Dynamics 365 Sales Copilot Review & Demo

[@muhammadzaman5662]

Can you please list down the steps how we add it into our Dynamics 365 Sales APP

[@LisaCrosbie]

Dian Taylor has written a great step by step blog here d365goddess.com/copilot-for-dynamics-365-sales/

[@debbiegiles4332]

Hi Lisa, would you say with Sales Co-Pilot would replace the Sales Accelerator?

[@LisaCrosbie]

No, those are still very different things. Copilot is helping you with summarising, preparing, gathering information, producing documents (on the roadmap, working with the Microsoft 365 Copilot). The Sales Accelerartor is like an automated journey of tasks for a seller to complete. In time I think they will get closer but for now they happily co-exist as separate things.

[@debbiegiles4332]

@LisaCrosbie thanks so much! I was unsure whether to configure the Accelerator if sales copilot does something similar

[@HeroTimeManufacturing]

It doesn't seem like it summarizes a time line on a lead or opportunity for me. It only summarized the regular data fields.

[@LisaCrosbie]

It's still evolving - I've found that the "prepare for meeting" option will pick up on the timeline but the opportunity summary doesn't do that (yet!)

[@emornreardon1064]

I can't see this on my environment yet.

[@ogdanem]

My first impression as a potential user, it is a big B-S, not helpful at all.

[@LisaCrosbie]

I'm finding some parts of it much more useful than others, still early days.