AI enabled Sales
15 TopicsCopilot for Sales Adoption Tracking & Success KPIs
As my organization rolls out Copilot for Sales starting with a champions cohort first and then team by team across our sales organization, we're planning what and how to track our success. There are OOTB reports for M365 Copilot adoption and great reports for D365 Sales usage, but we're not seeing any unique reports for Copilot for Sales. Has anyone developed best practices or repeatable patterns that could be used for this? In addition to simple DAU and MAU, we're planning to track more general RevOps metrics like deal velocity, win rate, lead to opportunity conversion rate, and qualification speed.Sales CoPilot - Email Attachments dont appear in timeline when saving the email to D365 from Outlook
Hi Currently having some trouble seeing attachments associated to the email in the Timeline related to the record I am saving the email to. Has anyone else experiences this? is this a product limitation or is there a setting that needs to be turned on somewhere? Thanks in advance AysenSolvedSales Copilot and Microsoft 365 Copilot licensing
I work for an organisation of 2,000 employees, of which 500 are aligned to sales (in one way or another) If we Purchased 500 seats of https://www.microsoft.com/en-us/ai/microsoft-sales-copilot, ($40 /user /month) and 1,500 seats of https://www.microsoft.com/en-us/microsoft-365/microsoft-365-ai ($30 /user /month) would Sales Copilot users also have the standard Copilot experience as well?? If not, whats going to be missing? (we're an SFDC house so won't move to Dynamics 365)Sales Copilot in Dynamics CRM / Sales not available anymore.
Hi, I want to test the new sales copilot integration dynamics CRM. I could activate this on the Sales Hub MDA and all works well. Since 2 weeks, the sales copilot didn't start anymore and I get no errors. I have asked our IT if there anything blocked. No answer. Who knows about this activation, is something missing or not available? Our environment is in the Swiss cloud. Thank you, NicoWhy is Sales Copilot not available on Curacao and what can we do to make it available?
Sales Copilot is currently not available on Curacao according to the documentation. I have difficulty understanding the reason for this, looking at the other countries where it is also not available. What can Who in Microsoft can help me with this?Viva Sales Outlook Add-In prevents sending meeting invitations.
Viva Sales Outlook Add-In prevents sending meeting invitations since the upgrade to outlook Outlook 16.74.1 on macOS 13.4 (22F66) (Apple M2 platform). After hitting the send-button the error message attached below appears. Also, the following info message appears shortly. Problem does not occur when sending emails. As a temporary workaround we have now removed the add-in via the admin portal and after approx. 20 hours all users were able to send meeting invitations again. Has anyone experienced the same issue or can provide any input?