Copilot for Sales Adoption Tracking & Success KPIs
As my organization rolls out Copilot for Sales starting with a champions cohort first and then team by team across our sales organization, we're planning what and how to track our success. There are OOTB reports for M365 Copilot adoption and great reports for D365 Sales usage, but we're not seeing any unique reports for Copilot for Sales. Has anyone developed best practices or repeatable patterns that could be used for this? In addition to simple DAU and MAU, we're planning to track more general RevOps metrics like deal velocity, win rate, lead to opportunity conversion rate, and qualification speed.
Send rich text email notifications in Dynamics Sales
Dear All, I'm new to Dynamics Sales and this is my first post here. I have a requirement from my client to send rich text email notifications through a sequence in Dynamics Sales. However, I've noticed that Dynamics Sales only provides the option to compose plain text emails for notifications. Is there a way to enable rich text formatting for email notifications in Dynamics Sales, or are there any workarounds or third-party solutions that can achieve this? Any guidance or suggestions would be greatly appreciated! Regards, MSA.Microsoft Viva Sales AMA
Join the Microsoft Viva Sales team on Monday, October 31st at 11am PDT to ask the experts all of your questions! RSVP now and leave your questions or comments ahead of time and get them answered during the live hour AMA. Now is the perfect time to learn more about Viva Sales since general availability was announced earlier this month. What questions would you like answered during the live hour Viva Sales AMA?
