Use Sales Copilot to compose email messages (preview)– Dynamics 365

Sales Copilot is a feature in Dynamics 365 that generates and suggests email content in the context of a Lead or Opportunity record. To enable it, navigate to Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot. We can manage the features provided along with the different apps we want to apply the Sales Copilot using the Manage apps option. The Compose refers to the AI-driven email insights. Sales Copilot Compose becomes active when opening an email record or creating a new email record with either lead or opportunity in the Regarding field. We get the option to specify the statement for which the content should be generated and also get the option to add content to the email, copy it, adjust tone, and add more details.

Article 19m Nishant Rana's Weblog

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