Use Sales Copilot to get the latest news for customers/accounts through Bing (Dynamics 365)

Sales Copilot can be used to get the latest news for the company or account, from Lead, Opportunity, Contact, or Account form. To enable Sales Copilot, navigate to Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot Or if we have already enabled it, we can manage the features provided … Continue reading “Use Sales Copilot to get the latest news for customers/accounts…

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Use Sales Copilot to get the latest news for customers/accounts through Bing (Dynamics 365)

Sales Copilot can be used to get the latest news for the company or account associated to the Lead, Opportunity, Contact, or Account form. We can also use the prompt “Get latest news for account” and either specify and account record or choose one of the account record listed.

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