How Sales Copilot Works & How To Set It Up

Close sales deals quickly and efficiently with the new generative
AI powered Sales Copilot. It provides an intelligent natural
language interface to all of your sales data, in CRM systems like
Salesforce or Dynamics 365, and connected external data sources.
See how Sales Copilot generates insights and content in the flow
of work with skills that help you with everyday tasks in
Microsoft 365 or embedded within your Dynamics 365 Sales
experience.


Eric Boocock, Principal Program Manager for Dynamics 365 Sales,
shares how Sales Copilot works safely with your data and the key
admin steps to set it up.


QUICK LINKS:


00:00 - Generative AI-powered Sales Copilot


00:50 - Sales Copilot with Salesforce and Microsoft 365


01:42 - Sales Copilot in Teams and Outlook


03:01 - Additional capabilities within Dynamics 365 Sales


03:39 - Data security


04:41 - Retrieval Augmented Generation 


06:11 - How to set it up


07:42 - Bring external data from non-CRM apps


08:13 - Wrap up


Link References


For more information, check out https://aka.ms/SalesCopilotDocs


Stay updated on monthly releases at
https://aka.ms/SalesCopilotUpdates


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