An experienced agile delivery lead.

Microsoft has recently announced they are introduced new and powerful AI features with their suite of cloud products in particularly Dynamics CRM

So what does this mean for you?

1. For Sellers: Sales Copilot is specifically designed for sellers, aiming to empower them to increase productivity and personalize customer interactions to improve their ability to close more deals. It is a companion tool that can be accessed in the tools where sellers work, such as Outlook, Microsoft Teams, or Dynamics 365 Sales.
2. Integration with CRM Systems: Sales Copilot is not limited to Microsoft’s own CRM system, Dynamics 365 Sales; it can also connect to other CRM systems like Salesforce, making it versatile and adaptable to different sales environments.
3. AI-Powered Insights and Automation: The tool offers AI-powered, real-time insights to sellers, including top opportunities and customer opportunity summaries. It saves time with CRM task automation, generating auto-generated email or meeting summaries, and assisting with customer follow-ups by suggesting AI-assisted content and recommendations.
4. Positive Impact on Productivity: Early results from Microsoft’s own sales organization indicate that Sales Copilot has had a positive impact on productivity. According to surveyed sellers, 85 percent reported completing tasks faster, and 70 percent found that Sales Copilot helped them improve productivity.
5. New Capabilities: The article announces new capabilities for Sales Copilot, which include auto-generated opportunity summaries inside Dynamics 365 Sales, the ability to create contextual emails utilizing customer CRM data, a summary view for customer meetings that includes account information and recent notes, and real-time tips and suggested answers during Teams meetings, triggered by competitor or brand mentions by customers.

Overall, Sales Copilot aims to streamline and enhance the seller’s experience by providing them with real-time insights, automating tasks, and facilitating personalized customer interactions across various platforms and CRM systems.