Creating an Account Team with Microsoft Copilot, Dynamics 365 Sales

In this video, UG Expert and Microsoft MVP Heidi Neuhauser reviews a feature of Microsoft Copilot in Dynamics 365 Sales, showing how the tool can be integrated into Microsoft Teams.

This episode is sponsored by Community Summit North America, the largest independent gathering of the Microsoft Business Applications ecosystem, taking place Oct. 13-17, 2024, in San Antonio, Texas. Register today to connect with thousands of users across the Microsoft business applications ecosystem at the for user, by user event.

Highlights

00:21 — As the video begins, Heidi searches for an email address that is already in the Dynamics system. In this instance, Microsoft Copilot has recognized this email address as both a Contact and an Account. Next, Heidi sets up an Account team for this address.

00:50 — By hovering over the Information icon, users can learn more about the Account team. For Heidi, this collaboration is joining together Microsoft Copilot, Dynamics 365 Sales, OneNote, and Teams. Next, she creates a new Team and sets it to Public. Add the proper members and the Teams channel will be set!

01:44 — In Dynamics 365 Sales, Heidi creates an “Opportunity” that links together the Contact and Account for the associated email address and connects more records to it.


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