Boost seller productivity with document summary by Copilot in Dynamics 365 Sales
Sellers can use Copilot in Dynamics 365 Sales to quickly obtain pertinent details from sales documents, such as customer requirements and budget details. This allows them to prepare for prospect meetings more effectively and engage in more informed conversations. Copilot can create summaries of sales documents that include insights specific to the sales team's needs. Sellers can ask Copilot to summarize documents stored in SharePoint or associated with any lead, contact, opportunity, or account in Dynamics 365 Sales. To learn more about summarizing documents in Dynamics 365 Sales, visit the provided link.
Article 5m
Login now to access my digest by 365.Training
Learn how my digest works
Features
- Articles, blogs, podcasts, training, and videos
- Quick read TL;DRs for each item
- Advanced filtering to prioritize what you care about
- Quick views to isolate what you are looking for right now
- Save your favorite items
- Share your favorites
- Snooze items you want to revisit when you have more time