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

Using Sales Copilot, we catch up on updates to a lead and opportunity record since the last seven days or the last login. We can use the prompt catchup with lead or catchup with opportunity followed by @ and the name of the record. Sales Copilot uses Audit History to show the recent updates. To … Continue reading “Use Sales Copilot to get recent updates (Catchup) on a lead and opportunity…

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

Using Sales Copilot, we catch up on updates to a lead and opportunity record since the last seven days or the last login. We can use the prompt catchup with lead or catchup with opportunity followed by @ and the name of the record. Sales Copilot uses Audit History to show the recent updates.

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