Implement AI-driven improvements for sellers & customers with Microsoft Dynamics 365 Sales Copilot

by | Nov 29, 2023

Small and medium-sized businesses must identify ways to stay ahead of their competition by empowering their sellers to provide clients with a high-quality customer experience. Artificial intelligence (AI) allows these organizations to optimize their sales processes to revolutionize employee productivity, seller efficacy, and customer experiences. We take on the heavy lift of implementing and managing IT solutions so that our customers can start reaping the benefits of the AI capabilities available in Dynamics 365 Sales Copilot. Let’s take a look at how we guide you to realize the benefits of Dynamics 365 Sales Copilot faster to enhance seller and customer experiences.


Empower sellers with next-generation AI

      • Automate email replies, meeting summaries, and call invites to reduce time spent on administrative tasks.
      • Gain real-time insights with suggested next steps and notifications for stalled or at-risk deals.
      • Qualify leads with AI-based scoring models and opportunity summaries to quickly advance opportunities.
      • Deliver more relevant content to leads with AI recommended content based on customer data.

Revolutionize how work gets done

      • Automate the manual work of updating CRMs, spreadsheets, and reports so sellers can focus on closing deals.
      • Simplify collaboration across departments with the native Microsoft Teams integration to remove barriers that impact productivity.
      • Improve reporting and decision-making with accurate forecasting through real-time visibility of all active deals.
      • Implement AI-powered guided selling with access to up-to-date insights on customer emotions, priorities, and competitor mentions to streamline seller training.

Build personalized and connected customer journeys

      • Automate audience segmentation creation with AI to ensure that email campaigns target the most relevant leads.
      • Unify all transactional, demographic, and behavior data in one platform with integrations with third-party apps for an always up-to-date customer profile.
      • Use the visual journey builder to create a seamless customer experience across marketing, sales, and service touchpoints.
      • Maintain customer trust by honoring their data consent choices with automatic updates to ensure compliance with privacy regulations.

As a Microsoft partner, we help small and medium-sized businesses like yours identify the selling and business challenges that the AI features of Dynamics 365 Sales Copilot can solve.


For more information contact Michelle Work at | Dynamics 365 Copilot with D365 Sales