Unlock the full potential of Microsoft Dynamics 365 Sales by enabling Microsoft Copilot lead summaries. This powerful feature leverages AI to provide instant lead summaries, enhancing your CRM’s efficiency and productivity. By configuring Copilot settings in the Sales Hub app, sales teams can quickly access key information, streamline decision-making, and improve overall sales performance. Learn how to set up and customize Copilot lead summaries with our detailed step-by-step guide, ensuring you get the most out of Dynamics 365 Sales and boost your sales operations.
Microsoft Copilot is widely regarded as one of the most powerful productivity tools on the planet. Now, Copilot is coming to Microsoft Dynamics 365 Sales, offering the ability to instantly summarize leads. In this blog post, we’ll take you through a step-by-step guide on how to enable Copilot lead summaries in your Dynamics 365 system.
Why Use Copilot Lead Summaries?
Enhancing your CRM with Copilot lead summaries can significantly boost productivity. By providing instant lead summaries, sales teams can quickly grasp key information and make informed decisions. This feature is especially useful for improving sales efficiency and accuracy.
Step-by-Step Guide to Enabling Copilot Lead Summaries
Step 1: Navigate to the Sales Hub App
To begin setting up Copilot lead summaries, start by navigating to the Sales Hub app in your Dynamics 365 system. This is the central hub where you will configure various settings for your sales operations.
Step 2: Access App Settings
Once in the Sales Hub, change your area to the App Settings. Within the App Settings, locate the Copilot settings under the General Settings section. This is where you will configure the lead summaries.
Step 3: Configure Lead Summaries
Navigate to the Leads section under the Copilot settings. Here, you will see the fields that Copilot can use to provide lead summaries. You can add or remove fields based on your requirements.
- Add Fields: Click the “Add Fields” button to see all available fields on the lead table, including custom fields. Select the fields you want to include in the lead summary. For instance, you might want to add the “Created By” field.
- Manage Field Count: Ensure you have between 4 to 10 fields selected, as Copilot will not allow saving changes if there are fewer than 4 or more than 10 fields.
Step 4: Save Changes
Once you have selected the desired fields, save your changes. These settings will now dictate the information that Copilot uses to generate lead summaries.
Step 5: Accessing Lead Summaries
After configuring the settings, go back to the Sales Hub and open a lead record. Click on the Copilot help pane on the right side of the screen. Copilot will instantly begin summarizing the lead information based on the fields you configured.
Key Tips for Using Copilot Lead Summaries
- Field Order: Currently, you cannot change the order of fields in the summary directly. However, you can add fields in the desired order by removing all fields first and then adding them sequentially.
- Real-Time Updates: The lead summary will update in real-time as you configure fields. Ensure you have all necessary information filled out in your lead records to make the most of this feature.
- Mobile Compatibility: The Copilot lead summaries feature is also available on mobile devices, making it convenient for sales teams on the go.
Conclusion
Enabling Copilot lead summaries in Microsoft Dynamics 365 Sales is a straightforward process that can significantly enhance your sales productivity. By following this step-by-step guide, you can quickly set up lead summaries and start reaping the benefits of this powerful tool.
For more insights on configuring summaries for opportunities, be sure to check out this related post.
Happy Developing!