Microsoft has been named a Leader in the 2023 Gartner Magic Quadrant for Sales Force Automation Platforms for the thirteenth year in a row.

Microsoft is named a Leader in the 2023 Gartner Magic Quadrant for Sales Force Automation 

Microsoft has been named a Leader in the 2023 Gartner Magic Quadrant for Sales Force Automation Platforms for the thirteenth year in a row. Earning the top spot in this year’s evaluation for Completeness of Vision. 

By effectively merging collaborative features with CRM platform data and the power of generative AI. Microsoft’s Sales Copilot empowers sellers to prioritize customer engagement. Allowing sellers to focus on critical tasks. 



Sellers are fundamental to any organization’s success. As a result, business leaders are concerned about keeping the talent they have happy and productive at their jobs. Many sellers have traditionally depended on labour-intensive and disparate processes that include a combination of email, spreadsheets, and customer relationship management (CRM) tools. 

However, these manual processes and switching between sales tools and spreadsheets waste the valuable time. Time that sellers need to build relationships with customers and close deals.  

We are finding more and more of our client’s sellers would be happy to have some help from AI. Making their everyday tasks — like sending follow-up emails or tracking sales — easier. That is why Microsoft has been building a vision for sales-specific AI to help increase seller productivity and success. 


Empowering sellers through automation and intelligence 

Powered by data, intelligence, and experiences that people adore. Dynamics 365 Sales is the industry-leading sales tool that enables any company to sell more. By understanding their consumers and the way customers want to buy. Dynamics 365 Sales brings the power of corporate data to their preferred productivity tools like Office 365 and Teams. With Dynamics 365 Sales sellers can focus on identifying and addressing their customers’ current requirements. Becoming more effective and having relevant and authentic client interactions. 

Over the past ten years the way the world works has undergone a dramatic change. Additionally, the seller’s role is changing. Throughout their journey, customers expect a mix of digital and personalized experiences. 

The seller evolution requires a number of changes in their current experience.  Such as prioritizing their work, using intelligent digital communication tools and working more productively as a team. Most importantly sellers are spending more time serving as trusted advisors to their clients.  

To achieve this, sellers need the data to work for them by adding value in each customer interaction. Rather than becoming overburdened while attempting to make sense of excessive amounts of data and information. 


Copilot in Sales

The introduction of Copilot in Sales, an omnipresent experience in Dynamics 365 Sales, helps sellers reduce mundane tasks and accelerate execution and business outcomes by providing recommendations, summarizing data, retrieving information, and performing actions in context and within the flow of work. 

Complex customer relationships take a lot of time for sellers to manage, and many sales teams find it difficult to scale seller experiences. The secret to success for a seller is productivity in terms of time management and efficiency.  

By enabling them to automate the sales process and supplement seller actions and decisions with AI-powered insights and actions, Copilot for Dynamics 365 Sales experiences are designed to increase seller productivity and effectiveness in their workflow.  

The features of Copilot assist sellers in saving time, increasing productivity, reducing workloads, and maintaining focus on connecting with clients and closing deals. 


Sales execution and sales force automation 

The sales execution and sales force automation capabilities in Dynamics 365 Sales allow sellers to be more productive and efficient in their core area of work—selling. These capabilities help sellers initiate a campaign, generate leads, assign leads to sellers, convert those leads to opportunities and manage accounts and contacts. Sellers can manage all activities around leads and opportunities until the deal is closed. 

The following capabilities are included to enhance sales execution and sales force automation: 

  • Prevent duplicate leads from entering the system either through manual creation or bulk import. 
  • Get follow-up tasks created automatically based on information from various Office applications like emails, Teams messages, and Teams call transcripts, and get friendly reminders to help you complete those tasks. 
  • Create opportunities with ease by using the new version of input forms that declutter information with an enhanced visual layout. 
  • Use the AI-powered solution to get account-based suggestions for targeted selling and precise workflows to leverage. 
  • Create a customer org chart so that sellers know the roles of contacts in the organization.


Sales engagement

The sales engagement capabilities in Dynamics 365 Sales allow your sellers to engage with their customers in the smartest way possible. Through AI-driven insights about their customer relationships and conversations and through tools that help accelerate and standardize the selling process. These tools help sellers maintain healthy relationships with their customers and have an impactful conversation with them. 

The following sales engagement capabilities are: 

  • Engage a bot for the initial customer outreach so that only good quality leads reach the sellers at the right time, saving precious time for the sellers. 
  • While you’re on a call with a customer, get insights and tips based on past interactions with the customer and communicate effectively based on the suggestions. 
  • With conversation intelligence support extended for third-party telephony providers, you get seamless insights irrespective of the call provider you’re using. 
  • Prepopulate emails based on the content you frequently use while drafting emails, such as self-introduction and product details, reducing the time spent preparing emails. 
  • A whole host of enhancements around sequences, including sequence step visibility, sequence performance, custom templates, step loops, multiple sequences assignment, personalization, automated replies, and more. 
  • Improvements to sales accelerator through enhanced worklist items, up next widgets, and better performance, personalization, and ease-of-use capabilities. 
  • Send and receive customer communication through SMS and get real-time notifications for incoming SMS.


Learn more about Dynamics 365 Sales 

We’re excited that Microsoft is recognized as a Leader in the Gartner Magic Quadrant. They are committed to providing innovative sales force automation platform capabilities to help our customers accomplish more. 

For further information on Dynamic 365 Sales. Don’t hesitate to get in touch with allonline365 at +27 (21) 205 3650, email us at or visit our website    

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