This blog builds on our previous article, How to Configure and Use the Prompt Column in Dataverse, which you can read here. While that post focused on the setup and core concepts of the Prompt column, this article delves into how you can boost sales efficiency using Copilot custom prompts and AI Builder inputs.
Sales teams today face increasing pressure to deliver personalized, timely, and accurate communication.
According to industry studies, sales reps spend up to 30% of their time on administrative tasks instead of engaging customers.
To reduce that burden, Microsoft Dynamics 365 Sales introduces Copilot in the Prompt column, empowering teams to generate tailored content with custom prompts and AI Builder inputs.
This blog explores how to use these features to boost
- Sales efficiency
- Customer engagement
- CRM automation.
Why Copilot with Custom Prompts Matters
Sales professionals often need:
- Quick summaries of opportunities.
- Consistent follow-up emails.
- Tailored content generation.
With Copilot custom prompts, users can instantly generate context-aware outputs, saving time and improving accuracy...Read More>>
