Leveraging Copilot in Dynamics 365 Sales to prepare for sales meeting
In Dynamics 365 Sales, the Copilot feature has been updated to enhance integration with Outlook and improve sales meeting preparation. Users can now connect their Outlook/Exchange accounts to fetch meetings and related emails directly within Dynamics 365 Sales. Copilot also allows sales teams to fetch Outlook meetings for the upcoming week, enabling proactive preparation. The meeting preparation tool in Copilot now offers richer, more detailed summaries, providing sales teams with critical insights and key talking points tailored to each meeting's context. These updates aim to streamline sales preparation, enhance client interactions, and drive more successful outcomes.
Article 12m
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