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How Copilot for Sales Works & How To Set It Up
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Close sales deals quickly and efficiently with the new generative AI powered Sales Copilot. It provides an intelligent natural language interface to all of your sales data, in CRM systems like Salesforce or Dynamics 365, and connected external data sources. See how Copilot for Sales generates insights and content in the flow of work with skills that help you with everyday tasks in Microsoft 365 or embedded within your Dynamics 365 Sales experience.
Eric Boocock, Principal Program Manager for Dynamics 365 Sales, shares how Copilot for Sales works safely with your data and the key admin steps to set it up.
► QUICK LINKS:
00:00 - Generative AI-powered Copilot for Sales
00:50 - Copilot for Sales with Salesforce and Microsoft 365
01:42 - Copilot for Sales in Teams and Outlook
03:01 - Additional capabilities within Dynamics 365 Sales
03:39 - Data security
04:41 - Retrieval Augmented Generation
06:11 - How to set it up
07:42 - Bring external data from non-CRM apps
08:13 - Wrap up
► Link References
► Unfamiliar with Microsoft Mechanics?
As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft.
► Keep getting this insider knowledge, join us on social:
#Copilot #MicrosoftTeams #Dynamics365 #GenerativeAI
Eric Boocock, Principal Program Manager for Dynamics 365 Sales, shares how Copilot for Sales works safely with your data and the key admin steps to set it up.
► QUICK LINKS:
00:00 - Generative AI-powered Copilot for Sales
00:50 - Copilot for Sales with Salesforce and Microsoft 365
01:42 - Copilot for Sales in Teams and Outlook
03:01 - Additional capabilities within Dynamics 365 Sales
03:39 - Data security
04:41 - Retrieval Augmented Generation
06:11 - How to set it up
07:42 - Bring external data from non-CRM apps
08:13 - Wrap up
► Link References
► Unfamiliar with Microsoft Mechanics?
As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft.
► Keep getting this insider knowledge, join us on social:
#Copilot #MicrosoftTeams #Dynamics365 #GenerativeAI
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