{Do you know} Automatically save attachments when saving emails to CRM Microsoft Copilot for sales

Today I am going to share my thoughts on automatically save attachments when saving emails to CRM on Microsoft Copilot for Sales.

Let’s get’s started.

Certainly! When you save an email to your CRM platform from Copilot for Sales, any attachments are automatically saved along with the email.

This feature ensures that crucial context, such as request for proposals(RFP’s) stays linked with emails in your CRM.

By preserving this context, you enhance your ability to access vital information effortlessly, fostering  deeper insights and smoother collaboration.

This improvement eliminates the manual process of saving attachments to your CRM, allowing sellers to stay in the flow of work.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365blogpostsin365days