Microsoft Sales Copilot Explained: AI for CRM in Outlook and Teams
Microsoft Sales Copilot is an AI tool that integrates with Outlook and CRM systems like Dynamics 365 or Salesforce. It generates content, allows you to edit CRM data from Outlook, summarizes emails, and generates action points from Teams calls. This video covers the full capabilities and roadmap for Sales Copilot, including how to use it, configuring forms for CRM data entry, and licensing.
Video 21m
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