How to use Copilot in Dynamics 365 Sales - Beginners Guide

🚀 In this video you will learn about the new Copilot features in Dynamics 365 Sales and how to enable them. We will cover ask copilot about data in your app, . We will also look at what these features mean to your sales teams. 🚀

Chapters

0:00 - Intro
0:15 - Enable Sales Copilot Preview Features
2:23 - Ask Copilot About Data In Your App
3:16 - Ask Copilot About Data In Your App - So What?
3:40 - Lead and Opportunity Summaries
5:06 - Lead and Opportunity Summaries - So What?
5:35 - Copilot Chat Prompts
7:07 - Copilot Chat Prompts - So What?
7:34 - Copilot Email Summary and Compose
9:45 - Copilot Email Summary and Compose - So What?

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#copilot #Copilot #MicrosoftCopilot #microsoft #MicrosoftDynamics365Sales #sales #SalesCopilot #dynamics365 #powerplatform #powerapps #microsoft

Disclaimers for the preview features

The new next-generation AI features in Microsoft Power Platform are experimental previews powered by Azure OpenAI Service with GPT. Preview features aren’t meant for production use and may have restricted functionality and limited deployment availability. Review product documentation to learn more.

[michaobo]

Hi @Dynamicsdojo
have you been able to resolve the issue from Copilot email compose, 9:39? I'm struggling, two users are affected here, if I have the same security rights it works correctly.. But for them it does not. Error looks exactly as on your screen, there is nothing more.