Extend Copilot in D365 Sales - Part 1
In this video, the concept of "Copilot in Dynamics 365 Sales" is explained. Copilot provides quick access to sales data and streamlines tasks within Dynamics 365 Sales. The video focuses on extending Copilot's capabilities to suit specific business requirements. It demonstrates how to use Power Automate to create an action that generates a new case in Dynamics 365. This action can be called from Copilot, allowing sellers to efficiently create new cases linked to contact records. The video provides a step-by-step guide and encourages viewers to leave comments. For more information, there is a related article and links to the creator's Twitter and LinkedIn profiles.
Video 5m
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