Microsoft Dynamics 365 Sales (Copilot): Prepare for every opportunity meeting in the next seven days
Copilot lists upcoming meetings linked to opportunities and builds meeting insights from notes, open tasks, and related cases, so sellers walk in prepared.
How to do it
- Open Copilot and select Stay ahead > Prepare for sales meetings
- Choose the meeting and select Prepare
- Check each insight's Source before the call
Source
Source: Microsoft · https://learn.microsoft.com/en-us/dynamics365/sales/copilot-stay-ahead · Page updated Mar 13, 2026
Related use cases
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