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From the Microsoft Dynamics 365 CRM Blogs: Sales Copilot features; Streamline workflows; Omnichannel tools; SharePoint integration permissions

by MSDW Reporter
Editorial Team, MSDynamicsWorld.com

In this week’s tour of the Dynamics 365 CE/CRM blogs:

  • Copilot features in Dynamics 365 Sales – form fill assistance
  • Streamline user workflows with new capabilities for Dynamics 365 Sales
  • Empower your customer service team with Dynamics 365 Omnichannel
  • Restrict unauthorized users to access CRM data in SharePoint

Copilot features in Dynamics 365 Sales – form fill assistance

An author writing on the Syvantis Technologies blog discussed form fill, a new Copilot feature in Dynamics 365 Sales that aims to help you enter data faster.

The author wrote that the form fill feature offers intelligent suggestions for text, numeric, choice, and date fields. These suggestions appear directly within the field and are generated based on available form options, frequently used data, and the user's past actions within the app. 

In the blog post, the author explained how to accept a suggestion and added that an admin can turn off the form fill feature if you don't want to use it.

Streamline user workflows with new capabilities for Dynamics 365 Sales

Writing on the CRM Software Blog, an author from Catapult examined some of the latest features for D365 Sales as part of the 2024 Wave 1 release. For example:

  • Quickly generate a record summary: Previously, understanding record details in Dynamics 365 Sales was time-consuming. Now, with this new feature in D365 Sales and help from Copilot, users can quickly generate record summaries. This provides instant overviews, improving efficiency for sales teams and managers.
  • Get greater visibility into sequence activities: Sequences guide your ...

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Copilot Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Sales & Marketing
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