Still in preview, but looks very promising, the form fill assist toolbar, which also allows you to use files now. This is an extension of something that I wrote about before a while back, when the Copilot smart paste feature was introduced (blog here). At this stage, the new toolbar…
Category: Copilot
Copilot
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Using Copilot to visualize data in views
Another promising preview feature that has been released recently, now you can use Copilot to visualize data in views 😍. Based on the data and columns in your views, Copilot can now generate charts for you. These charts are, same as in the traditional charts, interactive which therefore allows you…
AI Prompting
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Using AI record summary for tables
One of the things that was just released in Public Preview is the AI record summary for tables (link to release plan). The cool thing about this feature is that it allows you to create your own custom AI Prompt, which will then be used to display the Copilot summary…
Personal Development
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Reflecting back on 2024, Hello World and 2025
2024…. what a year it was! It is almost coming to an end but it is time to reflect since the Holidays are coming close. Personally, 2024 started with the 90-Day Mentoring Challenge from Mark and Meg Smith. What a great start to the year besides the fact that I…
Copilot
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Increase efficiency with Copilot smart paste feature
Copilot features are being launched rapidly lately. Sometimes in preview and sometimes they are available to you straight away. A while back Microsoft introduced the Copilot form fill suggestions using AI. I blogged about it when it was just released (blog post you can find here) and at that time…
Copilot
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Filter views using Copilot
Another preview feature that will make a lot of people excited is that you are now able to find, sort, and filter views using Copilot. Using your AI prompting skills in Copilot allows you to work with data more efficiently. At the moment you already have some of this functionality…
Copilot
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The 360-degree view of an account with AI-generated summary
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…
Copilot
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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…
Sales
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New customized lead qualification experience
One of my favorite new features that is introduced in the Wave 2 2024 release, is the new customized lead qualification experience. This functionality did not change that much over time but now you do have better options to make this process a lot smoother and tailored to your needs….
Copilot
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How to add Copilot to a model-driven app
Have you ever wanted to add Copilot to a model-driven app? There is a simple way of doing this. When opening the Sales Hub App you immediately notice that on top of the menu, the Copilot menu item is there. In order to add Copilot to a model-driven app, I…