Enhancing Sales Efficiency by Improving Relevance of Copilot Summary and Recent Changes

[Inogic]

We are all familiar with the Sales Copilot and its time-saving features. In the previous blog, we have seen how copilot helps to boost sales efficiency in Microsoft Dynamics 365 CRM. In addition to it, users can now customize Copilot to generate a summary and recent changes list based on the columns that matter the most to them according to their business needs.

Now, let’s explore the capabilities included in the latest feature:

Updated UI:

• The first thing is the updated UI

Summary:

• Previously for generating summaries, you had to select the views and columns then the summary used to be created using the first seven columns from the selected view.

But now you no longer need to select the view and you can configure up to 10 columns for generating Lead and Opportunity summaries. You can even add the columns of the Related table for summary as shown below:

You must select at least 4 columns, up to a maximum of 10. If you add/select more than 10 columns then clear the checkbox or select columns that you don’t need and click on the Delete icon or else you will see the warning at the top and the Save button will be disabled as shown below:

Recent Changes:

• Now you can configure up to 10 columns for compiling a recent changes list for Opportunities and leads.

Note: When you add a column from a related table that doesn't have audit history turned on, Turn audit on appears in the notification bar. Select it to turn on auditing for the table. If you remove the column later, you need to turn off the audit history for the table manually.

What’s new with my sales records?

• What’s new with my sales records prompt of Sales Copilot lists the records that were updated in the last 7 days and the list is generated from the audit history of respective tables.

To get the list of records updated,

• For the Lead and Opportunity table, the columns you have configured in the Recent Changes list are considered. For instance, if you've set up 3 columns from the lead table and 7 from the related table, only changes to those 3 lead columns will be utilized to identify updated lead records.
• For Account records, the criteria involve Contacts, leads, and opportunities created for the account in the last seven days, along with changes to columns in the Quick Find view of the account table. If you wish to track changes to additional columns, simply add them to the Quick Find view of your account table.

Conclusion:

This enhancement resulted in users prioritizing leads more efficiently, being updated on recent changes, focusing on high-potential opportunities, and dedicating more time to meaningful customer engagement.