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 Predictive Technologies, Inc. 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 Predictive Technologies, Inc.
About Predictive Technologies - Predictive Technologies is a leading provider of IT Service Management and Management Consulting services. With delivery focus in applications, database management, middleware and appliances of converged software+hardware. Our customers seek accelerated adoptions to project delivery and IT operations management of their business applications offered through our managed service offerings. Using an ITIL service methodology, PTi provides the service value necessary for our customers to deliver consistent results to their business units and end customers. With Global Customers in manufacturing, high-tech, financial services, retail and entertainment industries our delivery teams can meet your projects needs. Providing "the right fit" as trusted advisor and partner to your organization.
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