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.