Microsoft Copilot AI Guide for Dynamics 365 CRM Users
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What You’ll Learn Inside the Guide:
Whether you’re exploring Copilot for the first time or looking to drive smarter CRM workflows, this guide helps you:
✅ Learn how Copilot works in Dynamics 365 Sales & Service
✅ Use built-in prompts to speed up CRM tasks
✅ Automate emails, summaries, and recommendations
✅ Apply use cases by role—sales, service, and support
✅ Understand admin controls and privacy settings
9-page PDF — practical, role-specific, no fluff!
BUILT FOR CRM USERS
Clear, actionable AI prompts and use cases you can apply immediately.
READY TO USE WITH COPILOT
Leverage tools you already have in Dynamics 365. No extra licenses or complex setup required.
Get more from Microsoft Copilot in Dynamics 365
Start automating. Start saving time. Start working smarter.
Download the guide to unlock practical ways to use AI in your CRM, or talk to someone who can help you implement it.