Where doyou openCopilot?Access theBusinessPlan/ EAOTfromDynamicsUpdateAgencyRecord (Termdate, Relodate, etc)Suggest anEnhancementUpdateTerminationRecordCreate aRelocationRecordSubmit foran AgentNumberUpdateRecoveryRecordReportan Error/IssueUpload aFileDocumentSharea ListViewUpdate aSignageRecordUpdate UserProfile(photo,phone #, etc)Create aCandidateRecordSend aOneSpanTransactionCreatea ListViewRun aReportUpdateLicensingSectionSend anEmailthroughDynamicsRename/delete alist viewPin aRecordor ListLaunchCandidatePortalCreate aSupportTicket inDynamicsAdd emailsignaturefortemplatesAdd anote toa recordUpdateSellingAgentRecordCreate anEmailTemplate inDynamicsCreate aTerminationRecordUpdateTechnologyStatusDetailsWhere doyou openCopilot?Access theBusinessPlan/ EAOTfromDynamicsUpdateAgencyRecord (Termdate, Relodate, etc)Suggest anEnhancementUpdateTerminationRecordCreate aRelocationRecordSubmit foran AgentNumberUpdateRecoveryRecordReportan Error/IssueUpload aFileDocumentSharea ListViewUpdate aSignageRecordUpdate UserProfile(photo,phone #, etc)Create aCandidateRecordSend aOneSpanTransactionCreatea ListViewRun aReportUpdateLicensingSectionSend anEmailthroughDynamicsRename/delete alist viewPin aRecordor ListLaunchCandidatePortalCreate aSupportTicket inDynamicsAdd emailsignaturefortemplatesAdd anote toa recordUpdateSellingAgentRecordCreate anEmailTemplate inDynamicsCreate aTerminationRecordUpdateTechnologyStatusDetails

MS Dynamics BINGO - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Where do you open Copilot?
  2. Access the Business Plan/ EAOT from Dynamics
  3. Update Agency Record (Term date, Relo date, etc)
  4. Suggest an Enhancement
  5. Update Termination Record
  6. Create a Relocation Record
  7. Submit for an Agent Number
  8. Update Recovery Record
  9. Report an Error/ Issue
  10. Upload a File Document
  11. Share a List View
  12. Update a Signage Record
  13. Update User Profile (photo, phone #, etc)
  14. Create a Candidate Record
  15. Send a OneSpan Transaction
  16. Create a List View
  17. Run a Report
  18. Update Licensing Section
  19. Send an Email through Dynamics
  20. Rename/ delete a list view
  21. Pin a Record or List
  22. Launch Candidate Portal
  23. Create a Support Ticket in Dynamics
  24. Add email signature for templates
  25. Add a note to a record
  26. Update Selling Agent Record
  27. Create an Email Template in Dynamics
  28. Create a Termination Record
  29. Update Technology Status Details