ai enabled sales
19 TopicsMicrosoft FastTrack Agent community
Hello microsoft copilot for sales discussion group If you are an enterprise or majors customer using Copilot for Sales or Sales in M365 and would like to meet more like-minded customers as well as speak with FastTrack subject matter experts on a bi-monthly basis, get product roadmap updates and provide feedback to the product team, then please fill out the D365 Agent Deployment Program and Agent Community - Customer Registration – Fill out form or use the QR Code below to provide us with your permission to send you an invitation to the Microsoft Agent community. The AI Adoption team for pre-built agents for business applications would be thrilled to have you join us! The community also offers an online forum for discussions and Q&A. Thank you and we look forward to hearing from you! Microsoft, Dynamics 365 Agent Deployment teamSales 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, NicoCopilot 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)