Copilot for Sales Setup and Configuration | Smarter Systems 2 - Microsoft Dynamics 365 Sales
Copilot for Sales is a powerful new tool from Microsoft, for those who know how to use it.
Don't get lost in the sauce, get started today with this simple Copilot for Sales tutorial.
Do you have a question about Copilot for Sales that we didn't cover?
Drop it in the comments below, and we'll follow up in our next video.
00:00 - Intro
00:30 - What is Copilot for Sales?
01:13 - Comment Below!
01:34 - Rich Data Supply
02:22 - How Does AI Help?
03:47 - Teams Settings
04:27 - Getting Started
05:15 - Save to Dynamics 365
05:53 - Forms Settings
07:40 - Custom Record Types
08:37 - More Coming Soon
08:53 - Why use Copilot for Sales?
09:43 - Try it Out
10:32 - Outro
Partner with Optrua to maximize your CRM pipeline with the power of AI.
Your employees will thank you.
Learn more about Microsoft Dynamics 365 CRM at https://www.optrua.com.
Smarter Systems. Better Sales. | Optrua
#SmarterSystems #BetterSales #CRM #AI