Copilot for Sales - Conversation intelligence dashboard

avtor: Microsoft Dynamics 365

Managers views for sales conversation intelligence

Get the most out of conversation intelligence with aggregated views

The Microsoft Copilot for Sales Dashboard (Preview) allows sales managers and sales people to get an aggregated view of their sales conversations. Get insights on how to better coach your salesforce, dive into customer insights and have quick access to all conversations made in the organization.

Requirements for getting started

  • Dynamics 365 or Sales Copilot admin permissions (for configuring the dashboard and connecting it to your organization's data).
  • For more info on how to connect, visit this site.

Share the report with your organizational leaders

After installing the application and connecting to your data with a valid admin credentials, share the dashboard with any other user in your organization via Power BI.

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