{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.

Published on:

Learn more


Share post:

Related posts

{Do you know} Enhancements in email composition experience for agents in Dynamics 365 Customer Service

If you're an agent on Dynamics 365 Customer Service, here's some great news for you! Enhancements have been introduced to improve the email co...

2 months ago

Creating Email Template for Custom Entities in Dynamics 365 CE

In today's business landscape, communication is an essential component of success. Dynamics 365 CE offers various communication channels for e...

4 months ago

How to Create Email Templates for Different Types of Messages in Microsoft Dynamics 365 CRM

If you're using Microsoft Dynamics 365 CRM, it's important to know how to create email templates tailored to different types of messages. This...

9 months ago

Send Bulk Email in Power Apps using Email Template - Dynamics 365

This video walks you through the process of sending bulk emails in Power Apps, utilizing an email template in Dynamics 365. The tutorial cover...

9 months ago

Export to PDF, Word, or Excel + Email within Microsoft Dynamics 365 CRM!

This article introduces James, a salesperson working for Proren PVT LTD, an online platform for property renovation that employs Microsoft Dyn...

1 year ago

Copilot for Dynamics 365 Customer Service

Microsoft's new AI feature called 'Copilot' is making waves in the tech community, and it's set to revolutionize the way we work with Dynamics...

1 year ago

Travel Insurance Industry’s Email Problem

Working in the travel insurance industry comes with its fair share of challenges, and one of them is the overwhelming influx of emails. While ...

1 year ago

10 Best SharePoint Email Management Software

If you're looking for email management software that integrates with SharePoint and/or Office 365, then this article is for you. The article o...

1 year ago

Smart Email Validation for Effective Lead Management within Microsoft Dynamics 365

Effective lead management in Microsoft Dynamics 365 just got easier with the recent introduction of a powerful feature called email validation...

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