Dynamics 365 Sales Copilot is an AI-powered assistant designed to boost the productivity and efficiency of sales teams. Integrated seamlessly into Dynamics 365 Sales, Copilot offers a range of features that simplify daily tasks and provide actionable insights.
Record Summarization: Copilot provides quick summaries of opportunity and lead records, highlighting recent changes to keep users updated. This ensures that sellers are always informed about the latest developments.
Meeting Preparation: Copilot compiles relevant information from associated records and presents the latest news about accounts. This feature helps sellers prepare for meetings with valuable insights and conversation starters.
Pipeline Management: Copilot displays open opportunities sorted by the estimated close date and provides summaries of leads or opportunities, focusing on those updated within the last seven days. This helps sellers prioritize their efforts and stay on top of their sales pipeline.
New Leads and Communication: Copilot lists newly assigned leads, enabling sellers to engage with them promptly. It also offers summaries of notes from past meetings and the latest email threads related to upcoming meetings, ensuring thorough preparation.
Unanswered Emails: Copilot can list unanswered emails that meet specific criteria, such as those containing buying intent or action items, ensuring no important communication is overlooked. This feature helps sellers follow up on critical emails and maintain effective communication with prospects and customers.
By leveraging these capabilities, Dynamics 365 Sales Copilot empowers sales teams to work more efficiently and effectively. The AI-driven insights and automated features provided by Copilot streamline sales processes, allowing sellers to focus on building relationships and closing deals.
For more detailed information and step-by-step guidance on utilizing Copilot in Dynamics 365 Sales, visit the Copilot in Dynamics 365 Sales Overview.