How Sales Copilot Works & How To Set It Up

<p>Close sales deals quickly and efficiently with the new generative AI powered Sales Copilot. It provides an intelligent natural language interface to all of your sales data, in CRM systems like Salesforce or Dynamics 365, and connected external data sources. See how Sales Copilot generates insights and content in the flow of work with skills that help you with everyday tasks in Microsoft 365 or embedded within your Dynamics 365 Sales experience.</p> <p>Eric Boocock, Principal Program Manager for Dynamics 365 Sales, shares how Sales Copilot works safely with your data and the key admin steps to set it up.</p> <p>► QUICK LINKS:</p> <p>00:00 - Generative AI-powered Sales Copilot</p> <p>00:50 - Sales Copilot with Salesforce and Microsoft 365</p> <p>01:42 - Sales Copilot in Teams and Outlook</p> <p>03:01 - Additional capabilities within Dynamics 365 Sales</p> <p>03:39 - Data security</p> <p>04:41 - Retrieval Augmented Generation </p> <p>06:11 - How to set it up</p> <p>07:42 - Bring external data from non-CRM apps</p> <p>08:13 - Wrap up</p> <p>► Link References</p> <p>For more information, check out <a href= "https://aka.ms/SalesCopilotDocs">https://aka.ms/SalesCopilotDocs</a></p> <p>Stay updated on monthly releases at <a href= "https://aka.ms/SalesCopilotUpdates">https://aka.ms/SalesCopilotUpdates</a></p> <p>► Unfamiliar with Microsoft Mechanics? As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft.</p> <p>• Subscribe to our YouTube: <a href= "https://www.youtube.com/c/MicrosoftMechanicsSeries">https://www.youtube.com/c/MicrosoftMechanicsSeries</a></p> <p>• Talk with other IT Pros, join us on the Microsoft Tech Community: <a href= "https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog"> https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog</a></p> <p>• Watch or listen from anywhere, subscribe to our podcast: <a href= "https://mic