Describe using Copilot in Dynamics 365 Sales

  • 3 minutes

Copilot is an AI assistant in Dynamics 365 Sales that helps sales teams be more productive and efficient in their daily work. Dynamics 365 Sales users can use the chat interface to interact and obtain information. They can get a quick summary of their opportunity and lead records, catch up on recent changes to their records, prepare for meetings, and read the latest news about their accounts.

The following Copilot capabilities are available in Dynamics 365 Sales:

  • Record summarization: Record summarization examines all the details related to a lead or opportunity and provides sellers with a quick summary. Having Copilot complete those tasks reduces the amount of time that a seller needs to prep when getting ready to interact with a lead or opportunity.

  • Recent changes: Summarizes any changes that were made to your lead, opportunity, and account records.

Screenshot of Copilot summarization of lead.

  • Meeting preparation: Helps you prepare for your upcoming meetings effortlessly, summarizing relevant information from the opportunity or lead records that are associated with the meeting.

  • Compose emails: Helps you compose professional-looking emails, summarize email conversations to add to your customer notes, and gives you reminders to follow up on unanswered emails.

  • Product content recommendations: Provides contextual content recommendations based on the products that are included on an Opportunity. This data may come from different data sources such as SharePoint.

  • Get answers from sales documents: Looks up relevant sales information across all SharePoint files that the signed-in user has access to.

Screenshot of Copilot in Sales chat screen.