Uploaded July 2026 | Updated September 2026, 2 weeks ago
Walk into your next renewal meeting already briefed — without digging through reports. Right from a customer email in Outlook, ask the Sales Agent, "What do I need to know about the Adatum renewal before our next meeting?" and get a focused brief in seconds. Because Copilot is extensible, it pulls usage data from any sales application or knowledge source, plus approved content like reference customers and success stories — and connects your CRM account and deal data with communication across emails and meetings, so you can catch up on what's changed and what to do next.
▶ Full episode: youtu.be/wGBHAclqhG8
▶ Get started: https://aka.ms/AgenticCXPlatform
#Dynamics365 #MicrosoftCopilot #CopilotforSales #Outlook #CRM #AIAgents
Walk into your next renewal meeting already briefed — without digging through reports. Right from a customer email in Outlook, ask the Sales Agent, "What do I need to know about the Adatum renewal before our next meeting?" and get a focused brief in seconds. Because Copilot is extensible, it pulls usage data from any sales application or knowledge source, plus approved content like reference customers and success stories — and connects your CRM account and deal data with communication across emails and meetings, so you can catch up on what's changed and what to do next.
▶ Full episode: youtu.be/wGBHAclqhG8
▶ Get started: https://aka.ms/AgenticCXPlatform
#Dynamics365 #MicrosoftCopilot #CopilotforSales #Outlook #CRM #AIAgents
