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  • Create segments with Copilot for Customer Insights - Data (preview)
    In Customer Insights - Data, go to Insights > Segments and select New > Build your own to create a segment Select the Copilot icon to open the Copilot pane Enter a description of your segment or choose one of the suggested prompts Select Use to apply the result to a rule To create the segment: Select Edit details next to Untitled segment
  • Microsoft Dynamics 365 Copilot: Bringing AI Tools to Your CRM and ERP
    Dynamics 365 Customer Service; Dynamics 365 Customer Insights; Dynamics 365 Field Service; In Customer Insights, you can use Dynamics 365’s AI Copilot tools to effortlessly pull up customer segments without clicking through multiple menus Simply describe what you’re looking for in everyday language
  • Customer Insights and Journeys | Microsoft Dynamics 365
    Create engaging experiences by uniting customer data with real-time journeys and Copilot in Customer Insights Add consent data during the unification process using automatic data refresh to ensure that your organization meets privacy and security regulations Engage customers using prebuilt digital
  • Enhance clienteling with Copilot customer insights
    With Copilot, you gain access to a wealth of insights about your customers’ preferences, including their favored categories and price points, as well as the store locations they frequent Preferred categories and basket analysis : Copilot analyzes your customers’ purchase history to identify the types of products they love
  • Welcome to Microsoft 365 Copilot for Sales | Microsoft Learn
    Here's how you can use Copilot for sales to improve your sales productivity: Customize by integrating with Microsoft Dynamics 365 Sales, Salesforce Sales Cloud, and other sales solutions to get insights and recommendations tailored to your business needs Participate in Teams meetings and access meeting recordings through Microsoft Teams It
  • Explained: Copilot in Dynamics 365 Customer Insights - Citizen Developer
    Discover how Microsoft Copilot in D365 Marketing can transform your marketing teams! This beginner's guide explores three key features—understanding customer data, better content creation, and targeted segmentation with Query Assist Learn the business value of Copilot and how it streamlines marketing strategies to drive revenue
  • The early reviews are in: Dynamics 365 Copilot helps to reclaim time . . .
    Using Copilot to gain better insights faster from the data in Dynamics 365 is a strategic priority area for Sandvik Coromant, one of the world’s leading suppliers of tools, tooling solutions, and know-how for the metalworking industry
  • Out-of-the-Box Copilots in Dynamics 365 Sales: A Game-Changer for Sales . . .
    The Copilot in Dynamics 365 Sales stands out because it can be accessed as a general table, allowing you to chat and get relevant data without leaving the application This includes Specific Account information, Recent Opportunities, Opportunity Pipelines, reports, and summaries Insights from Auditing Enabling Auditing for Opportunities


















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