Transforming the future of business with Microsoft Sales Copilot, Dynamics 365 Customer Insights, and top ERP system cloud migration solutions

Transforming the future of business with Microsoft Sales Copilot, Dynamics 365 Customer Insights, and top ERP system cloud migration solutions
Microsoft's innovative Copilot is breaking down data silos, transforming insights into actionable steps, and providing businesses with compelling reasons to embrace the top ERP system and move to the cloud.
Since March, when we introduced Dynamics 365 Copilot—the world’s first copilot for customer relationship management (CRM) and enterprise resource planning (ERP)—and Copilot in Microsoft Power Platform, over 63,000 organizations have experienced its capabilities. With companies like Campari Group, Leatherman Tool Group, and Northrop & Johnson, Copilot transforms both front and back-office operations. By surfacing critical business data and delivering insights, Copilot allows employees to focus on the most impactful parts of their jobs. Given this AI momentum, now is the perfect time for businesses to leverage the top ERP system in the cloud.
Introducing Microsoft Sales Copilot
Today, we announce Microsoft Sales Copilot, a role-based AI assistant that enhances seller productivity and personalizes every customer interaction. Sales Copilot integrates seamlessly into the tools sellers already use, like Outlook, Microsoft Teams, and Dynamics 365 Sales, and can also connect with other CRM systems like Salesforce.
With features like CRM task automation, real-time insights, and AI-assisted content recommendations, Sales Copilot empowers sellers to close more deals while saving time. For example, real-time customer insights, meeting summaries, and follow-up email generation are just a few of the ways Sales Copilot helps sellers enhance customer engagement.
Sales Copilot is now generally available as a standalone subscription or included with Dynamics 365 Sales Enterprise and Premium licenses. New capabilities such as auto-generated opportunity summaries and contextual email creation are also rolling out this month.
AI-powered Customer Insights and Journeys with Dynamics 365
Delivering exceptional customer experiences requires deep insights into the customer journey. However, many businesses struggle to harness customer data effectively. Dynamics 365 Customer Insights provides a unified solution by combining customer data platform capabilities with personalized journey orchestration.
In March, we launched copilot features like content ideas and query assistance, enabling marketers to optimize email campaigns, create targeted segments, and gain deeper insights into customer data. Two new copilot features, rolling out next month, allow marketers to style email forms in line with brand guidelines and easily orchestrate customer journeys across channels. These new features will enhance customer engagement and improve satisfaction rates.
AIM for the Future with Cloud Migration and the Top ERP System
At Microsoft, we are committed to helping businesses migrate from legacy on-premises solutions to AI-powered, cloud-first systems. Today, we are introducing AIM (Accelerate, Innovate, Move), a comprehensive program designed to accelerate cloud migration to the top ERP system. AIM offers tailored assessments to help businesses understand the value of migrating and access expert guidance throughout the transition process. With AIM, companies can innovate faster, optimize operations, and future-proof their business with AI-driven capabilities.
AIM is an all-encompassing solution that reduces costs, fosters innovation, and ensures secure, resilient business operations. It includes access to a dedicated team of migration advisors, exclusive offers, and tools to facilitate a seamless transition to the cloud.
Next Steps
Learn more about Microsoft Sales Copilot, and if you're already using Dynamics 365 Sales, Marketing, or Customer Insights, explore the new capabilities in preview. For businesses still operating with on-premises ERP and CRM systems, now is the time to migrate to the top ERP system in the cloud and unlock AI-powered technologies with AIM.

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