Ever feel like your Dynamics 365 CRM is a whirlwind of data updates? As a sales rep, you are juggling leads, opportunities, and customer data; every edit ripples through the system. And keeping track of it all is enough to make anyone’s head spin. Running into an urgent meeting and you need a quick summary of the lead? Or need the latest status of an opportunity? Or want to know quickly if you get any new leads assigned to you or not?
Wouldn’t it be great if you could just ASK YOUR CRM? With Copilot enabled in your Dynamics 365, NOW YOU CAN!
You can ask –
- What’s new with your sales records
- What’s newly assigned to you
- Get updates on recent changes to a lead or opportunity
And do a lot more.
In this blog, we will dive deep into the ‘Recent Changes’ feature of the Copilot chat. Using the ‘Audit History’ capability of CRM, it shows all the recent changes made to your lead or opportunity entity.
Suppose John, a sales rep, was working on a lead ‘Lucy Clark’ and had to…
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More About This Author
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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