Using Copilot AI In Microsoft Dynamics For Sales: What You Need To Know

Watch a reply of our demonstration of the latest AI tools in Microsoft Dynamics for Sales and Microsoft Copilot that will improve productivity and increase profits in your business by Gene Marks and Kelsey Petersen from The Marks Group.
You will walk away with a better understanding of the features that will significantly impact your business both this year and in the very-near future.
Topics covered:
Record summarization - Copilot can generate a quick summary of your opportunity and lead records from predefined fields.
Recent changes - To help you stay on top of your sales records, Copilot summarizes any changes that were made to your lead, opportunity, and account records.
Information assistance - Copilot can get product-related documents and fetch answers to sales-related questions from documents stored in SharePoint.
Meeting preparation - Streamline meeting preparation by summarizing important details from associated opportunity or lead records
Email assistance - Copilot can help you compose professional-looking emails, summarize email conversations to add to your customer notes, and give you reminders to follow up on emails you haven't replied to.
News updates - Stay current by asking Copilot to get you the latest news related to an account and it will return a list of articles that feature or mention the account.Lis
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