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Copilot in Dynamics 365 Sales

Transforming Sales Process with Copilot in Dynamics 365 Sales

June 26, 2024

According to a recent study, up to 70% of a sales professional’s time is spent on non-selling tasks, hampering the quality of their interactions with customers. With the introduction of Copilot in Dynamics 365 Sales, integrated with Dynamics 365 Sales, Microsoft is revolutionizing the sales process by leveraging innovative AI-enriched experiences to support sellers throughout the sales journey.

By empowering sales teams to transform from merely following leads and opportunities to becoming trusted advisors who can predict and support customer needs, Copilot for Sales aims to enhance productivity, improve sales efficiency, and ultimately elevate the seller experience through AI-driven process transformation. This article delves into the latest features of Copilot for Sales, shedding light on how it can streamline sales processes, cultivate customer relationships, and expedite deal closures for businesses of all sizes.

Microsoft Copilot for Sales in Dynamics 365 Sales

Microsoft Copilot for Sales is an AI assistant designed to empower sales professionals to maximize productivity, enhance customer experiences, and drive successful outcomes by leveraging AI and sales insights from their CRM platform within the Microsoft 365 productivity tools they use daily.

Key Features and Integration

Maximize Seller Productivity

  • Empowers sellers to work more efficiently within their daily tools such as Outlook, Teams, and other Microsoft 365 apps.
  • Provides AI-generated insights to identify and act on sales trends and opportunities.
  • Streamlines processes, creates personalized sales content, and keeps CRM data fresh and accurate.

Enhance Team Collaboration

  • Facilitates the creation of team deal rooms (collaboration spaces) in Microsoft Teams with data and files from the CRM, accessible from Microsoft Copilot for Sales in Outlook or directly from the Dynamics 365 Sales app.
  • Enables the sharing of linked CRM records in a Microsoft Teams conversation.

Personalize Customer Engagements

  • Generates sales meeting preparation briefs in Microsoft Word by pulling data from the CRM platform and Microsoft Graph.
  • Provides AI assistance to add contacts, update CRM records in Outlook and Teams, and sync data to the CRM platform.
  • Offers Copilot-generated opportunity summaries and CRM record information in Outlook and Teams.

Customize for Your Needs

  • Connects with Microsoft Dynamics 365 Sales and Salesforce Sales Cloud and can be configured to connect to other sales solutions.
  • Includes Copilot for Microsoft 365, allowing organizations to benefit more broadly from productivity enhancements across their workflows.

Integration with Microsoft Dynamics 365 Sales

Seamless Integration: Integrates seamlessly with Microsoft Dynamics 365 Sales, enabling sellers to work more efficiently and improve customer experiences with email assistance, personalized sales content creation, AI-generated insights, and recommendations for next steps.

Customization: Allows customization according to the business needs and can be configured to connect to other sales solutions.

Supported Functionality: Allows saving Outlook emails and appointments to Dynamics 365, provided server-side synchronization for emails and appointments is enabled.

Business Benefits of Copilot AI in Dynamics 365 Sales

The business benefits of using Copilot in Dynamics 365 Sales are multifold, as evidenced by the following key advantages:

Enhanced Productivity

  • Productivity Boost: Users experienced a 70% increase in productivity, with 29% faster completion of various tasks and the ability to catch up on missed meetings nearly 4 times faster.
  • Time Savings: 64% of users reported spending less time processing emails, and 75% stated that Copilot saved them time by finding necessary information in their files.

Improved Data Accuracy

  • Automated Data Handling: Copilot streamlines data management by extracting pertinent details from emails, calendars, and other sources, subsequently updating CRM records as needed.

Personalized Customer Interactions

  • Actionable Insights: Copilot provides deep customer insights, allowing for tailored interactions that resonate on a personal level, thereby enhancing customer satisfaction and loyalty.

Streamlined Lead Management

  • AI-Driven Lead Scoring: Copilot scores leads based on engagement history, demographic data, and buying signals, empowering sales teams to pinpoint potential prospects effectively.

Enhanced Sales Forecasting

  • Predictive Analytics: The tool utilizes predictive analytics for precise sales projections and improved resource management, leading to opportunities for upselling and cross-selling, ultimately boosting revenue growth.

Real-time Guidance

  • Smart Decision-making: Access to real-time suggestions empowers sales teams to make smarter decisions during customer interactions, ultimately enhancing the complete customer journey.

Seamless Integration with Other Microsoft Apps

  • Unified Platform: Integration with various Microsoft apps enhances the value proposition of Copilot in Dynamics 365 Sales, providing a unified platform for communication, collaboration, and data-driven decision-making.

Installing Copilot on Dynamics 365 Sales

Follow these steps to install Copilot in Microsoft Dynamics 365 Sales:

Check that the prerequisites are met

  • Make sure you own a licence for Dynamics 365 Sales Enterprise or Premium.
  • Verify your role as System Administrator.

Enable the Copilot Capabilities

  • Navigate to the Change section located in the bottom left corner of the Sales Hub app page and choose App Settings.
  • Choose “Copilot” from the “General Settings” menu.
  • You may activate Copilot’s features or test out the latest preview on the Set-up Copilot in Dynamics 365 Sales page.

Give Your Consent for Data Movement

  • You will need to grant permission for data movement between regions in the Power Platform admin centre if your region doesn’t have an Azure Open AI Service endpoint.

Personalise Copilot AI

  • You have the ability to configure fields in order to generate summaries and lists of recent changes according to the requirements of your business.

Dynamics 365 Sales Copilot AI Pricing

With an annual commitment, the pricing of Microsoft Dynamics Copilot for Sales is $50 per user/month. In addition to Microsoft Dynamics 365 Sales, it integrates seamlessly with Salesforce Sales Cloud. Its adaptability allows for easy configuration to integrate with other sales solutions.

Before purchasing Microsoft Sales Copilot, check the eligibility requirements.

Enterprise clients are required to purchase a licence for either Microsoft 365 E3 or E5. Business clients are required to have a licence for Microsoft 365 Business Premium or Microsoft 365 Business Standard, or any version of these suites (with the exception of Microsoft Teams).

Conclusion

Copilot in Dynamics 365 Sales offers a comprehensive set of benefits, including increased productivity, improved data accuracy, personalized customer interactions, streamlined lead management, enhanced sales forecasting, real-time guidance, and seamless integration with other Microsoft apps. These advantages collectively contribute to driving efficiency, accuracy, and growth within sales operations.

As a trusted Microsoft Solutions Partner, Techcronus helps businesses harness the full potential of Dynamics 365 Sales with Copilot. Our team of experts specializes in configuring and customizing Dynamics 365 Sales with Copilot to suit your organization’s unique requirements.

With Techcronus, elevate your sales operations to new heights with the power of Dynamics 365 Sales and Copilot.

Tags copilot, Copilot in Dynamics 365 Sales, Copilot in Microsoft Dynamics, Copilot in Power BI, Microsoft Copilot, Microsoft Sales Copilot

By TechcronusAdmin

Techcronus is a worldwide supplier of Enterprise Business Solutions and Custom Software Development Services, with locations in the USA, Australia, and India. It has accomplished the successful delivery of over 800 projects to start-ups, SMBs, and well-known brands, such as Starbucks, Unilever, and IKEA. The firm's areas of expertise include Microsoft Dynamics 365 ERP/CRM solutions, Web Development, Business Applications Management (.NET and DevOps), Mobile Development (Native, Hybrid, Blockchain), Staff Augmentation, Product Development & Support, and UI Design and UX.