Loading...

{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

The new GitHub app for Teams: from conversation to code

Meet the reimagined GitHub app for Teams: an AI-powered app to collaborate with GitHub Copilot right inside your Teams conversations. The post...

9 hours ago

The new GitHub app for Teams: from conversation to code

Meet the reimagined GitHub app for Teams: an AI-powered app to collaborate with GitHub Copilot right inside your Teams conversations. The post...

9 hours ago

Microsoft 365 & Power Platform Community Call (SPFx) – September 18th, 2025 – Screenshot Summary

Call Highlights   SharePoint Quicklinks: Primary PnP Website: https://aka.ms/m365pnp Documentation & Guidance SharePoint Dev Videos Issues...

10 hours ago

Microsoft Teams: Recommended actions page in the Teams Rooms Pro Management portal

A new Recommended Actions page will be added to the Teams Rooms Pro Management portal’s Analytics & Reports section by late Novembe...

16 hours ago

Microsoft 365 Copilot App for Windows: “Update available” button

Starting October 2025, the Microsoft 365 Copilot app for Windows will show a non-blocking “Update available” button, allowing user...

16 hours ago

New: Custom site inclusion for SharePoint Site Lifecycle Management (SLM) policies

SharePoint Site Lifecycle Management now supports custom site inclusion via CSV upload of up to 10,000 URLs for precise policy enforcement. Th...

16 hours ago

Microsoft Copilot (Microsoft 365): Generate icons using AI in Copilot Studio lite

A picture is worth a thousand words. Before, Copilot Studio agent builders would need to use the default icon or manually upload their own ima...

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