Transition from Dynamics 365 App for Outlook to Microsoft Sales Copilot

with Corina Balan, Amira Beldjilali

Sales Copilot is an AI assistant that helps sales teams be more productive and efficient in their daily work. It has a chat interface that sellers can use to get a quick summary of their opportunity and lead records, catch up on updates, prepare for meetings, and so on. In this session learn how to transition from Dynamics 365 app for Outlook to Microsoft Sales Copilot.


  • 00:00 - Introduction
  • 01:56 - Chapter 1: Introduction
  • 08:48 - Chapter 2: Explore
  • 14:03 - Chapter 3: Transition