In the fast-paced sales world, staying on top of leads and opportunities can be daunting. But what if you had an AI assistant to help you out? Enter Copilot, a feature in Dynamics 365 Sales that’s revolutionizing the way sales teams operate.

What is Copilot?

Copilot is an AI assistant integrated with Dynamics 365 Sales. It uses generative AI to summarize opportunities and leads, generate meeting preparation notes, and even compose emails. It’s designed to help sales teams be more productive and efficient in their daily work.

How Does Copilot Work?

Copilot features a chat interface that enables sellers to obtain summaries of their opportunity and lead records swiftly, stay updated on the latest modifications to their records, get ready for meetings, and access up-to-date news on their accounts. Sellers can converse with Copilot using natural language or employ predefined prompts to acquire necessary information.

Additionally, Copilot can summarize email exchanges and allows users to view and attach the summary as a note within a record. This functionality is especially beneficial for customer interactions via email, where manual record updates can be labor-intensive and susceptible to mistakes.

e.g., Chat with Copilot in a side pane

Simply open the Copilot side pane to get quick insights about a record, summarize other records, display recent changes, or prepare for meetings without leaving the current page.

Key Features of Copilot

Record Summarization

A standout feature of Copilot is its ability to succinctly summarize recordssuch as opportunities and leads. This summary is crafted using specific predefined fields, which your administrator can customize to tailor the summary generation process according to your needs.

Email Assistance

Email assistance is a significant feature as well. It offers suggestions for composing or responding to emails by analyzing your input, recent email exchanges, and pertinent information. You have the option to choose from preset response templates or provide custom text, upon which the AI will formulate appropriate content suggestions.

Meeting Preparation

Copilot is also instrumental in preparing for meetings. It identifies any meetings scheduled within the next 24 hours on the seller's calendar. For each of these meetings, Copilot provides a summary of the three latest notes and the most recent email related to the stakeholder's timeline.

Preparing for upcoming sales appointments.

Information assistance

With Copilot, information is always at your fingertips. There's no need to switch between apps to find what you need. Copilot can access product-related documents and retrieve answers to sales-related questions from documents stored in SharePoint.

Copilot prompt guide reference

The prompt guide in Copilot for Dynamics 365 Sales offers predefined prompts to help you gather information, ask questions, and stay on top of your tasks. Utilizing these prompts can enhance your productivity and efficiency in your daily work.

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Privacy and Security

Regarding data privacy and security, Copilot ensures robust protection. All data interactions within Copilot adhere strictly to Microsoft's data management policies. Additionally, it is important to note that customer data is not utilized for the training of Azure OpenAI or any other language models.

Conclusion

Copilot in Dynamics 365 Sales is a transformative AI tool that enhances sales team productivity by automating routine tasks and providing valuable insights. Features like record summarization, email assistance, and meeting preparation allow sellers to focus more on selling and less on administrative work. Its robust data privacy and security measures also ensure that customer information is well-protected. By leveraging the power of AI, Copilot helps sales teams operate more efficiently and effectively.

Unleashing the Power of AI with Copilot in Dynamics 365 Sales