Microsoft Dynamics 365 Sales (Copilot): Summarize an opportunity, lead, or account in one prompt
Copilot can summarize opportunities, leads, and accounts and answer pipeline questions in natural language, and is designed to reduce time spent reading through records.
How to do it
- Open Copilot in Dynamics 365 Sales
- Use the predefined summary prompt or ask in plain language
- Copy the key points into your call plan
Source
Source: Microsoft · https://learn.microsoft.com/en-us/dynamics365/sales/copilot-get-information · Page updated Mar 10, 2026
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