Do you know how to use Dynamics 365 Copilot?
Last updated by Brady Stroud [SSW] 8 months ago.See historyDo you find yourself endlessly clicking through reports in your CRM system to find information about clients? What if there was a way to query all your sources for any information you like? Dynamics 365 Copilot can be helpful for:
- Decision making – You can use it for real-time insights and next-best-action recommendations. This is helpful for decision-making processes, streamlining operations and reducing cost.
- UX - Dynamics 365 Copilot can improve the user experience by providing real-time assistance and insights. For example, you can use it to process customer data quickly and make predictions.
- Versatility - Dynamics 365 Copilot offers you a real-time, AI-powered assistant across sales, customer service, marketing, or supply chain management (Dynamics 365 Sales , Dynamics 365 Customer Service).
Note for developers: You should use the Sales Copilot deployment guide to ensure proper installation and setup. Remember to verify that users have the appropriate security roles assigned.