Microsoft Sales Copilot, now unified by Microsoft Viva Sales, is an AI powered sales “expert” that is integrated into Microsoft 365, Teams, and Dynamics 365 to enhance users' productivity and drive growth. It is a CRM companion application that streamlines for better customer relationships in your organization. It combines the power of large language models (LLMs) with data you already have in Microsoft Graph and Microsoft 365 apps-turning your words into the most productive tool there is. Sales Copilot can easily generate ideas, content, recap meetings, reduce admirative tasks, and help your sellers close more deals. Sales Copilot only enhances the skills that you already possess while also giving you the right tools to let you master what you have yet to learn.

Get AI-generated email and meeting summaries in Microsoft Teams, Outlook, and CRM. This helps sellers keep track of their interactions and follow up on action items.

Use a chat interface to get a quick summary of their opportunity and lead records, catch up on updates, prepare for meetings, and so on. This helps sellers stay on top of their sales pipeline and prioritize their activities.

Draft emails and set up meetings in Microsoft Outlook with data from the CRM and Microsoft 365. This helps sellers communicate efficiently with their customers and prospects.

Automatically capture, access, and register data into any customer relationship management (CRM) system, such as Dynamics 365 Sales. This eliminates manual data entry and gives sellers more time to focus on selling.

Get AI assistance for suggested tips, related information, and answers to customers’ questions during Microsoft Teams calls. This helps sellers personalize customer interactions and build stronger relationships.

What can you expect from our Dynamics 365 Sales Copilot Consulting Team?

We will collaborate closely with you to guarantee seamless and timely implementation for your Dynamics 365 Sales Copilot solution.

You can count on our support after the implementation process, to help you optimize the benefits of your Dynamics 365 Sales Copilot solution going forward.

Our team will dedicate time to comprehend your business' sales needs and create a tailored Dynamics 365 Sales Copilot solution that aligns with your requirements and standards.

For any limitations that are not covered under Sales Copilot our AI team can create custom Copilots for you based on Azure Open AI GPT 4 services, learn more on that here.