Microsoft Copilot for Sales is revolutionizing sales by integrating generative AI and customer data into daily tools like Microsoft 365 and Teams. New features include improved extensibility for 3rd party insights in email summaries in Outlook and the ability to save AI notes to CRM directly from meeting recaps. These capabilities are being released this month, with more features to come. Sellers can now easily save AI-generated meeting notes to CRM in Teams, streamlining the process and ensuring accurate data. For more information, visit the product web page and deployment guides for Dynamics 365 Sales and Salesforce users. Stay updated on the latest improvements and join the community discussion forum.
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