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Use Sales Copilot to get recent updates (Catchup) on a lead and opportunity (Dynamics 365)

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Dynamics 365 Sales

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Sep 20, 2023

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  • The article discusses the use of Sales Copilot in Dynamics 365 to catch up on updates to lead and opportunity records.
  • Sales Copilot utilizes Audit History to display recent updates.
  • To enable Sales Copilot, users can navigate to Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot.
  • Users can manage the features of Sales Copilot and specify which apps to enable the Compose and Chat feature for.
  • The first 10 fields of the view are considered for the Record catch-up feature, with the option to select a different view for generating catchup content.
  • Users can open an existing lead or opportunity record or use the catchup with opportunity prompt in the Chat tab of Sales Copilot to get updates.
  • If there are no updates to a record in the last 16 hours, a message indicating this will be displayed.
  • The article also includes advertisements and options to share the content on various platforms.

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