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 General Technique 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 General Technique
General Technique was started over twenty years ago with a singular vision: to create a business where the customer comes first. We’ve strived every day to meet this vision, and to build our team with this mantra always in mind. Looking back, we have built a business that has deep and lasting customer relationships, with the type of trust that can only come over time. Our customers know us, and our skills, and indeed engage us to guide them with key decisions that affect not only their Information Technology, but their businesses and hence their people .
We look forward to building a lasting relationship with many more of you in the future.
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