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Summarize and Track Recent Changes in Copilot

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#changes

#copilot

Dynamics 365 Project Operations

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Oct 15, 2024

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AI Summary

  • Dynamics 365 CRM faced challenges with manual processes for summarizing and tracking changes to customer records.
  • Copilot in Dynamics 365 Sales provides a solution for tracking recent changes to customer records.
  • Key features include real-time change monitoring, personalized record summaries, multiple viewing options, and information assistance.
  • Practical use cases include sales management, customer success, and marketing.
  • Copilot integrates with other Dynamics 365 features like workflows, Power Automate, and Insights.
  • Field configuration allows administrators to customize summaries and recent changes.
  • Steps to configure Copilot involve accessing Sales Hub, App Settings, and Security Roles.
  • Copilot's AI capabilities help sales teams gain insights, improve efficiency, and make data-driven decisions.

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