Discover Copilot in Microsoft Dynamics 365 Sales
Sellers often struggle with manual tasks that reduce time spent with customers. This solution brief outlines how Copilot in Microsoft Dynamics 365 Sales automates key tasks — from drafting emails to generating meeting summaries and AI-based insights. Download the brief to see how Copilot boosts productivity and get in touch with Open Road Technologies to discuss how you can integrate these capabilities into your organization.
What is Copilot in Microsoft Dynamics 365 Sales?
Copilot in Microsoft Dynamics 365 Sales is an AI-powered tool designed to support sellers by automating and simplifying various tasks. It helps improve productivity through AI-generated summaries, transcripts, and emails, enabling sellers to focus more on customer interactions and less on administrative work.
How does Copilot improve communication?
Copilot enhances communication by automatically drafting emails and scheduling meetings in Microsoft Outlook, using data from Dynamics 365 Sales and Microsoft 365. It also provides AI-generated summaries of emails and meetings, which include key insights and competitor mentions, streamlining the communication process.
What benefits does AI bring to sales productivity?
AI tools like Copilot can significantly boost sales productivity. According to recent data, 70% of sellers believe that AI tools will enhance their efficiency. Copilot offers features such as streamlined meeting preparation, conversation analysis, and relationship insights, all of which help sellers manage their time better and improve customer interactions.
Discover Copilot in Microsoft Dynamics 365 Sales
published by Open Road Technologies
Open Road Technologies provides tailored IT services including cloud solutions, managed IT, and cybersecurity services. With over 25 years of experience in the greater Memphis, TN area, we offer personalized, cost-effective technology management and support to companies, helping them avoid unexpected IT problems and ensure business continuity. Our solutions are designed to facilitate predictable IT costs and efficient communication, bolstered by training for staff to recognize and respond to potential data breaches. We are family-owned and operated, meaning our reputation and name are on the line. Because of that, we take the time to get to know our customers personally and their business in-depth. It's what sets us apart from the competition.
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