Boost Sales with Copilot: Leverage Opportunity Summaries and Related Records in Dynamics 365 using APIs

In today’s fast-paced business environment, sales teams need real-time insights and a comprehensive view of their opportunities to make informed decisions and close deals faster. Microsoft’s Copilot for Sales addresses this need by integrating seamlessly with your connected CRM system, providing a unified platform for viewing the latest activities and related records. This blog post delves into the features and capabilities of Copilot for Sales, focusing on how it leverages opportunity summaries and related records within Dynamics 365 to enhance sales efficiency.

1. Viewing Related Activities in Copilot for Sales

The opportunity summary in Copilot for Sales is designed to keep sales representatives informed about the latest activities related to their opportunities. This summary is generated using notes and updates from the timeline of the opportunity record in Dynamics 365. Here’s how it works:

Note: Beyond Dynamics 365, this functionality can be extended to include activities…

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