Use Copilot with leads
Copilot in Dynamics 365 Sales is embedded across the application and gives sellers quick access to AI-generated summaries and insights without leaving the lead record. For leads specifically, Copilot reduces the time sellers spend manually hunting through records, emails, and news to prepare for conversations. Consider Tom at Contoso, who manages 15 active leads and has a meeting in 30 minutes with a lead he hasn’t spoken to in two weeks. Copilot helps him get up to speed in seconds. In this unit, you explore how Copilot assists sellers when working with leads, including record summaries, account context, news updates, and data enrichment.
| Copilot capability | What it does |
|---|---|
| Lead summaries | Pulls together key fields, recent activity, and notes from the lead record |
| Account summaries | Provides consolidated view of buying history, opportunities, and related leads |
| Meeting preparation | Generates a brief for meetings linked to an opportunity (available after lead qualification) |
| News updates | Surfaces latest company news using Bing to inform conversations |
| Lead enrichment | Identifies possible matching contacts to reduce duplicate records |