Hello Everyone, Today I am going to share my thoughts on sign in to partner applications from Copilot for Sales easily. Let’s get’s started. Certainly! With the April 2024 update, signing in to third party partner integrations has become simpler in Copilot for Sales. Sellers can now allow quickly and easily log in from within…
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Hello Everyone, Today I am going to share my thoughts on use of Microsoft Copilot Studio to extend Copilot for Sales. Let’s get’s started. To extend Copilot for Sales with Partner Applications, you can leverage Microsoft Copilot Studio. This powerful tool allows you to create custom connector plugins that integrate data and insights from your…
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Hello Everyone, Today I am going to share my thoughts on use of the Copilot Studio to enable partner application integrations. Let’s get’s started. To enable partner application integrations in Copilot for Sales, you can use Microsoft Copilot Studio. This feature allows you to connect Copilot to other data sources, Including pre-built or custom plugins…
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Hello Everyone, Today I am going to share my thoughts on Access real-time data during Teams meetings. Let’s get’s started. When it comes to Microsoft Teams meetings, you can access real-time data to monitor and troubleshoot call quality. Here’s how: 1. Real-Time Analytics: As a Teams administrator, you can use Real-Time Analytics(RTA) to investigate issues…
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Hello Everyone, Today I am going to share my thoughts on supporting sellers with Copilot for Sales mobile experiences in Teams. Let’s get’s started. Certainly! Microsoft Copilot for Sales in an AI assistant designed specifically for sellers. When using the Microsoft Teams mobile app, sellers can benefit from core experiences that keep them connected and…
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Hello Everyone, Today I am going to share my thoughts on adding questions, keywords and associated browsing in Teams meeting recap. Let’s get’s started. Certainly! The Copilot for Sales post-meeting summary, integrated within a Microsoft Teams meetings recap, offers a convenient hub for sellers to review their customer meetings. Here’s what it includes: 1. Sales…
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Hello Everyone, Today I am going to share my thoughts on Collaborae with sales teams using AI-powered planner tasks in Microsoft Copilot for Sales. Let’s get’s started. AI-powered planner tasks can significantly enhance collaboration within sales teams. Here’s how it works: 1. Automated Prompting: The Copilot for Sales bot in Microsoft Teams channels automatically scans…
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Hello Everyone, Today I am going to show how to resolve the error “Selected in the From field does not have the option enabled to allow other users to send the email on their behalf on Dynamics 365 Customer Service App. Let’s get’s started. Suppose you have a user account on Dynamics 365 Customer Service…
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Hello Everyone, Today I am going to share my thoughts on tracking more fields as part of saving emails or events to CRM Microsoft Copilot for sales. Let’s get’s started. Certainly! To track additional fields when saving emails or events to your CRM using Microsoft Copilot for Sales, follow these steps: 1. Access Admin Settings:…
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Hello Everyone, Today I am going to share my thoughts on automatically save attachments when saving emails to CRM on Microsoft Copilot for Sales. Let’s get’s started. Certainly! When you save an email to your CRM platform from Copilot for Sales, any attachments are automatically saved along with the email. This feature ensures that crucial…
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