Demo: D365 Sales Tasks Now Take Minutes with M365 Copilot! – YouTube

Demo: D365 Sales Tasks Now Take Minutes with M365 Copilot!

Tasks that used to take a long time in Dynamics 365 Sales can now be done in minutes and in this 3 min demo I show you exactly how!
Microsoft 365 Copilot is now available directly inside the Dynamics 365 Sales Hub app, and what makes this really exciting is that it has access to your actual sales data in D365 Sales. That means no more manually reviewing all your open opportunities, pulling data together from different places, or spending hours preparing for a meeting. You can now ask M365 Copilot to do it for you, right from within the app!
If you’re a seller, consultant, or admin who works with Dynamics 365 Sales, you’re going to want to see this!

X: https://x.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/
Bluesky: https://bsky.app/profile/d365goddess.bsky.social
Website: https://d365goddess.com

🔔 If you find this helpful, don’t forget to like and subscribe for more Dynamics 365 and Microsoft 365 content!

Tasks that used to take a long time in Dynamics 365 Sales can now be done in minutes and in this 3 min demo I show you exactly how!
Microsoft 365 Copilot is now available directly inside the Dynamics 365 Sales Hub app, and what makes this really exciting is that it has access to your actual sales data in D365 Sales. That means no more manually reviewing all your open opportunities, pulling data together from different places, or spending hours preparing for a meeting. You can now ask M365 Copilot to do it for you, right from within the app!
If you’re a seller, consultant, or admin who works with Dynamics 365 Sales, you’re going to want to see this!

X: https://x.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/
Bluesky: https://bsky.app/profile/d365goddess.bsky.social
Website: https://d365goddess.com

🔔 If you find this helpful, don’t forget to like and subscribe for more Dynamics 365 and Microsoft 365 content!

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