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{How to} Draft emails using Copilot in email editor on Dynamics 365 Customer Service

{How to} Draft emails using Copilot in email editor on Dynamics 365 Customer Service

If you're looking to optimize your email drafting experience within Dynamics 365 Customer Service, you can try using Copilot. Copilot is an AI-powered assistant that offers suggestions for phrases, grammar, and recommendations tailored to your context to enhance your writing and help you create effective emails.

To start drafting emails using Copilot in the email editor, follow these simple steps:

  1. Log in to your Dynamics 365 account and navigate to the email editor by opening the relevant record (such as a case or contact) and clicking on the "Email" button in the toolbar.
  2. Start typing your email content, and as you write, Copilot will assist you by suggesting relevant phrases and improving grammar.
  3. Review your email for accuracy and completeness, then click "Send" to send the email.

By following these steps, you can take advantage of Copilot's suggestions and create well-written, effective emails that serve your needs within Dynamics 365 Customer Service.

That's all for today's tutorial on drafting emails using Copilot in the email editor on Dynamics 365 Customer Service. Happy emailing!

Written by Malla Reddy Gurram (@UK365GUY), as part of the #365Blogpostsin365Days initiative.

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