Copilot for Sales in Outlook
Hi,
According to the Microsoft documentation.
You can add new record types to Copilot for sales.
You can enable the creation of Opportunity records directly from Copilot for Sales in Copilot for Sales in Teams.
However, for lead, it is not possible to enable adding directly from Copilot for Sales.
According to the Microsoft documentation.
The lead entity's views are all Dynamics-based views, so you can't add the missing required fields.
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Best Regards,
Dengliang Li