mscrm-addons.com logomscrm-addons.com logo
  • Release History
  • Knowledge Base
  • Documentation
  • Contact Support
  • Release History
  • Knowledge Base
  • Documentation
  • Contact Support
home/Knowledge Base/Webinars/AI-Powered Document Generation with Copilot in Sales

AI-Powered Document Generation with Copilot in Sales

1342 views 1 Updated on March 28, 2025

In the webinar on March 27th, 2025, we showed you how to enhance Copilot with the powerful document generation capabilities of DocumentsCorePack. Learn how to streamline document creation, automate workflows, and boost efficiency with AI-driven processing. 

This webinar covered:

  • Customize Copilot in Sales to recognize document requests
  • Use DocumentsCorePack to generate and return documents automatically
  • Set everything up in Copilot Studio & Power Automate
  • Step-by-step demo 
  • Q&A session


More reading on this topic:

  • What is Copilot in Sales?
  • Extending Copilot in Sales by Dian Taylor

Attached Files
#
File Type
File Size
Download
1 .pdf 763.38 KB WEBINAR_DCP_AI_Powered_Documents_Copilot_in_Sales

Was this helpful?

1 Yes  No
Related Articles
  • Scaling Dynamics 365: What Partners Are Actually Seeing as Environments Grow 
  • The Hidden Inefficiencies Inside Dynamics 365 and How Smart Teams Are Solving Them
  • The new Template Designer Office Add-In
  • Document Generation via Copilot in Dynamics 365 Sales using DocumentsCorePack
  • Dynamic Document Creation in Dynamics 365 Mobile Apps
  • Create and View Documents in Power Pages
Leave A Comment Cancel reply

You must be logged in to post a comment.

Latest Articles
  • Scaling Dynamics 365: What Partners Are Actually Seeing as Environments Grow 
  • What are the safest and fastest ways to automate document creation in Dynamics 365?
  • Recap: Canadian Power Platform Summit 2026
  • What makes a partner tool defensible during budget pushback?
  • What are safe ways to reduce Dynamics 365 storage without deleting records? 
Popular Articles
  • DocumentsCorePack Template Designer – Getting Started
  • Step-by-Step: How to configure a One-Click-Action
  • Application Access for Dynamics 365
  • How licenses are counted
  • How to find your environment’s unique name in Microsoft Dynamics 365
Top Rated Articles
  • “Undefined”-labels in Chrome and Edge 114 and higher
  • How to insert Condition Fields in DocumentsCorePack Templates designer
  • Important information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack Connector for PowerApps & Microsoft Flow
  • How licenses are counted
Categories
  • *News and General Infos* 73
  • Webinars 48
  • Template Designer(DCP 197
  • DocumentsCorePack(DCP 269
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 79
  • PowerSearch (PS 50
  • ActivityTools (AT 61
  • SmartBar (SB 54
  • GroupCalendar (GC 47
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • Cookies
  • © 2025 www.mscrm-addons.com. All Rights Reserved.