1. The Fundamentals of Copilot in Dynamics 365 Sales
Getting started with Copilot in Dynamics 365 Sales
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Getting your sales pipeline information
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Getting the latest news about an account
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Summarizing a lead or opportunity
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Viewing recent changes to a lead or opportunity
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Getting a list of recently updated sales records
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Viewing the leads and opportunities assigned to you recently
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Preparing for upcoming sales appointments
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Viewing emails you haven’t replied to
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Composing and sending email messages
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2. The Fundamentals of Copilot in Dynamics 365 Customer Service
Getting started with Copilot in Dynamics 365 Customer Service
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Working with questions and responses
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Drafting emails
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Summarizing cases
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Summarizing conversations
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