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Set Up Copilot in Dynamics 365 Sales Like a Pro!

(This video was recorded in January 2025 — please note that some content may now be outdated due to recent updates).

We are Microsoft employees, but the views expressed in these videos are our own and do not necessarily reflect the opinions or positions of Microsoft.

Setting up Copilot in Dynamics 365 Sales is the first step to unlocking its full potential as your AI-powered sales assistant. With a quick configuration, you can customize Copilot’s tables, insights, and fields to align with your team’s goals. This setup enables Copilot to seamlessly support your sales process, giving your team more time to focus on high-value activities and drive better customer outcomes!

Видео Set Up Copilot in Dynamics 365 Sales Like a Pro! канала Dynamics 365 Unlocked
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