Achieve new levels of sales productivity with Copilot

Microsoft Copilot presents an opportunity to re-imagine the way you work. Turning natural language into the most powerful productivity tool on the planet. With AI, your sales team can unearth value in the mountain of data across productivity tools like Microsoft 365 and Microsoft’s business applications.

To this end, earlier this year, Microsoft introduced Copilot for Dynamics 365. The world’s first AI assistant natively built for CRM and ERP. Since then, more than 130,000 organizations have experienced copilot capabilities in Microsoft Dynamics 365 and Microsoft Power Platform firsthand. In fact, a survey revealed that 70 percent of the users were more productive. 73 percent of the user could complete tasks faster, and 68 percent of users improved the quality of their work.

Microsoft Copilot for Sales is the evolution of Sales Copilot and is currently used by 10,000 sellers within the Microsoft sales team. And 83 percent of Microsoft sellers claim that Microsoft Copilot for Sales helps them improve productivity, with sellers saving an average of 90 minutes per week.

It is clear tthat Copilot in Dynamics 365 Sales enhances seller productivity and effectiveness in their flow of work. Enabling them to automate the sales processes and make informed decisions with AI-powered insights and actions. These features help sellers save time and eliminate mundane workloads. Allowing them maintain focus on connecting with customers and closing deals.

Microsoft has anounced that new AI experiences are coming to Dynamics 365 Sales. Experiences that allow sellers to interact with their data using natural language or use prebuilt prompts. Helping them gain a quick understanding of customers, deals, meetings, forecasts, and more. They can use their own words to get contextual insights and recommendations for leads and opportunities.

Copilot for Sales brings together the power of Copilot for Microsoft 365 in seller workflows, using customer data within the CRM system they already use, along with information in documents, email, and chats from Microsoft 365 applications.

Copilot for Sales capabilities

The innovations enabled in Copilot for Sales include a newly integrated experience with Microsoft Word and Teams. Sellers can prompt Copilot to create a meeting preparation brief in Word. Have it automatically populated with customer information such as an account and opportunity summary, names and titles of meeting participants, pending tasks, and highlights from recent meetings and email threads.

Additionally, meeting recaps in Microsoft Teams can surface action items and tasks, key performance indicators (KPIs), and sales keywords mentioned. These experiences help sellers save time and energy, generate innovative ideas, build stronger customer relationships, and ultimately close more deals.

Sellers can customize AI-assisted sales processes with Copilot Studio. Bringing tailored experiences informed by their own data, logic, and actions for specific scenarios.

Copilot for Sales will be available in the first quarter of 2024.

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