Discover the latest advancements in Copilot and AI within Dynamics 365 Sales. These features include Copilot email assistance, getting answers from sales documents, AI-suggested past successful deals, improving productivity with Copilot, AI-generated account summaries, summarizing lengthy emails, and product content recommendations. In terms of sales engagement, there are enhancements for planning and performing tasks, improving customer engagement, and guiding sellers to work simultaneously using multiple sequences. For sales execution and sales force automation, there are features for notifying sellers and sales managers after assignment rule execution and assigning leads and opportunities based on individual capacity. There are also improvements to seller experiences, such as a refreshed styling, analyzing opportunities better, customizing lead qualification processes, and optimizing lead entity work with focused view as default.
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