Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records in Dynamics 365 using APIs

In today’s fast-paced business environment, sales teams need real-time insights and a comprehensive view of their opportunities to make informed decisions and close deals faster. Microsoft’s Copilot for Sales addresses this need by integrating seamlessly with your connected CRM system, providing a unified platform for viewing the latest activities and related records. This blog post delves into the features and capabilities of Copilot for Sales, focusing on how it leverages opportunity summaries and related records within Dynamics 365 to enhance sales efficiency.

1. Viewing Related Activities in Copilot for Sales

The opportunity summary in Copilot for Sales is designed to keep sales representatives informed about the latest activities related to their opportunities. This summary is generated using notes and updates from the timeline of the opportunity record in Dynamics 365. Here’s how it works:

Note: Beyond Dynamics 365, this functionality can be extended to include activities from non-CRM applications, both first-party and third-party. This means you can have a unified view of all related activities, regardless of the application they originate from.

Example: Imagine a sales team at an XYZ company using Dynamics 365 to manage its sales opportunities. The sales representative, Alex, is handling a significant opportunity with a potential client, Fabrikam Inc.

Here’s how Copilot for Sales enhances Alex’s power automate flow:

Please follow the below steps to achieve a Power Automate flow to understand the scenario.
Open https://make.powerautomate.com/ -> Click on My flows -> Select New Flow from the dropdown menu and choose Instant Cloud Flow, as shown in the screenshot below.

After selecting an instant cloud flow, add the flow name -> When a row is added, modified, or deleted -> fill in the details as shown in the screenshot below.

Step 1: Click on the plus icon and select Add an Action -> then search for Copilot: Get Related Activities as shown in the image below. Read More »

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The post Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records in Dynamics 365 using APIs first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.