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{Do you know} Collaborate with sales teams using AI-powered planner tasks in Microsoft Copilot for Sales.

{Do you know} Collaborate with sales teams using AI-powered planner tasks in Microsoft Copilot for Sales.
Hello Everyone,




Today I am going to share my thoughts on Collaborae with sales teams using AI-powered planner tasks in Microsoft Copilot for Sales.








Let's get's started.



AI-powered planner tasks can significantly enhance collaboration within sales teams. Here's how it works:



1. Automated Prompting: The Copilot for Sales bot in Microsoft Teams channels automatically scans conversations for relevant discussions and action items. When it identifies potential tasks, it prompts you and other sales team members with a notification, seeking your agreement to create the tasks.




2. Task Creation and Assignment: Once you agree, the solution automatically creates Teams tasks (planner tasks) based on the identified action items. A preview of the  tasks is shown to you, the user creating the tasks. These tasks are then assigned to relevant users, ensuring accountability.



3. Planner App Integration in Teams: Sales team members get a centralized view of all the tasks by pinning the planner app to the Teams channel. These tasks can also be accessed directly from the planner app.



This solution streamlines task management, improves collaboration, and enhances productivity for sales teams .



It works for Dynamics 365 Apps.



That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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MICROSOFT DYNAMICS CRM /365 BLOG

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