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 Netbase Solutions Pty Ltd 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 Netbase Solutions Pty Ltd
Established in 2010, NETbase Solutions brings a wealth of experience across strategic, consultative and support services. We help enable collaboration, integration, and productivity using Microsoft cloud platforms such as: Microsoft 365, and Dynamics 365.
We are the Sunshine Coast Microsoft Partner specialising in Microsoft Office 365.
Our team of professionals revolutionise your business with thought leadership and brilliant outcomes.
To get more value from Microsoft 365, we have enabled remote working, enhanced security and compliance while keeping you up to date. Microsoft 365 brings together all the applications in the Microsoft Office stack into one simple platform.
To learn more, please visit netbasesolutions.com
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