Sales Copilot can generate and suggest email content while composing or replying to an email in Dynamics 365 in the context of a Lead or Opportunity record.
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To enable Sales Copilot, navigate to
Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot
Or if we have already enabled it, we can manage the features provided along with the different apps we want to apply the Sales Copilot using the Manage apps option.
Here we can specify to which apps we want to enable the Compose and Chat feature
The Compose refers to the AI-driven email insights here.
Let us create a new Email from the timeline of the lead record.
We can see the Sales Copilot Compose in the inactive state right now. It becomes active when opening an email record or creating a new email record with either lead or opportunity in the Regarding field.
On the new email record, we can see the Compose tab enabled, and the option Describe the email you want.
We get the option to specify the statement, for which the content should be generated.
Below we can see the suggested content
We also get the option to Add content to the Email, Copy it
Adust tone and add more details
Also, Restore the last version, Try again, Start Over
Similarly, in the case of replying to an email we get the below options to start with along with an Email Conversation Summary.
Selecting the Address a Concern option generates the following content.
Get all the details here
Hope it helps..
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