Copilot 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 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, Nico
Sales Insights for Teams Meetings, not just Calls
I'm trying to establish whether our Sales Managers can use Conversation Intelligence Sales Insights System Monitoring https://ui-gbr.sales.ai.dynamics.com/ to monitor integrated performance of staff Teams Meetings and not just Teams Calls. Can this be achieved through Sales Co-pilot or any other feature?
Viva Sales Teams meeting summary not working
Good morning all, I've got Viva Sales working great for adding contacts into Dynamics but the https://support.microsoft.com/en-us/topic/use-viva-sales-in-teams-04286b82-bdf8-4e37-94ce-be1943b2d6ea#bkmk_generatesummary seems to be missing for me. I can add the tab to a Teams Meeting but when I try to activate it, I get the following error: Can’t create a meeting summary Summaries are created when meetings are recorded and transcribed. Ask your admin to turn on transcription for Teams meetings. Teams meeting recording and transcription is working fine, but no luck with Viva Sales. I also noticed that the msdyn_viva https://learn.microsoft.com/en-us/viva/sales/data-handling so I suspect that there was an issue with the initial setup. Appreciate any help. SteveAdd custom entities to Viva Sales through the new forms customization
With the new capabilities in the Viva Sales forms customization, admins can add custom as well as new out-of-the-box entities, control list views and much more. https://cloudblogs.microsoft.com/dynamics365/it/2023/06/05/enhancing-seller-productivity-customize-viva-sales-forms/Learn how Copilot in Viva Sales can boost your productivity.
Learn how Copilot in Viva Sales can boost your productivity whether creating emails, summarizing discussions, preparing for a customer meeting, or updating CRM. 5 ways Copilot in Viva Sales takes seller productivity to the next level - Microsoft Dynamics 365 Blog
