Sellers at a professional-services firm want meeting prep that combines the customer record in Dynamics 365 with their recent mail. They do not have a unique sales process. What should the architect propose first?
Select an answer to reveal the explanation.
Short Explanation
When the job is the one the prebuilt assistant was hired for, you start there. You configure the sales copilot for meeting prep against the firm's CRM and mail. A custom model is a research project this ordinary sales motion has not earned.
Full Explanation
Prebuilt agents exist so the architect does not fund a custom build for a job Microsoft already ships. Meeting prep from the Dynamics 365 customer record and the seller's recent mail is the sales copilot's job, and the firm has said its sales process is not unique. Configure that copilot first and only extend it where a real gap appears. A foundation model trained on invitations learns none of the live CRM fields and goes stale as soon as an opportunity changes. Computer Use that retypes records into a spreadsheet adds a fragile screen path for data the copilot can already read. An agent with no CRM connection pushes the paste work back onto the seller, which is the manual process the request was meant to retire. Exam caveat: prebuilt does not mean unconfigured. The firm still has to connect the right environment and confirm what the copilot is allowed to read. Operational check: run meeting prep for a test opportunity and confirm the brief cites the current CRM record and the seller's recent mail without a paste step.