Discover Copilot in Microsoft Dynamics 365 Sales
Sellers often struggle with manual tasks that reduce time spent with customers. This solution brief outlines how Copilot in Microsoft Dynamics 365 Sales automates key tasks — from drafting emails to generating meeting summaries and AI-based insights. Download the brief to see how Copilot boosts productivity and get in touch with Custom Information Services to discuss how you can integrate these capabilities into your organization.
What is Copilot in Microsoft Dynamics 365 Sales?
Copilot in Microsoft Dynamics 365 Sales is an AI-powered tool designed to support sellers by automating and simplifying various tasks. It helps improve productivity through AI-generated summaries, transcripts, and emails, enabling sellers to focus more on customer interactions and less on administrative work.
How does Copilot improve communication?
Copilot enhances communication by automatically drafting emails and scheduling meetings in Microsoft Outlook, using data from Dynamics 365 Sales and Microsoft 365. It also provides AI-generated summaries of emails and meetings, which include key insights and competitor mentions, streamlining the communication process.
What benefits does AI bring to sales productivity?
AI tools like Copilot can significantly boost sales productivity. According to recent data, 70% of sellers believe that AI tools will enhance their efficiency. Copilot offers features such as streamlined meeting preparation, conversation analysis, and relationship insights, all of which help sellers manage their time better and improve customer interactions.
Discover Copilot in Microsoft Dynamics 365 Sales
published by Custom Information Services
Since 1989, our primary objective has been to provide business lines of technology through managed services, business process consulting, ERP solutions, and custom programming.
Our managed network services range from filling the role of an elite IT department with VCIO capability to providing a fully integrated support system for clients who already employ an active IT department. The proactive approach we take to managing information technology is designed to deliver a better result for our customers.
Our ERP consulting and software implementation services are also cored strengths of CIS. Our expertise revolves around the sales, implementation, and support of Microsoft Dynamics GP and its industry-specific customizations, especially as applied to distribution and manufacturing business models. Our objective is to ensure that customers are provided with exactly the right solutions for their business requirements - now and for the future. We embrace being a partner in the true sense of the word and our success is directly tied to that of our clients.
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