Streamline your sales workflow: How AI-powered Opportunity summaries transform collaboration
Microsoft Sales Copilot now offers AI-powered Opportunity summaries to help sales teams stay up-to-date on the latest opportunity information. The summaries include details such as sales stage, budget, closing date, and latest activity saved in opportunity notes. This shared perspective enhances the sales team's ability to collaborate effectively, particularly when addressing customer needs and managing deals efficiently. Dynamics and Salesforce administrators can enable AI-generated Opportunity summaries in Deal rooms by accessing the Sales Copilot admin settings in Sales Copilot app in Microsoft Teams. The Opportunity summary is generated using the following CRM fields from the opportunity record.
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