Sales AI may be just the solution you need to take...

1 year ago

2023 Release Wave 1: D365 Sales Release Notes | Part 2

The 2023 Release Wave 1 has introduced a plethora of new features and updates for Microsoft Dynamics 365 Sales. In this series, the author del...

1 year ago

Dynamics 365 Sales: Product Forecasting – Part 2

In part 2 of this series on product forecasting with Dynamics 365 Sales, the author continues their discussion on the topic, building upon the...

1 year ago

Dynamics 365 Sales: Product Forecasting – Part 1

In this post, you'll gain insight into the forecasting feature that comes with Dynamics 365 Sales. The product is like an org chart and presen...

1 year ago

Enhanced Trend and Flow Chart in Sales Forecasting within Dynamics 365 CRM

Sales forecasting is a crucial aspect of any business, and having efficient sales processes enables smooth operations and successful outcomes....

1 year ago

Exploring sales usage reporting feature in Dynamics 365 CE sales analytics

Microsoft is constantly improving the reporting capabilities within Dynamics 365, and one of the latest features is the sales usage reporting ...

2 years ago

Accelerate your Sales with Dynamics 365 - 2021 Wave-2

If you're planning to use Dynamics 365 to boost your sales, this post is your comprehensive guide to what's new and updated in the 2021 Wave-2...

2 years ago

Exploring additional filtering capabilities in Sales Forecasting

If you're a seller or manager looking to track sales performance, Dynamics 365's sales forecasting feature is an invaluable tool. In the 2022 ...

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