One of the features that was part of the 2024 Wave 2 Release is the 360-degree view of an account with an AI-generated summary. The cool thing about this feature is that it collects valuable information (in some cases configurable) and shows this in a nice and efficient way. The…
Category: AI Prompting
How Copilot can draft emails more efficient
It is still in preview, but there is now an option where Copilot can draft emails or reply to emails that will make you more efficient. Helping with the length or the tone of your email is something that Copilot can easily help with. Is all of this authentic? probably…
Using custom AI prompts to build better relationships
Any idea how custom AI Prompts can help you build better relationships? When working in sales or other departments working with customers, one of the things that you probably want to achieve is knowing your customer. Building relationships and trust is key when you are working with customers. Microsoft has…
Use AI suggestions for formula columns
Do you struggle sometimes when introducing formula columns (fx Formula) on how to design/configure these? Now it is possible to use AI suggestions for formula columns to speed up the process and create your formulas quickly. I will explain the AI suggestions for formula columns by using the following use…