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 inWorks LLC 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 inWorks LLC
inWorks LLC provides cloud infrastructure, technology support, equipment, communications, apps, and platforms that make your business just work.
We've thought this through so you can take advantage of best practices and our experience to get a complete technology foundation to run your business now and in the future.
- Company communications with modern Intranet and Learning platforms,
- Intranet and Training Valet services to keep your internal communications focused and timely,
- Curated equipment selections for reliable and cost-effective laptops, desktops, networks, and printers
- Ongoing support and services to help you stay productive and secure anywhere,
- Always-modern datacenter with Microsoft Office 365 and Azure
- App development and customization to meet unique needs of your business and operations
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