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Copilot for Dynamics 365 Sales

Welcome to the World of AI for Dynamics 365 Sales

Simplify tasks and Generate Insights across your entire Microsoft Power Platform and Dynamics 365 CRM with the AI-powered tool.

Business Assessment
Design & Development

Microsoft Sales Copilot

Microsoft Sales Copilot is a game-changer that has significantly enhanced the CRM experience for your Sales  departments. This advanced tool integrates across the entire Dynamics 365 Sales platform including Microsoft 365, accelerating your workflow, email responses, suggested next steps and analytical insights.

Simply Tasks
  •  Leverage AI capabilities to draft emails and set up meetings in Microsoft Outlook with data from Dynamics 365 Sales and Microsoft 365

 

  •  Create AI-generated email and meeting summaries in Microsoft Teams, Outlook, and Dynamics 365 Sales. Save them directly to Dynamics 365 Sales.
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  • Eliminate notetaking with AI-generated meeting transcriptions, competitor mentions, and suggested action items directly in Microsoft Teams and Dynamics 365 Sales.
Personalize Engagement
  •  Elevate customer interactions with AI assistance for real-time suggested tips, related information, and answers to customers’ questions during Microsoft Teams calls
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  • Gain comprehensive insight from past meeting notes, emails, opportunity summaries, and action items in Outlook and Dynamics 365 Sales to prepare for meetings with customers.

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  • Improve customer engagement by analyzing conversations in Microsoft Teams and Dynamics 365 Sales with sentiment analysis and KPIs such as talk-to-listen ratio and talking speed.
Optimize Workflow
  • Elevate customer interactions with AI assistance for real-time suggested tips, related information, and answers to customers’ questions during Microsoft Teams calls
    ‍
  • Gain comprehensive insight from past meeting notes, emails, opportunity summaries, and action items in Outlook and Dynamics 365 Sales to prepare for meetings with customers.
    ‍
  • Improve customer engagement by analyzing conversations in Microsoft Teams and Dynamics 365 Sales with sentiment analysis and KPIs such as talk-to-listen ratio and talking speed.

Need a New Microsoft CRM Partner?

With change in mind, we suggest you consider hitting the proverbial “RESET BUTTON” and re-evaluate ‘where you are now’; and ‘where you want to be‘.

Need a new partner

Steve Ewing, Vice President

Phone: +1-888-257-3577 x 213
Email: sewing@purelycrm.com

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