All About Copilot for Sales

sbordia

Like ( 2 )

Report

Updated 4/2/2024 (Copilot for Sales, Service and Finance details)

Clarification on Sales Copilot and Copilot for Sales naming.

Sales Copilot has been rebranded to Copilot for Sales (standard).
All the articles about Copilot for Sales apply the same to Sales Copilot.
Copilot for Sales (standard) = Previous Sales Copilot
Copilot for Sales (premium) = Previous Sales Copilot +M365 Copilot+ sellers copilot capabilities (to come). This is a new SKU.

Recommended Training materials for Users

Demo: Check out the click-through demo for a hands-on experience.

Tips: For quick user tips, head over to https://aka.ms/Copilot/CopilotSalesTips

Recommended Training materials for Administrators

Article: Deployment guide for Dynamics 365 customers
Copilot for Sales customization: Customize forms & fields.
Architecture: Copilot for Sales architecture
Architecture Q&A: Addressed the top 10 architecture questions. You can find them here.

To drive Adoption – Planning process for ideas

Here is a link to the Adoption Playbook: https://aka.ms/Copilot/CopilotSalesAdoptionGuide For detailed info, visit the main link.

Blogs to subscribe to for latest Copilot for Sales updates:

Subscribe for Copilot for Sales blog for Update awareness. Bookmark Copilot for Sales Blog
Subscribe for the Copilot for Sales Roadmap YouTube channel video: Subscribe Copilot for Sales Roadmap videos (YouTube channel)

Microsoft Copilot for Sales resources

Microsoft Copilot for Service resources

Microsoft Copilot Studio resources

Copilot for Sales , Copilot for Service & Copilot for Finance

For the latest partner Copilot content, visit: aka.ms/copilotforbusinessfunctions and aka.ms/AIFutureOfWorkPartner
For other partner content, offers, case studies and more, visit the Partner Hub: aka.ms/D365PartnerHub

Setting up Copilot for Dynamics 365 Customers

Product	Reference Documentation
Copilot for Dynamics 365 Sales	Copilot in Dynamics 365 Sales overview \| Microsoft Learn Turn on and set up Copilot in Dynamics 365 Sales \| Microsoft Learn Use Copilot in Dynamics 365 apps \| Microsoft Learn Get information from Copilot \| Microsoft Learn
Copilot for Dynamics 365 Customer Service	Enable Copilot features in Customer Service \| Microsoft Learn Enable summarization of cases and conversations \| Microsoft Learn Enable features in Copilot pane \| Microsoft Learn Configure copilot features for custom case forms and custom apps \| Microsoft Learn
Copilot for Dynamics 365 Field Service	Dynamics 365 Field Service - Copilot in Field Service \| Microsoft Learn
Copilot for Dynamics 365 Customer Insights	Copilot features in Customer Insights - Journeys - Dynamics 365 Customer Insights \| Microsoft Learn
Copilot for Finance	Overview of Copilot capabilities in finance and operations apps - Finance & Operations \| Dynamics 365 \| Microsoft Learn Enable Copilot capabilities in finance and operations apps (preview) - Finance & Operations \| Dynamics 365 \| Microsoft Learn

Comments

*This post is locked for comments