Using the “Sales Copilot” we can get the list of leads and opportunities assigned to us in the last 15 days. For this, we can use the “What’s newly assigned to me” prompt To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the … Continue reading “Use Sales Copilot to see the leads and opportunities…
Continue Reading Nishant Rana’s Article on their blog
Use Sales Copilot to see the leads and opportunities assigned (Dynamics 365)
Using the “Sales Copilot” we can get the list of leads and opportunities assigned to us in the last 15 days. For this, we can use the “What’s newly assigned to me” prompt To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the…
Blog Syndicated with Nishant Rana’s Permission
More About This Author
Array
Dyn365CE16 July 2024Set an app (Model-driven or Canvas App) as a startup app – Power Apps Mobile
Dyn365CE16 July 2024Mobile Offline Profile – Select columns to be downloaded (Dynamics 365 / Model-driven apps)
Dyn365CE10 July 2024Perform Age calculation using Formula Columns in Dataverse / Dynamics 365
Dyn365CE8 July 2024Using Homogenous Batch / Bulk operation messages for improved performance – Data Migration / Dataverse