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 VOX ISM 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 VOX ISM
VOX ISM is Canada’s largest Microsoft Dynamics Partner. We specialize in implementing Microsoft business solutions software including Microsoft Dynamics 365 Business Central, CRM, and Office 365. These software solutions enable our customers to compete in today’s digital landscape.
We specialize in workforce skills development and training and offer a variety of courses focussed on improving existing employee skills and teaching new ones.
We have 800+ customers and 20 years of experience in the software industry and we specialize in the Manufacturing and Distribution industries. We have experienced industry consultants including former Plant Managers, Supply Chain Managers, Schedulers, Warehouse & Distribution specialists, Sales and Marketing staff, Controllers, Accountants, and many more on board, who will set up your software implementation and train your staff for business success.
We are based in Toronto with teams across Ontario and in British Columbia & Alberta.