Improving Sales Efficiency with Copilot AI Summaries for Dynamics 365 CRM records (Preview)


The Co-Pilot feature in Dynamics 365 CRM is like having a personal assistant integrated into your CRM system. It offers real-time guidance and support to sales teams, making their job easier and more efficient. Co-Pilot can generate summaries of opportunities and share them with sales managers, streamlining communication. It also integrates with Microsoft Teams, allowing for seamless updates and collaboration. To enable Co-Pilot, administrators need to navigate to the settings and activate the feature. Salespeople can then use Co-Pilot to search for specific opportunities, generate summaries, and share them with their team. Integrating Co-Pilot into your CRM workflow can enhance productivity and communication within your sales team.


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