Use Sales Copilot to get the summary of a lead and opportunity (Dynamics 365)

Sales Copilot is a feature in Dynamics 365 Sales that generates a quick summary of a lead and opportunity record based on the fields defined in a view. To enable Sales Copilot, navigate to Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot. For the Record summary feature, the first 7 fields of the view are considered. We can open an existing lead or opportunity record, and the Sales Copilot automatically generates the summary for that record. Or if we want to generate a summary for a specific lead or opportunity, we can use the prompt "Summarize lead" or "Summarize opportunity" followed by "@" and the record's name.

Article 19m Nishant Rana's Weblog

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