EY redefines CRM with Dynamics 365 Sales and Sales Agent in Microsoft 365 Copilot
Sales teams often struggle when CRM systems cannot keep pace with modern selling. This customer story video shows how EY uses Dynamics 365 Sales and Sales Agent in Microsoft 365 Copilot to improve insights and streamline sales work. Watch the video to see how AI-powered CRM helps teams focus more time on customers and opportunities.
What is EY doing with Dynamics 365 Sales and Microsoft 365 Copilot?
EY is working with Dynamics 365 Sales and the Sales Agent in Microsoft 365 Copilot to redefine how CRM is used day to day. Instead of sellers spending a lot of time on manual data entry, these tools help:
- Capture and organize CRM data more automatically
- Surface insights inside Microsoft 365 where sellers already work (email, meetings, documents)
- Free up seller time so they can focus more on building and maintaining customer relationships
The goal is to reimagine CRM as a relationship-enablement tool rather than just a system of record.
How does Sales Agent in Microsoft 365 Copilot help sellers day to day?
The Sales Agent in Microsoft 365 Copilot is designed to sit inside the tools sellers already use and make CRM tasks lighter. In practice, this means it can:
- Assist with data entry into Dynamics 365 Sales so sellers spend less time updating records
- Pull CRM context into everyday workflows (for example, bringing account details into email or meeting prep)
- Help sellers stay organized around opportunities, contacts, and follow-ups
By reducing the manual work around CRM, the Sales Agent helps sellers focus more on conversations and relationships with customers.
What business value can we expect from this CRM approach?
Using Dynamics 365 Sales together with the Sales Agent in Microsoft 365 Copilot helps organizations rethink how sales teams spend their time. Key areas of value include:
- More time for selling: Automating and simplifying data entry means sellers can allocate more of their day to customer conversations and deal progression.
- Better use of CRM data: When CRM information is surfaced directly in Microsoft 365, it becomes easier for sellers to act on insights in real time.
- Stronger customer relationships: With less administrative overhead, sellers can invest more effort in understanding customer needs and building long-term relationships.
Overall, this approach aims to reshape CRM from an administrative burden into a practical sales assistant that supports both productivity and relationship-building.
EY redefines CRM with Dynamics 365 Sales and Sales Agent in Microsoft 365 Copilot
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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