Enhance Sales Productivity and Close Deals Faster with Microsoft Sales Copilot

As a sales professional, your main goal is building strong relationships with customers and gathering essential details to finalize deals. However, studies reveal that most sellers spend less than 30% of their time on actual selling tasks.[1] The rest is often spent on administrative activities like searching for information, writing emails, and updating CRM systems. To tackle this challenge, Microsoft has developed a powerful solution.
In February, Microsoft introduced Dynamics 365 Copilot, the first-ever AI-powered assistant for CRM systems. Now, we’re proud to unveil Microsoft Sales Copilot, an AI-driven tool designed to empower sellers with the insights and data they need, precisely when they need it. This tool allows sales teams to focus on what they do best—selling.
Features of Microsoft Sales CopilotSales Copilot integrates seamlessly with Microsoft Outlook, Teams, and Dynamics 365 Sales, while also offering compatibility with Salesforce. Its features are designed to boost productivity and enhance customer interactions. Key capabilities now available for preview[2] include:

• AI-Generated Lead and Opportunity Summaries for faster deal closure.
• Customer Meeting Preparation Summaries to keep you ready for every interaction.
• Real-Time Tips and Suggestions in Teams for handling customer queries.
• Contextual Email Summaries and Follow-Ups to streamline communication.

AI-Generated Lead and Opportunity SummariesSales Copilot uses advanced AI to create concise summaries of leads and opportunities, helping sellers save time and stay informed. These summaries provide a quick snapshot of the current status, progress, and potential of deals. A "catch-up" section highlights the latest updates since your last visit, ensuring you’re always prepared.

Similarly, lead summaries compile information from various sources, including CRM systems, LinkedIn[3], and Bing news. This integration streamlines lead qualification, enabling faster decision-making.

Meeting Preparation and SummariesEffective preparation is essential for productive customer meetings. Sales Copilot identifies upcoming meetings within the next 24 hours and generates a comprehensive summary of recent email conversations and seller notes. This ensures that you are well-informed and ready to discuss important topics.

After the meeting, Sales Copilot simplifies follow-ups by generating professional email summaries in both Outlook and Dynamics 365 Sales. A single click sends these summaries, keeping communication seamless and efficient.

Real-Time Coaching in TeamsDuring Teams meetings, Sales Copilot provides real-time suggestions and tips (currently in private preview) to help sellers respond to customer queries or competitor mentions. This feature ensures you’re always equipped with the right information to overcome objections and demonstrate expertise.

Email Summaries and Follow-UpsSales Copilot minimizes the time spent on email correspondence by offering AI-generated replies based on Outlook and CRM data. You can customize the tone and length to suit your customer’s preferences, fostering stronger connections.

​Additionally, it summarizes long email threads, identifies key action items, and enables saving summaries directly to your CRM with one click. By automating these tasks, Sales Copilot enhances your productivity and ensures no critical details are missed.

Collaboration SpacesCollaboration spaces in Teams provide predefined channels for seamless teamwork with colleagues and customers. These spaces integrate directly with your CRM system and are accessible via Sales Copilot, Outlook, and Dynamics 365 Sales, ensuring smooth collaboration.

Commitment to Responsible AIMicrosoft is dedicated to responsible AI and data security. Sales Copilot adheres to strict security protocols, including two-factor authentication, and ensures that AI models are not trained on customer-specific data. This tool is part of the Azure ecosystem, which offers enterprise-grade security and compliance measures.

Innovations Across Dynamics 365In addition to Sales Copilot, Microsoft continues to innovate within the Dynamics 365 ecosystem. New copilot capabilities for Customer Insights and real-time marketing are transforming how businesses engage with customers. Meanwhile, Dynamics 365 Commerce Copilot allows for the creation of SEO-optimized, engaging product descriptions to drive better online conversions.

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