Tip 1: Search Copilot for Previous Customer Interactions Understanding your customer's history is key to providing a personalized service. Use Copilot to quickly search for past interactions and gather context before engaging with your customer. In Outlook, simply navigate to th...
Step 1.Click the “Copilot” button at any time during a meeting. Step 2.Click “View prompts” to see some relevant sample prompts you can click on for instant responses from Copilot. These prompts might include “Give us a recap of what we’ve discussed so far” or “Suggest a foll...
Copilot for Sales is an AI assistant for sales teams to maximize productivity and close more deals. It brings next-generation AI and sales insights from their CRM platform into the Microsoft 365 productivity tools that they use daily such as Microsoft Outlook and Microsoft Teams. Depending on ...
Prepare for upcoming sales appointments If you have meetings scheduled on your calendar in the next 24 hours, Copilot can help you prepare for them. Go into your meetings with a helpful summary of notes from the last three months and the most recent email thread on the timeline of the rela...
The ability to create content with very little For me, it is either taking meeting notes, or, some bullet points, and then asking copilot to take either some type of template whether it's a proposal template or a word document, and then asking it to generate a content based off of ...
ASUS AI ExpertMeet is an AI transcription service that transcribes audio off an imported audio file or from its built-in speakers such as when it’s taking notes in a business meeting. The ASUS ExpertBook P5 (P5405) is a well-rounded business laptop that excels in its design, AI feature...
Changes in user permissions or security roles in CRM can take up to 15 minutes to reflect in Copilot for Sales app for Teams. Region availability Copilot for Sales is available globally except in the following countries/regions: Myanmar
Like Lenovo, Microsoft is taking a leading role in the development of GenAI solutions. With Copilot for Microsoft 365, Microsoft aims to address several key challenges facing modern workforces. Yi Wu, DIR Tech Specialist Manager at Microsoft, says: “In the post-COVID world, many global econo...
As 2024 comes to a close, we want to share how grateful we are for our “Work Smarter” readers. We’ll be taking a short break, but will resume this weekly series in January. Happy holidays! Updated Define clear objectives:When setting up a meeting, cle...
You could, for example, join a meeting 10 minutes late and ask Copilot to summarize what you've missed so far. You could also ask it to transcribe the meeting, summarize it or condense it into bullet points for later distribution. Moreover, you could ask Copilot questions about the meeti...