Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records in Dynamics 365 using APIs
Microsoft's Copilot for Sales is a tool that integrates with CRM systems to provide real-time insights and a comprehensive view of sales opportunities. It allows sales teams to view related activities and records within Dynamics 365, as well as from non-CRM applications. The tool utilizes APIs such as GetRelatedActivities and GetRelatedRecords to fetch and display the relevant information. For example, sales representatives can see the latest activities associated with an opportunity, including meetings, emails, and notes. They can also view related records such as contracts and support tickets. This integration improves sales efficiency and helps sales teams make informed decisions.
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