Leverage the power of AI with Copilot in Dynamics 365 Sales

Sales teams constantly seek ways to scale their operations without sacrificing productivity and effectiveness. Dynamics 365 Copilot is designed to alleviate these challenges by integrating AI-powered insights and actions into Dynamics 365 Sales. With its focus on empowering sellers to maximize their workflow and spend more time with their customers, Copilot for D365 Sales is set to revolutionize the sales landscape. In this blog, we will explore what Copilot in Dynamics 365 Sales is, its benefits, and its impressive capabilities.

Copilot in Dynamics 365 Sales is an advanced AI assistant designed to enhance the productivity and efficiency of sales teams. Embedded within the Dynamics 365 Sales platform, Copilot provides sales professionals with real-time, intelligent insights and assistance directly within the tools they use daily. Its intuitive chat interface allows sellers to quickly access summaries of opportunity and lead records, stay updated on recent changes, and prepare for meetings. One of D365 Copilot’s standout features is its natural language processing capability, enabling users to interact with the system conversationally, making it easy to retrieve information without navigating complex menus. 

Key features and benefits of Copilot in Dynamics 365 Sales:

• Quick summaries: Provides fast, comprehensive summaries of opportunity and lead records, helping sellers stay on top of their tasks and customer interactions.
• Real-time updates: Keeps sellers informed about recent changes to their records, ensuring they have the latest information before meetings or follow-ups.
• Meeting preparation: Assists in preparing for meetings by compiling relevant data and insights, enabling more productive and focused interactions with clients.
• Natural language interaction: Users can interact with Copilot using natural language, making it easy to retrieve information without complex commands or searches.
• Integration with Microsoft 365: Available as an add-in for Outlook and an integrated app in Teams, allowing sellers to capture, view, and update customer data within the apps they use every day.

Copilot in Dynamics 365 Sales serves as a powerful AI-driven ally for sales teams, streamlining their workflows, enhancing their productivity, and ultimately driving better sales outcomes.

One of the standout capabilities of Copilot in Dynamics 365 Sales is its natural language search functionality, designed to significantly improve productivity for sales teams. This feature allows sellers to interact with their CRM data using conversational language to obtain real-time insights and streamlined workflows. By simply asking questions in natural language, sellers can access a wealth of information and insights from Dynamics 365 Sales, making it easier to manage sales activities, nurture customer relationships, and drive sales success.

As a seller, you can ask data-based or sales-specific questions:

• Data-based: For example, you can ask “What’s Contoso’s annual revenue?”, “Who is the owner of Alpine Ski House?”, and “Show me all my opportunities that are closing this month.”
• Conversion rates: For example, you can ask, “What is my lead conversion rate for the last quarter?”
• Deal cycle: For example, you can ask, “What is the average deal cycle for my opportunities?”
• Pipeline with filters: For example, you can ask, “Show my pipeline with deals closing in the next 30 days.”
• Deal sizes and value: For example, you can ask, “Display open deals with deal size greater than 10,000.”

Empowering sellers with enriched information, Copilot in Dynamics 365 Sales offers advanced summarization capabilities that streamline lead and contact management. By integrating data from Dynamics 365 Customer Insights, D365 Copilot enables sellers to engage in personalized, data-driven conversations, thus enhancing lead nurturing and customer relationship management. This feature helps sellers gain a competitive edge by providing comprehensive insights from various data sources within and outside the CRM.

Key features and benefits:

• Enriched lead summaries: Leverage profile information from Dynamics 365 Customer Insights to enhance lead data, discover missing information, and enable personalized engagement.
• Comprehensive contact summaries: Access summarized histories of deals, contact preferences, recent communications, and LinkedIn updates to better prepare for meetings.
• Proposal summarization: Automatically summarize lengthy proposals to understand key points like budget, authority, need, and timeline, ensuring effective and informed customer interactions.
• AI-generated account summaries: Quickly access consolidated account overviews, including buying behavior, opportunities, leads, and the latest news, to prioritize work and engage customers more effectively.

With these summarization capabilities, sellers can focus more on building relationships and closing deals, rather than sifting through scattered data.

Copilot in Dynamics 365 Sales offers robust email assistance features designed to enhance your communication efficiency. By leveraging AI-generated suggestions, D365 Copilot helps you compose and send email messages with ease. Whether you’re drafting a new email or replying to an existing one, Dynamics 365 Copilot provides content suggestions based on your input, recent emails, and related information, saving you valuable time and effort.

Key features and benefits:

• AI-generated email drafts: Receive suggested content while composing or replying to emails, with options to use predefined response categories or input your own text.
• Email summaries: Summarize email conversations and easily copy the summaries as notes to records, reducing manual updates and potential errors.
• Unanswered email alerts: Stay on top of important communications by asking Copilot to display emails that need a reply, ensuring no critical message is overlooked.

With these email assistance capabilities, D365 Copilot helps you maintain efficient and accurate communication, allowing you to focus more on nurturing relationships and closing deals.

Integrated seamlessly with SharePoint, Copilot in Dynamics 365 Sales offers invaluable assistance by recommending relevant documents related to your sales records and answering product-related inquiries directly from SharePoint documents. This feature eliminates the need to toggle between apps, ensuring you have vital information readily available at your fingertips. With Dynamics 365 Copilot, you can significantly enhance your productivity and knowledge retention, enabling quicker decision-making, reducing response times, and enriching customer interactions.

Key features and benefits:

• Product content recommendations: Receive contextual content recommendations based on the products included in opportunities, sourced from SharePoint, to enhance meeting preparations and deepen customer connections. Access the latest product and account-related information, such as brochures, pricing, and specifications, stored in SharePoint, directly within the Copilot interface.
• Answers from sales documents: Get quick answers based on information stored in SharePoint documents by simply chatting with Copilot in Dynamics 365 Sales, streamlining decision-making and improving customer interactions.

The Meeting Insights feature in Copilot for Dynamics 365 Sales provides comprehensive preparation notes that consolidate essential meeting information like customer backgrounds, opportunities, and key documents. This eliminates the need to spend hours digging through emails and files, allowing you to focus on strategizing and connecting with customers, improving the effectiveness of your meetings.

Key features and benefits:

• Outlook integration: Import meeting details from Outlook directly into Dynamics 365 Sales.
• Upcoming meetings overview: Fetch meetings scheduled for the next 24 hours and the next 7 days, ensuring you are always prepared.
• Detailed meeting overviews: Receive comprehensive overviews that include meeting details, associated opportunities, and any open tasks or cases related to those opportunities.

Meeting Insights ensures you are well-prepared for each meeting, enhancing your ability to engage with customers and manage opportunities effectively.

With Copilot in Dynamics 365 Sales, you can easily stay informed about the latest changes to your sales records. By asking D365 Copilot for updates, you can get a list of newly assigned records or any recent changes to your leads and opportunities. Use predefined prompts or ask questions in natural language to stay on top of your pipeline and ensure you’re always informed.

With Copilot in Dynamics 365 Sales, you can explore:

• What’s new with my sales records: Get a list of recently updated sales records.
• What’s newly assigned to me: See a list of leads and opportunities assigned to you in the last 15 days.
• Get recent changes to a lead or opportunity: Review updates to your opportunity or lead records from the last seven days or since your last login.

Copilot in Dynamics 365 Sales is a transformative tool that leverages AI to enhance the productivity and effectiveness of sales teams. By integrating real-time insights, natural language processing, and advanced summarization capabilities, Dynamics 365 Copilot helps sellers focus on what matters most—building relationships and closing deals. From streamlining communication to providing comprehensive meeting preparation notes, D365 Copilot ensures that sales professionals have the support they need to succeed.

To learn more about the AI capabilities in Dynamics 365 Sales, or for help optimizing your system, contact Rand Group today.