Summit Preview: Dynamics 365 App for Outlook vs Copilot for Sales

Heidi Neuhauser August 29, 2024 Video

In this video, UG Expert Heidi Neuhauser gives a preview of her upcoming session at Community Summit North America 2024, “Dynamics 365 App for Outlook vs Copilot for Sales.”

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.

Key Takeaways

  • Session overview: In this 30-minute session, Heidi will cover product overviews of the Dynamics App for Outlook and Copilot for Sales, highlighting their primary features and differences. She’ll also discuss the continued use of the Dynamics App for Outlook and introduce new features coming to the Copilot for Sales with the recent Release Wave 2 updates.
  • Comparison: She will review the pricing and licensing for the Outlook app, and then delve into the features of Copilot for Sales that differentiate it from the Outlook app, demonstrating these features via video.
  • Copilot for Sales: Additionally, she’ll explore Copilot for Sales in Teams, focusing on its incredible meeting summaries and how it can be extended using Power Automate connectors. This will also be compared to the Outlook app and explore why one might be preferred over the other, along with some exciting updates.
  • Details: Add this session, taking place on Tuesday, October 15 from 10-10:30 AM CT, to your planner.
For more “for user, by user” Dynamics 365 CE/CRM innovation, education, and training content, join us at Community Summit North America 2024!
Categories: Copilot UG, Dynamics CE / CRM UG, User Group Communities
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