Description: Microsoft Copilot for Sales connects with your customer relationship management (CRM) platform to bring sales insights and next-generation AI into your flow of work. Let’s look at how Megan Bowen, a development specialist, uses Microsoft Copilot for Sales in Outlook to engage with a potential donor using AI-supported insights and recommendations on next steps.
Last updated 2024-08-19
Duration
30 minutes
Recommended Role
Industry
Nonprofit
Licensing
Azure, Dynamics 365, Microsoft 365 Apps, Microsoft 365 E3, Power Apps per user
Audience
Products
Solution Area
Business Applications, Industry, Modern Work
Solution Play
Demo type
Assets Only
No available notes
No available assets