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Copilot for Sales - Record Lookup


We need the ability to fine-tune searching in the Copilot for Sales App in Outlook. When users create new Contacts or attempt to save emails to Dynamics 365, they need to search for the appropriate CRM records. This is particularly an issue for Accounts. With thousands of records to choose fro...

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Category: Collaboration including Teams and Office 365 Integration (120)

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