Dynamics 365 Sales
Category
Sep 23, 2023
Published date
Text
Article Type
AI Summary
- The article discusses the Sales Copilot feature in Dynamics 365 that can generate and suggest email content while composing or replying to an email in the context of a Lead or Opportunity record.
- To enable Sales Copilot, users need to navigate to Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot.
- The Manage apps option allows users to manage the features provided along with the different apps where Sales Copilot should be applied.
- The Compose tab becomes active when opening an email record or creating a new email record with either a lead or opportunity in the Regarding field.
- Users can specify the statement for which the content should be generated and see the suggested content.
- Users have options to add content to the email, copy it, adjust tone and add more details, restore the last version, try again, or start over.
- When replying to an email, users are provided with options to start with, along with an Email Conversation Summary.
- Selecting the "Address a Concern" option generates specific content.Complete content:Allow data movement across regions in the Power Platform Admin Center using Enable copilots and generative AI features outside United States and Switzerland
- Power Platform | Microsoft LearnTo enable Sales Copilot, navigate toSales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales CopilotOr if we have already enabled it, we can manage the features provided along with the different apps we want to apply the Sales Copilot using the Manage apps option.Here we can specify to which apps we want to enable the Compose and Chat featureThe Compose refers to the AI-driven email insights here.Let us create a new Email from the timeline of the lead record.We can see the Sales Copilot Compose in the inactive state right now. It becomes active when opening an email record or creating a new email record with either lead or opportunity in the Regarding field.On the new email record, we can see the Compose tab enabled, and the option Describe the email you want.We get the option to specify the statement, for which the content should be generated.Below we can see the suggested contentWe also get the option to Add content to the Email, Copy itAdust tone and add more detailsAlso, Restore the last version, Try again, Start OverSimilarly, in the case of replying to an email we get the below options to start with along with an Email Conversation Summary.Selecting the Address a Concern option generates the following content.Get all the details hereHope it helps..AdvertisementsShare It
- EmailLinkedInTwitterFacebookWhatsAppRedditTelegramTumblrPrintPinterestMastodonLike Loading... Related.
Registered users can view the full text for FREE!
Sign In Now!