1. 在Outlook功能区,点击Sales Copilot,如下所示: 2. 登录CRM后,可以将电子邮件保存到CRM中,如下所示: 3. 将外部联系人添加到CRM中,如下所示: 4. Teams中使用Sales Copilot,可以根据meeting内容,整理会议摘要,如下所示: 5. 同时也可以根据Teams 会议纪要来跟进创建Dynamic 365的tasks,如下所示: 在AI 的支...
若要在 Teams 中安裝 Copilot for Sales 應用程式,請移至 Teams 系統管理中心並建立設定原則,以安裝應用程式和指派使用者。 此外,也建議您將其釘選,讓使用者更容易發現,並鼓勵賣家來使用。若要在 Teams 中安裝並釘選應用程式,您可以建立自訂 Teams 應用程式安裝原則,並將原則指派給使用者群組 (安全性群組、...
Boost opportunity rates 3x with intent signals, AI-driven research, and personalization. Drive more pipeline with Amplemarket's AI Sales Copilot.
Teams 中的管理员设置 关闭Microsoft 365 应用中的 Copilot for Sales 功能 卸载适用于 Outlook 的 Copilot for Sales 加载项 在Teams 中阻止 Copilot for Sales 应用 对话智能仪表板(预览版) 销售人员指南 扩展Copilot for Sales(预览版) 故障排除指南 Copilot for Sales 培训 Copilot for Sales 采用资源 负责...
Use Sales Copilot in Teams Automated meeting summary Collection information about attendees Sync with CRM Use Sales Copilot in Outlook Draft email follow-ups in context to the conversation in CRM Use predefined categories to reply to an email ...
在Outlook 中访问 Copilot for Sales 在Teams 中访问 Copilot for Sales Microsoft Copilot for Sales 是 Microsoft 365 中面向销售人员的 AI 助手,将连接到销售解决方案,在工作效率工作流中引入下一代 AI 和 CRM 平台更新和见解。如果您无权访问 Copilot for Sales,请让您的管理员来安装。在...
Boost opportunity rates 3x with intent signals, AI-driven research, and personalization. Drive more pipeline with Amplemarket's AI Sales Copilot.
01:42 — Sales Copilot in Teams and Outlook 03:01 — Additional capabilities within Dynamics 365 Sales 03:39 — Data security 04:41 — Retrieval Augmented Generation 06:11 — How to set it up 07:42 — Bring external data from non-CRM apps ...
Microsoft Sales Copilot is reimagining sales. Integrated seamlessly into your daily tools across Microsoft 365 and Teams, Sales Copilot harnesses the power of generative AI and customer data to keep sellers in their flow of work so that they can spend more time with customers...
Talk to UsLog In Make outbound as easy as inbound. Target & convert high-quality LinkedIn prospects in a scalable and humanized way. CoPilot AI offers AI-powered sales prospecting tools to help B2B teams & agencies streamline outreach, drive more meetings, and achieve consistent revenue growth...