Work efficiently using AI-powered action suggestions
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | Dec 2024 | - | Apr 2025 |
Business value
As a seller, you invest significant time and effort to stay informed and monitor developments within active sales processes. You visit multiple applications or contact team members to stay on top of all the active discussions and try to find optimal approaches for engaging with business decision-makers to take the assigned sales process forward.
The actionable insights generated by Copilot in Dynamics 365 Sales help you plan and execute your daily tasks, thereby increasing the likelihood of attaining short- and long-term goals. This capability aims to:
- Improve your productivity by elevating your decision-making capability with key information and guidance.
- Stay on top of all your opportunities by intelligently identifying stalled deals.
- Suggest suitable actions to get the stalled deals back on track.
Feature details
As a seller, you will be able to leverage the following:
- Get proactive insights for open deals assigned to you that have been intelligently identified as stalled and relevant reason for the same.
- Get AI-based action suggestion to move the deal forward.