Menu Close

Category: Blog

{How to} Track more fields as part of saving emails or events to CRM Microsoft Copilot for sales

uk365guy

Hello Everyone,

Today I am going to share my thoughts on tracking more fields as part of saving emails or events to CRM Microsoft Copilot for sales.

Let’s get’s started.

Certainly! To track additional fields when saving emails or events to your CRM using Microsoft Copilot for Sales, follow these steps:

1. Access Admin Settings:

As a Copilot for Sales admin, open the Copilot for Sales app in Teams.

Navigate to the admin settings.

2. Choose Activity Type:

In the admin settings, select “Save to (CRM).”

Depending on the type of activity you want to configure (emails or meetings), choose either “Save emails to (CRM) or ” Save meetings to CRM”.

3. Select Fields to Save:

You can now select different fields to save along with the email or meeting to CRM.

These selected fields will be displayed to sellers when they save the email or meeting to CRM.

4. Refresh Data(Optional):

If the CRM administrator updates a field label in CRM, you can refresh the data to see the updated label in Copilot for Sales,

5. Categorize with Fields:

In the “Categorize with fields” section, add the desired fields from the available options.

These fields allow sellers to accurately categorize their interactions with customers.

And that’s it! Sellers will now see the configured fields when saving emails or meetings to CRM.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

Share this:

{Do you know} Automatically save attachments when saving emails to CRM Microsoft Copilot for sales

uk365guy

Hello Everyone,

Today I am going to share my thoughts on automatically save attachments when saving emails to CRM on Microsoft Copilot for Sales.

Let’s get’s started.

Certainly! When you save an email to your CRM platform from Copilot for Sales, any attachments are automatically saved along with the email.

This feature ensures that crucial context, such as request for proposals(RFP’s) stays linked with emails in your CRM.

By preserving this context, you enhance your ability to access vital information effortlessly, fostering deeper insights and smoother collaboration.

This improvement eliminates the manual process of saving attachments to your CRM, allowing sellers to stay in the flow of work.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

Share this:

{How to} Real time tips and suggested answers during Teams meetings in Microsoft Sales Copilot

uk365guy

Hello Everyone,

Today I am going to share my thoughts on real time tips and suggested answers during teams meetings in Microsoft Sales Copilot.

Let’s get’s started.

The real time sales tips feature in Microsoft Teams is part of Copilot for Sales. Here’s what you need to know.

1. Purpose:

During virtual Teams meetings, Copilot for Sales provides real-time assistance to sellers. It helps them overcome objections and handle competitor mentions smoothly.

The feature is triggered by the meetings transcript and offers a hands free experience.

2. Capabilties:

Meetings Analysis: Copilot for Sales analyzes the meetings transcription and identifies relevant information about companies and brands discussed.

Easy to Read Cards: It creates cards with data from CRM or Bing, showing competitives or brand information. These cards appear in the Copilot for sales panel during the meeting.

Tailored Conservations: Sellers can use these insights to tailor their pitch and enhance their sales performance.

3. Evaluation and Metrics:

The feature is evaluated through comparative analysis, human review and customer engagement metrics.

Metrics include accracy, relevance, engagement, and customer satisfaction. Click rates guage the effectiveness of real-time suggestions.

4. Limitations and Recommendations:

Suggestions may not cover all mentioned brands and companies.

Speech transcription quality affects accuracy.

Users should verify and adust suggestions as needed.

Directly checking data sources provides more details.

Remembers to implement data privacy measures to protect customer information when using this feature.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

Share this:

{Do you know} Get crucial information summarized from proposals dynamics 365 sales new feature

uk365guy

Hello Everyone,

Today I am going to share my thoughts on getting crucial information summarized from proposals dynamics 365 sales new feature.

Let’s get’s started.

Here are some of the new features in Dynamics 365 Sales that were recently released:

1. Copilot Enhancements:

Content Recommendations: Use Copilot to get content recommendations from Sharepoint.

SharePoint Q&A: Ask Copilot questions and get answers from documents stored in SharePoint.

Natural Language Chat:

Ask Copilot data – related questions in natural language.

Ask Copilot sales-specific terminology questions in natural language.

Meeting Preparation Notes: Utilize Copilot to prepare for your meetings.

Proposal Summary: Ask Copilot to summarize a proposal or document associated with a record (Public preview).

Account Summary: Summarize an account using Copilot (Public preview).

2.Default Copilot Behavior:

Copilot is now turned on by default for organizations that have provided consent for data movement and those that don’t require consent.

Immersive Experience: View Copilot in a full-screen, immersive mode in addition to the side pane(public preview).

3. Forecasting:

Explore out -of- the box forecasting with zero configuration.

4. Seller Experience:

Enjoy a new look with refreshed styling, which will be auto – enabled by default.

Sequences: Assign multiple sequences to multiple sellers or teams for a record, allowing effective collaboration to close deals.

Preview Sequence Steps: Plan and perform assigned tasks while previewing the sequences steps within the context of a specific entity record.

These enhancements aim to improve productivity, collaboration and insights for sales teams.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

Share this:

{How to} Unlimited application installs now in Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on unlimited application installs now in Customer Insights.

Let’s get’s started.

As of June 30, 2024, Microsoft has removed application installation limits for Dynamics 365 Customer Insights.

Previously, there were restrictions on the number of installations per base license, but now you have
unlimited application installs for Customer Insights – Journeys(real time journeys only) and Customer Insights-Data.

This means that as an admin, you can install these applications on as many production and sandbox environments in the Power Platform Admin Center as needed.

Admins with a paid Dynamics 365 Customer Insights license will no longer see the application installation counter and limits.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

Share this: