Every six months, Microsoft reveals a new set of updates in their release wave, describing all the new functionalities. For us Dynamics 365 Customer Engagement team Is this the perfect moment to go through the updates and select the most relevant features for Flemish SMEs. Curious about our findings?
Microsoft Copilot for Sales has arrived!
There is a lot of buzz around Copilot, Microsoft's new intelligent assistant. In this article, we provide practical examples of how you can already use Copilot.
We are focusing on Copilot for Sales, an application that has been available since February 2024. Initially, it was only in English, but it has now been largely translated into Dutch.
So it's high time to get started!
Let Copilot for Sales draft an email message for you
During our tests, we asked Copilot to write an email to schedule a meeting. We chose the option ‘Draft an email’ and gave the instruction: ‘write an email stating that we would like to schedule a meeting on Friday, June 8th or Thursday, June 20th’.
An automatically generated email appeared on the right. You can still customize it by making textual changes or by asking Copilot to adjust the length and tone of the email.
Are you satisfied with the message? Then you can send it directly, and it will be automatically saved with the contact person in question in the system.
Save emails, create contacts, update opportunities, …
This without having to switch between the Dynamics 365 app for Outlook and the Copilot for Sales app. The familiar actions from your current app are also available in the new Copilot for Sales app, often with faster load times and fewer clicks!
Dynamics 365 App for Outlook or Copilot for Sales?
For experienced Dynamics 365 users, the question arises: what is the difference between the current Dynamics 365 app for Outlook and the new Copilot for Sales app?
Here is an overview of the differences:
What stands out from this comparison is that there is significant overlap between both apps. It would therefore not surprise us if the Copilot for Sales app eventually replaces the current Dynamics 365 app for Outlook.
Get started with Copilot for Sales!
Get started and download Copilot for Sales from Microsoft Appsource by following these steps:
- Log in to Microsoft AppSource
- Enter ‘Copilot for Sales’ in the search field.
- Click ‘Download now’ on the Copilot for Sales for Microsoft Outlook app card in the search results.
- In the ‘Confirm your details to continue’ window, select ‘Download now’.
- The app is being installed and a confirmation message appears.
After a successful installation, you can go to the ‘all apps’ icon in Microsoft Outlook and select the new ‘Copilot for Sales’ app.
Also install the app for Microsoft Teams:
- Log in to Microsoft Teams.
- Choose ‘Apps’ in the left navigation bar.
- Search for ‘Copilot for Sales’ and select it.
- Click ‘Add’ in the Copilot for Sales window.
Useful links
You can follow Microsoft's step-by-step guide to install the app via this link.
Via this link you can find all Microsoft documentation and training.
Here's some explanation on where to find the app in Microsoft Outlook
You can download the app on the Microsoft Appsource
Ask a Scaptaan
Do you have any further questions on this topic or are you interested in Scapta as a partner? Please don't hesitate to contact us using the contact form below. We are ready to help you!