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 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 asking about case data in Copilot help pane in Dynamics 365 Customer Service. Let’s get’s started. In Dynamics 365 Customer Service, you can use Copilot to ask about case data. Here are some types of questions agents can ask in the Copilot Ask a…
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Hello Everyone, Today I am going to show how to Create and update work orders in Teams with Copilot in Dynamics 365 Field Service. Let’s get’s started. To Create and update work orders in Teams with Copilot in Dynamics 365 Field Service, follow these steps: 1. Set up Copilot Integration: Ensure you have Dynamics 365…
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Hello Everyone, Today I am going to share my thoughts on the new feature enhanced copilot experiences in the web app. Let’s get’s started. The Dynamics 365 Field Service web app now includes enhanced Copilot capabilities. Field managers can use natural language to interact with Copilot for work order information. Which copilot can retrieve summarize…
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Hello Everyone, Today I am going to share my thoughts on integrating the financial and inventory management from Dynamics 365 Field Service. Let’s get’s started. Integrating financial and inventory management can significantly enhance operational efficiency. Here are some ways to achieve this: 1. Dynamics 365 Integration: Dynamics 365 Field Service can seamlessly integrate with Dynamics…
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Hello Everyone, Today I am going to share my thoughts on the Dynamics 365 Customer Service getting automatic prompts from Copilot. Let’s get’s started. Copilot in Dynamics 365 Customer Service Provides real-time assistance to customer service agents. One of its features is automatic prompts. When enabled in the Customer Service admin center, these prompts give…
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Hello Everyone, Today I am going to share my thoughts and how to enable Customer support swarming which is in preview on Dynamics 365 Customer Service Hub. Let’s get’s started. Customer support swarming in Dynamics 365 Customer Service allows agents to collaborate with experts across the organization to resolve complex cases more efficiently. Here’s how…
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