Use Sales Copilot to see the leads and opportunities assigned (Dynamics 365)

Using the “Sales Copilot” we can get the list of leads and opportunities assigned to us in the last 15 days.

For this, we can use the “What’s newly assigned to me” prompt

To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the Sales Copilot to be enabled.

To see it in action, open the Sales Copilot Help Pane, select the Sparke Icon to open the Prompt Guide, then Ask questions >> What’s newly assigned to me

The result shows the list of leads and opportunities assigned to you in the last 15 days.

We can than select the record and click on Summarize to get the summary or can open the record to see the details.

Hope it helps..