Configure and Use the Assistant in Dynamics 365 Sales Staying on top of customer interactions and sales tasks just got easier. In my latest article, I walk through how to configure and leverage the built-in Assistant (formerly Relationship Assistant) within Dynamics 365 Sales. What you'll discover: Read the full guide here 👉 https://lnkd.in/d2eaxmvZ #Dynamics365 #SalesInsights #AI #SalesAutomation #CRM #CustomerEngagement #PowerPlatform #MB280
Kumar Manish PMP® , PMI-ACP®’s Post
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𝗥𝗼𝗹𝗲-𝗯𝗮𝘀𝗲𝗱 𝗔𝗜 𝗵𝗮𝘀 𝗮𝗿𝗿𝗶𝘃𝗲𝗱 𝗶𝗻 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝟯𝟲𝟱 𝗖𝗼𝗽𝗶𝗹𝗼𝘁 Sales, Service, and Finance professionals can now harness Copilot directly in the flow of work - using the tools they already know and trust. 🔹Sales: Smarter meeting prep, deal insights, and seamless CRM updates (Dynamics 365, Salesforce) 🔹 Service: Faster case resolution and personalized customer experiences 🔹 Finance: Streamlined reconciliation, variance analysis, and data-driven insights in Excel, Outlook, and Teams This is more than productivity - it’s about empowering every role to focus on impact, accelerate outcomes, and move their organization closer to the Frontier. Read the full announcement: https://lnkd.in/ddiZZabb #Microsoft365Copilot #AI #FutureOfWork #EnterpriseAI Sven Becker Tobias Röver Bruce Grimes Chidimma Agbasi Nadine Nyffengger Yolisa van den Eeden Bernd Zimmermann Lisa Bardoukas
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Microsoft 365 Copilot is redefining productivity for frontline teams by embedding AI directly into daily workflows. Microsoft’s blog post highlights how Copilot is transforming the way sales, service, and finance professionals operate. Sales teams can now use Copilot to prepare for meetings, update CRM records, and identify at-risk deals—all within Outlook and Teams. Service agents benefit from AI-generated case summaries and email drafts, while finance teams can automate reconciliation and perform variance analysis using ERP-connected data in Excel and Outlook. These capabilities are part of Microsoft’s broader push to make AI a core enabler of business agility and innovation. Source: https://lnkd.in/ez3-NBam
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AI is changing how sellers work. 🤖 Microsoft Sales Copilot and Dynamics 365 Customer Insights are reshaping the sales landscape. Read the blog to see how your business can leverage these tools to drive results. @microsoft-dynamics #MSDYN365BC
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AI is changing how sellers work. 🤖 Microsoft Sales Copilot and Dynamics 365 Customer Insights are reshaping the sales landscape. Read the blog to see how your business can leverage these tools to drive results. @microsoft-dynamics #MSDYN365BC
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AI is changing how sellers work. 🤖 Microsoft Sales Copilot and Dynamics 365 Customer Insights are reshaping the sales landscape. Read the blog to see how your business can leverage these tools to drive results. @microsoft-dynamics #MSDYN365BC
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AI is changing how sellers work. 🤖 Microsoft Sales Copilot and Dynamics 365 Customer Insights are reshaping the sales landscape. Read the blog to see how your business can leverage these tools to drive results. @microsoft-dynamics #MSDYN365BC
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AI is changing how sellers work. 🤖 Microsoft Sales Copilot and Dynamics 365 Customer Insights are reshaping the sales landscape. Read the blog to see how your business can leverage these tools to drive results. @microsoft-dynamics #MSDYN365BC
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AI is changing how sellers work. 🤖 Microsoft Sales Copilot and Dynamics 365 Customer Insights are reshaping the sales landscape. Read the blog to see how your business can leverage these tools to drive results. @microsoft-dynamics #MSDYN365BC
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AI is changing how sellers work. 🤖 Microsoft Sales Copilot and Dynamics 365 Customer Insights are reshaping the sales landscape. Read the blog to see how your business can leverage these tools to drive results. @microsoft-dynamics #MSDYN365BC
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AI is changing how sellers work. 🤖 Microsoft Sales Copilot and Dynamics 365 Customer Insights are reshaping the sales landscape. Read the blog to see how your business can leverage these tools to drive results. @microsoft-dynamics #MSDYN365BC
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