Sales Copilot is generally available today both as a standalone subscription and included as part of customers’ existing Dynamics 365 Sales Enterprise and Premium licenses at no additional cost, with the new capabilities above rolling out this month. “At Investec, we are very excited to see how we can leverage Microsoft Sales Copilot and AI within the Microsoft stack to connect our internal teams and to enhance our understanding further of prospective and current clients to ensure we are providing a best-in-class experience.” -Dan Speirits, CRM Product Manager, Investec With this capability in the hands of our sellers, they can spend more time equipping organizations with best-in-class security solutions to help make our world a safer place.” -Philip Eklund, Vice President of Client Engagement Platform, Securitas “Opportunity summary in Microsoft Sales Copilot is a huge and important leap in our direction to save more time for our sales personnel. Get real-time tips and suggested answers during Teams meetings prompted by competitor or brand mentions by the customers to stay ready to handle objections.Prepare for customer meetings with a summary view including account information, recent notes, highlights of any issues or concerns, customer news, and more-in Outlook, Teams, or Dynamics 365 Sales.Create contextual emails that utilize customer CRM data to pull in product, customer, and opportunity information, inside Dynamics 365 Sales.Get auto-generated opportunity summaries including status, progress, and highlights of key changes, inside Dynamics 365 Sales.Today, we’re also announcing new Sales Copilot capabilities. Early results show that 85 percent of surveyed sellers report completing one or more tasks faster, and 70 percent stated that Sales Copilot helped them improve productivity. In our own sales organization at Microsoft, more than 10,000 sellers have been using Sales Copilot. Microsoft Viva Sales, announced in June 2022, kick-started our work of transforming seller experiences, and these capabilities are now part of Sales Copilot. Sales Copilot also helps sellers with customer follow-up by generating AI-assisted content and recommendations, such as contextual emails based on Outlook and CRM data. Sellers can go from one customer meeting to the next feeling prepared, armed with AI-powered, real-time insights such as top opportunities and customer opportunity summaries.

Sales Copilot saves sellers time with CRM task automation, auto-generated email or meeting summaries, and more. Designed to be a seller companion, Sales Copilot can be accessed in the tools where sellers work, whether that is Outlook, Microsoft Teams, or Dynamics 365 Sales, and connects to other CRM systems like Salesforce. Today, we are announcing Microsoft Sales Copilot-a role-based copilot designed for sellers that empowers them to increase productivity and personalize every customer interaction so they can close more deals.

Learn more Introducing Microsoft Sales Copilot

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