Loading...
D365Hub logo D365Hub

{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

Published on:

Learn more
MICROSOFT DYNAMICS CRM /365 BLOG
MICROSOFT DYNAMICS CRM /365 BLOG

This blog is all about MS DYNAMICS CRM DEVELOPMENT, C# .NET,SQL SERVER

Share post:

Related posts

Build Your Own AI Agents with Microsoft 365 Copilot

10 hours ago

Microsoft Teams: Improved Microsoft Lists links in Teams chats and channels

Microsoft Teams is set to roll out a new feature that will improve collaboration by displaying richer details when sharing links to Microsoft ...

11 hours ago

New support documentation structure for Workday and Microsoft Viva Learning

If your organization uses the integration between Workday and Microsoft Viva Learning, this post details a new update to the structure of the ...

11 hours ago

SharePoint: Page creation assistance from Microsoft Copilot

Microsoft Copilot is offering a new feature in SharePoint to provide assistance in creating engaging web pages. This feature is available for ...

11 hours ago

SharePoint: Enhanced functionality to manage SharePoint Embedded containers in SharePoint admin center

This post introduces enhanced functionality to manage SharePoint Embedded containers in SharePoint admin center. Microsoft SharePoint Embedded...

11 hours ago

New Service in your Microsoft 365 subscription: Org Explorer

If you're a Microsoft 365 user, you're in luck! A new service has been introduced to your subscription, called Org Explorer. This service prov...

11 hours ago

Microsoft Teams: Customize the location of toast notification

Microsoft Teams has introduced a new feature that allows you to customize the location of toast notifications. This feature provides you with ...

12 hours ago

Microsoft Teams: Forwarding loop components

Microsoft Teams now allows you to forward chat messages containing Loop components for seamless sharing and real-time collaboration across dif...

12 hours ago

Microsoft Teams: Forward messages to and from channels

Stay on top of communication and effectively share vital information with your team members by using Microsoft Teams' new feature - forward me...

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