Boosting sales efficiency with Sales Copilot in Microsoft Dynamics 365 CRM

Microsoft Sales Copilot is a tool that helps salespeople with tasks in their customer database, writes quick summaries of emails and meetings, and gives smart advice about important opportunities and customers. It can be found in places where salespeople usually work, like Outlook, Microsoft Teams, or Dynamics 365 Sales. Sales Copilot also helps salespeople follow up with customers by giving them ideas and tips, like writing emails that make sense based on what they've been doing in Outlook and their customer database. It can whip up easy-to-read summaries about sales opportunities, show what's happening and what's changed right in Dynamics 365 Sales, and give a quick look at a customer's account, recent notes, and any important stuff to know.

Article 19m Microsoft Dynamics 365 CRM Tips and Tricks

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