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Dynamics 365 Community / Blogs / Microsoft Dynamics 365 FastTrack TechTalks / Sales Copilot For Dynamics ...

Sales Copilot For Dynamics 365 CE - Public Preview Overview | Dynamics 365 Bites | August 2023

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Ilanit Manor Profile Picture Ilanit Manor Microsoft Employee
 
 

This is an overview session of the Public Preview capabilities in Sales Copilot for Dynamics 365 Sales, which, as of August is in Public Preview and targeting General Availability in October. Sales Copilot in Dynamics Sales enhances seller productivity and effectiveness by assisting the seller with quick actions via prompts and augmenting seller actions with AI-powered insights. It saves time, streamlines tasks, and provides recommendations, empowering sellers to focus on building relationships and closing deals. 

  

The key capabilities that launched in public Preview are: 

Record summarization 

Record catch-up

Meeting preparation 

Email assistance 

News updates 

 

Presenter: 

 

Tom Carrisi - Tom.Carrisi@microsoft.com 

 

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  • Community member Profile Picture Community member
    Posted at
    Sales Copilot For Dynamics 365 CE - Public Preview Overview | Dynamics 365 Bites | August 2023
    Great stuff and well explained in this wonderful video - thanks.
    What I don't fully get, however, what is the difference between "preparing for an upcoming meeting" and "catch up with opportunity"? Seems like two different triggers, but functionality and results should be the same. 
    Can you explain in a bit more detail please?
  • rizwanali Profile Picture rizwanali
    Posted at
    Sales Copilot For Dynamics 365 CE - Public Preview Overview | Dynamics 365 Bites | August 2023
    Thank you Tom for you presentation.