Copilot for Sales Tutorial: Outlook and Teams | Smarter Systems 3 - Microsoft Dynamics 365 Sales
You’ve set up Copilot for Sales - now it’s time to make it work for you.
Discover how to use the smart features in Outlook and Teams to strategically drive better sales outcomes.
Still curious about Copilot for Sales?
We’re building this series around your questions - the next video could be yours!
00:00 - Intro
00:13 - The Timeline
01:17 - Basic Navigation
02:32 - Summary Options
03:37 - Adding Contacts
04:58 - Saving Emails
09:00 - Using CRM Data
10:08 - Calendar Tools
11:52 - Meeting Recap
14:36 - Outro
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Learn more about Microsoft Dynamics 365 Sales at https://www.optrua.com.
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