How does this affect me?
As an administrator, you can centrally configure Sales agent starter prompts for apps such as Dynamics 365, Email, Calendar, and standalone Copilot experiences. This helps ensure prompts reflect your organization's priorities, terminology, and workflows while staying relevant to where sellers are working.
Once configured, sellers see app-appropriate, business-specific prompts that help them act quickly on common, high-value scenarios. For example, prompts in Email and Calendar can focus on communication and scheduling, while prompts in Dynamics 365 can surface account and opportunity insights.
Starter prompts also support adoption and onboarding by guiding sellers through structured workflows, whether starting the day with key actions or preparing for a customer conversation. This helps reinforce consistent ways of working and enables sellers to engage more effectively across applications. Some examples of starter prompts include:
- Customer research: Get me the account summary for {customer name}. Organize the opportunities in a table sorted by close date.
- Relationship insights: Who at my company has the best relationship with {customer name}? List the key topics of interest for them.
- Customer sentiment: What's {customer name}'s sentiment based on the last three meetings? Summarize the top three positive and negative feedback points from contacts.
- Meeting follow-up: What are the follow-up tasks from the last meeting with {customer name}? Categorize by owner and sort by due date.
- Pipeline analysis: Get the estimated revenue across opportunities by forecast category.
- Sales coaching: What are the top three concerns raised by {customer name} in recent meetings that need to be addressed to close the deal?
This message is for awareness, and no action is required.