Boost Sales Efficiency and Close More Deals with Microsoft Sales Copilot

As a sales professional, your primary focus is on fostering relationships with clients and gathering the insights needed to secure deals. However, like many sellers, you likely dedicate less than 30% of your time to actual selling.The majority of your day is consumed by administrative tasks, such as composing emails, updating CRM systems, and searching for information. Recognizing this challenge, we’ve introduced Microsoft Sales Copilot, a role-specific AI assistant designed to transform sales productivity.
Building on the launch of Microsoft Dynamics 365 Copilot, the world’s first AI-powered CRM assistant, Sales Copilot provides sellers with essential data and insights precisely when and where they’re needed. By enabling sellers to focus on selling, it helps them achieve better results.
Sales Copilot integrates seamlessly with Microsoft Outlook, Teams, and Dynamics 365 Sales, empowering sellers to work more efficiently and deliver personalized customer experiences. It is compatible not only with Dynamics 365 Sales but also with Salesforce, making it accessible to a wider range of users.
New Sales Copilot Features (Preview)Here are the latest features available for preview:

• AI-generated lead and opportunity summaries: Simplify the sales process and accelerate deal closures.
• Meeting preparation summaries: Provide auto-generated overviews of past meetings, key notes, concerns, and CRM details.
• Real-time tips in Teams meetings: Deliver suggestions based on live discussions, such as competitor mentions.
• Email summaries and follow-ups: Generate context-aware replies and actions using data from Outlook emails and CRM systems.

Additionally, collaboration spaces in Sales Copilot are now generally available, allowing sellers to enhance their teamwork with predefined Teams channels linked to CRM systems.
AI-Generated Summaries for Leads and OpportunitiesSales Copilot leverages generative AI to provide concise summaries of leads and opportunities. These overviews include updates since the last engagement, streamlining the qualification process. Sellers can access these summaries directly in Outlook, combining CRM data, LinkedIn profiles[3], and Bing news for a comprehensive view.

Streamlined Meeting Preparation and Follow-UpEffective meeting preparation drives sales success. Sales Copilot detects upcoming meetings and compiles relevant information, such as email exchanges and recent seller notes, to keep you informed.

Afterward, it generates professional follow-up emails, saving time and ensuring quick responses.

Real-Time Coaching in Teams MeetingsDuring Teams meetings, Sales Copilot offers real-time suggestions via its Teams panel (currently in private preview). These tips help sellers handle objections and respond confidently to customer inquiries.

Email Summaries and Actionable Follow-UpsCrafting emails is simpler with Sales Copilot. Using predefined prompts or custom text, sellers receive tailored content suggestions informed by Outlook and CRM data. This functionality ensures quicker responses and more impactful communication.
Sales Copilot also summarizes lengthy email threads, identifying key action items and customer requests. These summaries can be saved to CRM systems with a single click.
Enhanced Collaboration SpacesCollaboration spaces streamline teamwork by connecting Teams channels to CRM systems. Accessible via Teams, Outlook, and Dynamics 365 Sales, these spaces enable seamless coordination with colleagues and customers.

Commitment to Responsible AIMicrosoft prioritizes safety and privacy in AI solutions. Sales Copilot operates within enterprise-grade compliance and security frameworks, ensuring customer data remains confidential. Its generative AI does not train on your business data, providing peace of mind for organizations.
Guidance features within Sales Copilot encourage users to verify suggested content, review responses, and cite sources for accuracy. This aligns with Microsoft’s principles of responsible AI, which focus on addressing misinformation and promoting data safety.
Broader Innovations Across Dynamics 365Beyond Sales Copilot, Microsoft is enhancing the Dynamics 365 ecosystem with new AI-driven features, including tools for real-time marketing and customer journey orchestration. These innovations aim to elevate the customer experience across industries.
Next StepsExperience the transformative power of Microsoft Sales Copilot and see how it can enhance your sales productivity.

• Enable Sales Copilot in Outlook and Teams: Deployment guide for Dynamics 365 customers.
• Enable Sales Copilot in Dynamics 365 Sales: Setup guide.
• Learn more: Dynamics 365 Sales 2023 Wave 2 Overview.
• Not a customer yet? Explore the Dynamics 365 Sales website for a free trial and guided tour.