Copilot for Sales: The Key Features You Need to Know
This post introduces Microsoft Copilot for Sales and highlights its key features, showing how it extends Dynamics 365 Sales into Outlook and Teams.
Tag: sales
Advanced Settings in Dynamics 365 CE/CRM: Sales Hub
UG Expert Heidi Neuhauser walks through advanced settings for CE/CRM users, specifically for the Sales Hub settings area.
Smarter Selling with Predictive Lead Scoring in Dynamics 365 Sales
UG Expert Heidi Neuhauser reviews how to use AI in Dynamics 365 Sales to prioritize leads with predictive scoring. Learn how it works, setup steps, an…
Dynamics 365 Sales License Comparison: Professional vs. Enterprise vs. Premium
UG Expert Heidi Neuhauser breaks down which features come with which license tier for the Sales app for D365 CE/CRM users.
Copilot for Sales Mobile Support Available in Preview
Copilot for Sales Mobile Support is in preview with general availability listed in March. Heidi Neuhauser does a deep dive of the features, including …
Dynamics 365 Sales: Unpacking the Sales Qualification Agent
UG Expert and Microsoft MVP Heidi Neuhauser provides an overview of the new Sales Qualification Agent in Dynamics 365 Sales, introduced in the 2025 Re…
How to Customize the Opportunity Closed Form in Dynamics 365
Take 5 minutes and learn from Heidi Neuhauser how to customize the opportunity closed form in Dynamics 365 Sales Hub.
Copilot 101: An Overview of Copilot for Sales
In this episode of the “Copilot 101 Podcast,” Shawn Dorward, Vice President, sa.global, UG Expert, gives an overview of the capabilities of Copilot for Sales. Key…
Boosting Productivity with Dynamics 365 F&O Workspaces for Sales Operations
UG Expert Crystal Ahrens reviews the features - and the benefits - of workspaces for sales operations in Dynamics 365 Finance & Operations.
Copilot for Sales Capabilities in Microsoft Word
In this post, Heidi Neuhauser gives a walkthrough of the new preview feature, Copilot for Sales for Word.
Summit Preview: Dynamics 365 App for Outlook vs Copilot for Sales
UG Expert and Microsoft MVP Heidi Neuhauser shares a preview of her upcoming session at Community Summit 2024 comparing the D365 app for Outlook and C…
MVP Insights: Marie Wiese on Sales and Marketing Alignment, How the Buyer Journey Has Shifted
Microsoft MVP Marie Wiese joins the "MVP Insights Podcast" to discuss the importance of sales and marketing alignment and how the buyer journey has sh…
Lead and Succeed: Optimizing Sales with Dynamics 365 CE/CRM
Jyoti Karki explains how to optimize sales leads by using Dynamics 365 CE/CRM.
Customizing Work List Items in Dynamics 365 Sales
UG Expert Heidi Neuhauser demonstrates how to configure and customize work list items in Dynamics 365 Sales.
How to Configure Dynamics 365 Sales App Settings
UG Expert Heidi Neuhauser highlights various app settings in Dynamics 365 Sales, including lesser-known functions.
Copilot Podcast: Copilot for Sales Tip Time
In episode 15 of the "Copilot Podcast," AI Expert Aaron Back shares a new Copilot feature for Dynamics 365 Sales - Tip Time.
[ON-DEMAND]: BC/NAV UG Webinar: Intercompany Sales and Purchases using Business Central
Learn how to set up companies for intercompany transactions and create and send intercompany orders and invoices.
Making Sense of Copilot in Sales, Copilot for Sales & Copilot for Sales (Premium)
What are the differences between Copilot in Sales, Copilot for Sales, and Copilot for Sales (Premium)? In this post, UG Expert Heidi Neuhauser attempt…
How Copilot & Dynamics 365 Create Customer Experience Opportunities
In this post, AI Expert Aaron Back dives into Copilot opportunities for Customer Experience and provides practical takeaways for your organization.
Copilot for Sales Updates Coming in 2024 Release Wave 1
UG Expert Heidi Neuhauser provides an overview of the Copilot for Sales updates coming in the 2024 Release Wave 1.
