Navigating the shift from the Dynamics 365 app for Outlook to Copilot for Sales – Andrew Bibby – YouTube



The Dynamics 365 app for Outlook is on its way out! Copilot for Sales is the new AI-powered kid on the block for Sales users, so it’s time to get up to speed on how it works and the best way to adopt it.

We’ll look at the new Outlook functionality that awaits users – email summaries, smart suggestions and tight CRM integration. Then we’ll go beyond Outlook and see how Copilot for Sales can be used in Teams, PowerPoint and Word to help salespeople prepare for meetings, collaborate on deals and build stronger relationships with customers. Finally, we’ll look at the practical stuff: how to deploy Copilot for Sales and get users onboard and productive with the new tools available to them. This is the biggest shift for Dynamics 365 Sales users in years – let’s explore it together!

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Scottish Summit
Scottish Summit

Author: Scottish Summit

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