Unraveling the Copilot Puzzle: A Guide to Understanding Sales Copilot Options
This article discusses the different options and functionalities of Copilot for Sales in Dynamics 365. It explains the differences between Copilot in Sales, Copilot for Sales (standard functionality), and Copilot for Sales (premium). Copilot in Sales is an AI assistant within the Sales apps that provides various features such as natural language queries, opportunity and lead summaries, and meeting preparation summaries. Copilot for Sales (standard functionality) allows users to create, read, update, and delete CRM records, as well as draft emails and provide meeting summaries. Copilot for Sales (premium) is a newly announced version with additional features like BANT analysis, buying intent, and real-time call insights. The article also briefly touches on licensing options for Copilot for Sales.
Article 14m
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