As the AI assistant for Dynamics 365 Sales, Copilot for Sales is a useful tool out of the box. But it really shines when you tailor it to your organisation’s specific needs. By extending its functionality, you can give your sales team guided advice on the processes they should follow, helping them focus on what matters most and close more deals.

Let's do this live! I’ll show how to extend Copilot for Sales using Copilot Studio to provide real-time, practical support throughout the sales process. From prompting the right next step to surfacing relevant data at the right time, we’ll turn Copilot for Sales an agentic sales coach to help your team make better decisions and follow sales best practices.

You’ll see how to customise Copilot for Sales to fit your processes and priorities, and how even small changes can make a big impact. If you want to help your sales team work smarter and hit their targets more consistently, this session is for you.