Copilot Integration with M365

The Digestible Dynamics Podcast

Within Dynamics 365 Sales, Customer Service, Customer Insights Journeys, Field Service, Power Platform and Finance, users can utilize Copilot within their flow of work in each of the respective solutions. A seller can use Copilot to summarize an opportunity with D365 Sales. A customer service agent can ask Copilot a technical question about troubleshooting a product and Copilot will answer it because it is connected to an existing knowledge base. But what if the user is using Outlook or Teams? Well thanks to the Copilot integration with M365, users can access Copilot that's connected to their CRM within Outlook or Teams to update records, access business-critical information, and more. Copilot meets the end users wherever they are to ensure it can empower them right from their flow of work.

Episode Topics

• How can users take advantage of D365 Copilot and M365 Copilot together?
• What will the cost be, and will users need a M365 copilot license in lieu of the D365 Copilot license?
• What new advancements does D365 have coming that you can share?

Useful Resources

• Microsoft Copilot for Microsoft 365 | Microsoft 365
• Introducing Microsoft 365 Copilot | Microsoft 365 Blog
• Microsoft Copilot for Microsoft 365 overview | Microsoft Learn

About Chris Stedman

Here's how Chris describes himself - "I am a Sales fanatic. With over 3 decades of experience in sales, sales operations, sales coaching, and sales strategy, I live for sales engagements and conversations! I am extremely passionate about the art of sales and the science of sales operations. Currently, as the Director of GTM strategy and motions for Business Applications at Microsoft, I focus on seller excellence, customer experience, and sales programs and automation. I reside in the great state of Minnesota, with my wife and two children. When I'm not selling or coaching, I enjoy MN Vikings football, Arsenal soccer, poker, golf, and hanging out at the lake. Please connect with me on LinkedIn!"

Connect with Chris - Chris Stedman | LinkedIn

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