Where it runs
Runs inside Dynamics 365 Sales for field and account teams.
Dynamics 365 Sales
Why it exists
Customer visits happen; the CRM record often does not. Sellers retype what the calendar already knows, and pipeline reporting is only as good as the last person who remembered.
What it does
Copilot for Sales reads the meeting, drafts the customer visit record with the right account, contacts and outcomes attached, and hands the seller a one-click confirm inside Outlook.
What changed
- Visit records captured in seconds, not at the end of the week
- Cleaner activity data behind forecast and coverage reporting
- Sellers spend their admin time selling
Built with
- Dynamics 365 Sales
- Copilot for Sales
- Microsoft 365