Work efficiently using AI-powered action suggestions
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | Dec 2024 | - | Apr 2025 |
Business value
As a seller, you invest significant time and effort to stay informed about all your conversations and monitor developments within active sales processes. You visit multiple applications or contact team members to stay on top of all the active discussions and try to find optimal approaches for engaging with business decision-makers to take the assigned sales process forward.
The actionable insights generated by Copilot in Dynamics 365 Sales help you plan and execute your daily tasks, thereby increasing the likelihood of attaining short- and long-term goals. This capability aims to:
- Improve your productivity by elevating your decision-making capability with key information and guidance.
- Stay on top of all active customer conversations with insights and action suggestions.
- Reduce the conversion time for opportunities and leads.
- Seamlessly update and maintain the latest changes on key records.
Feature details
As an admin, you can enable the feature for sellers to get action recommendations.
As a seller, you can:
- View insights and action recommendations for the following use cases:
- Email follow-ups for active customer collaborations.
- Action recommendations from concluded meetings.
- Suggestions to keep records updated with key changes.
- Guidance to start engagement for newly assigned opportunities.
- Access the recommended action options across multiple touchpoints within the Dynamics 365 apps at a record and aggregated view level.