Copilot

How a custom Outlook Add-in, Azure Functions, and AI can eliminate manual data entry and create perfect CRM notes or tasks every time. Every professional who uses a CRM has felt this pain. You finish an important email exchange with a client — full of critical details, action items, and subtle sentiment cues — and then comes the administrative tax: logging it all in Salesforce. You copy and paste, you try to summarize the key points, you search for the right Account or Opportunity, and you create a Task. It’s a tedious, time-consuming process that’s universally disliked yet essential for maintaining a clear customer record. ...