Forum Discussion
MicrosoftReal-world use case: how a sales team runs every account from a Copilot Notebook (2-min video)
Hi everyone, I'm a PM on the Copilot Notebooks team at Microsoft.
A pattern we see with enterprise sales teams: one notebook per customer, with CRM notes, decks, workshop notes and emails added as references; the whole account team working from the same context; and customer meetings recorded with Capture in OneNote, so the notes and actions go straight back into the notebook.
We turned one of these workflows into a two-minute story:
The story and companies are fictional (inspired by real workflows), some features may be in preview, and the illustrations and narration were made with AI tools.
For those rolling out Copilot in your organizations:
How are your teams setting up notebooks: per customer, per project or per team?
What has helped adoption, and what's getting in the way?
Getting started with Copilot Notebooks: https://support.microsoft.com/en-us/microsoft-365-copilot/get-started-with-microsoft-365-copilot-notebooks