Session

5 Copilot Scenarios Every Dynamics 365 Sales Team Should Be Using

Copilot is already embedded in Dynamics 365, yet many organizations are struggling to see meaningful productivity or revenue impact from it. Expectations are high, but the reality is more complicated. In this session, we'll cut through the marketing noise and take an honest look at where Copilot genuinely adds value inside Dynamics 365 CRM, where it currently falls short, and why simply "turning it on" does not change day-to-day behavior for sales, service, or leadership teams.

We'll focus on how to design practical, workflow-driven CRM experiences where Copilot actually gets used, supporting sellers and service agents in the moments that matter. You'll see real use cases, live examples, and concrete patterns for pairing Copilot with existing CRM processes, along with prompts, guardrails, and adoption principles you can apply immediately. The goal is not to hype AI, but to help you make Copilot a useful, trusted part of how work gets done in Dynamics 365 CRM.

Asif Rehmani

I turn Copilot licenses into daily habits | 20X Microsoft MVP | Founder & CEO, VisualSP

Chicago, Illinois, United States

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