Tag: Salesforce
Conversational CRM: How to use Sales Agent in Microsoft 365 Copilot (preview)
I am sure most of you have heard of Copilot for Sales, which was announced by Microsoft in the fall of 2023. Back then you had to pay an additional fee for Copilot for Sales, but today it is available to all users who have a Microsoft 365 Copilot license. If you’re not familiar with the functionality of Copilot for Sales, let me give you some more details on this.Read More
Build your own service copilot with Copilot for Service (Preview)
During the Microsoft Ignite conference in November there have been a lot of announcements about Microsoft Copilot. There are a ton of different copilot types, each with their own unique experience. Think about Microsoft 365 Copilot, which acts as a personal assistant to the end user, or Copilot for Dynamics 365 Sales, which allows sales reps to get summaries for leads and opportunities, (amongst other things) and Copilot for DynamicsRead More
