Microsoft Dynamics 365 Sales (Copilot): See which leads and accounts were newly assigned to you
Copilot lists records newly assigned to you so new leads get worked quickly instead of sitting idle.
How to do it
- Open Copilot and choose What's newly assigned to me
- Sort by priority
- Schedule first outreach for each new lead
Source
Source: Microsoft · https://learn.microsoft.com/en-us/dynamics365/sales/copilot-ask-questions · Page updated Jul 31, 2026
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