Use Sales Copilot to get the summary of a lead and opportunity (Dynamics 365)

Sales Copilot can generate a quick summary of a lead and opportunity record, based on the fields defined in a view. 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 … Continue reading “Use Sales Copilot to get the summary of a lead and opportunity (Dynamics 365)”