Connect with me: ☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie 🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: www.tiktok.com/@lisa.crosbie 🐦 X (Twitter): twitter.com/LisaCrosbie 📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/
Hi Lisa I am on the last few days of a trial with D365 and when over considering signing for the enterprise edtion as you suggested with co-pilot. I am tying to work out if co-pilot will address one thing - if so I will jump on it. Let's say I have a record open in the side panel in MS outlook desktop. A contact record. You would think that pressing the plus sign to eg assign a case to that contact would prompt for the case details etc to enter. Instead it asks for the contact etc to assign the case. Really dumb - as if not knowing I am already on the record I want to assign the case to. Does co-pilot change any of these behaviours or make it easier?
The Sales Copilot is included in the Dynamics 365 Sales Enterprise/Premium licenses. I'm not entirely clear yet what's going on with the part where it suggests related documents to help with RFPs - whether that also needs the Microsoft 365 Copilot license. Stay tuned, I'll be doing more on that as I find out.
