Category: Sales Copilot (formerly known as Viva Sales)
Get document recommendations from SharePoint (preview) from Copilot for Sales
Last Friday I noticed that a highly anticipated feature in Dynamics 365 Sales is now in preview! This feature is part of the 2024 release wave 1. With this feature sellers will be able to get product related files directly from within the Sales Hub in Dynamics 365 Sales! I believe this is a very important feature because how often are sellers searching for the latest product information like brochures,Read More
2024 Wave 1 Release Notes: Microsoft Copilot for Sales
Last week Microsoft published the release notes for 2024 Wave 1 and just like we’re used to, this wave has loads of awesome new features! As I do for every release wave, I will be writing another series of articles about the 2024 wave 1 notes for Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service and more! In the first article in this series, I discussed everythingRead More
2024 Wave 1 Release Notes: Dynamics 365 Sales
Microsoft has done it again! They’ve unleashed a fresh wave of awesomeness with the 2024 wave 1 release notes that were published an hour and a half ago! I will be writing another series of articles about the 2024 wave 1 for Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service and more! You probably noticed that I am usually publishing on Tuesdays, but I couldn’t wait toRead More
2023 Wave 2 Release Notes: D365 Sales
Today is a very exciting day, because Microsoft just published the release notes for Dynamics 365 and Power Platform! I had a chance to look them over and I am working on another series on the new features and updates that are part of this release. I will start the first part of this series with Dynamics 365 Sales. Keep in mind that at the time this article was written,Read More
Copilot for D365 Sales: Collaboration space
Viva Sales (now called Copilot for Sales) has a new feature called collaboration spaces, which will help with collaboration between sales teams. I’m sure you’re already familiar with the Dynamics 365 and Microsoft Teams integration, which (among other things) gives sellers the ability to create Microsoft Teams and Teams channels linked to a Dynamics 365 record, but this new feature stacks on top of that functionality. With collaboration spaces sellersRead More
Copilot for Dynamics 365 Sales(preview)
I’m sure you have all heard of the new Copilot feature that Microsoft announced in March of this year. Essentially, Copilot is an AI-powered productivity tool that uses natural language processing and machine learning to understand users’ requests and provides personalized recommendations, tips, and assistance. This means that users can ask Copilot questions and get instant answers, guidance, and suggestions to help them work more efficiently. Copilot is designed toRead More
Viva Sales: Administrator Settings
I wrote two articles about Viva Sales back in August of last year, when it first became available in preview. If you haven’t read those articles, you can read part 1 here and part 2 here. Viva Sales has been generally available since October of 2022. Since the release, there have been some enhancements to Viva Sales. Last week I wrote an article about the new suggested email replies capabilities,Read More
Viva Sales: Suggested Email Replies
I am sure you’ve heard of Viva Sales, which was launched by Microsoft last year in October of 2022. If you haven’t heard of it, it’s definitely time you learned about it! Microsoft Viva Sales is an application that makes selling easier. It works with Microsoft Outlook and Microsoft Teams to automatically record and view information about customers in a customer relationship management (CRM) system (Currently Viva Sales works withRead More
