Microsoft Dynamics 365 Sales (Copilot): Review what changed in your accounts and deals this week
Copilot lists your accounts, leads, and opportunities updated in the last seven days and the changes on each, helping sellers keep the pipeline current.
How to do it
- Open Copilot and choose What's new with my sales records
- Hover a record and select Get updates
- Follow up on any deal whose stage or amount moved
Source
Source: Microsoft · https://learn.microsoft.com/en-us/dynamics365/sales/copilot-ask-questions · Page updated Jul 31, 2026
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