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Copilot in Dynamics 365 Sales
Copilot in Microsoft Dynamics 365 Sales helps sellers
- Automate and reduce the time spent on daily operations,
- Generate quick email and chat responses to customers,
- Create a summary of an online/offline meeting with the product, pricing information, and insights,
- Help increase lead generation, quote creation, and more with analyzed numbers, prompts, etc.
- Analyze customer data to identify patterns and trends for insights that can help close more deals, prioritize tasks, and increase productivity
A salesperson working on a lead for a potential customer can use Copilot with Dynamics 365 Sales to summarize the customer’s needs and pain points and derive relevant information from the customer’s company website. The customer’s previous interactions with the company can also be summarized and suggested as talking points for an upcoming meeting.
Copilot can identify patterns and trends, such as which products are selling well, which customers are most likely to close, and from which area. This could be used to analyze the sales pipeline. Microsoft uses Azure OpenAI to build the copilot module.