Four New Features in Copilot for Dynamics 365 Sales


In today’s dynamic sales landscape, time is precious, and efficiency is king. Sellers juggle complex relationships, mountains of data, and ever-evolving customer expectations. That’s where Copilot, the AI-powered assistant integrated into Dynamics 365 Sales, steps in. It’s not just a sidekick – it’s a game-changer, designed to boost productivity, streamline workflows, and empower sellers to focus on what they do best: building relationships and closing deals. 

Forget about mundane tasks and information overload. Copilot cuts through the clutter, surfacing key customer insights, suggesting next steps, and even automating tedious processes. Think of it as your intelligent right-hand person, whispering actionable recommendations in your ear as you navigate the sales journey. 

Here’s how Copilot supercharges your sales force:

  • Save Time Like a Boss: No more hours lost on data entry or manual reporting. Copilot automates repetitive tasks, freeing you to focus on high-impact activities.
  • Focus on What Matters Most: Leave the data analysis to Copilot. It provides clear, concise summaries of customer information, so you can spend more time building trust and nurturing relationships.
  • Make Smarter Decisions: Ditch the gut feelings and embrace data-driven insights. Copilot analyzes trends, identifies opportunities, and recommends actions based on real-time intelligence.
  • Stay Connected, Always: Whether you’re in the office or on the go, Copilot keeps you connected to your customers and data. The mobile app gives you seamless access to essential information and actions, so you never miss a beat.

Copilot is more than just a collection of features. It’s a paradigm shift in the way you sell. It’s about unlocking your full potential and achieving sales success with greater efficiency, confidence, and focus. In this blog post, we’ll go through new Copilot features within Dynamics 365 Sales that were released within Microsoft’s 2023 Wave 2 Release.

Further Reading: Introducing new Copilot experiences to boost productivity and elevate customer experiences across the organization. 

Find the Perfect Content Instantly with Dynamics 365 Copilot

Ever been scrambling to find the right product information just before a customer call? Gone are the days of frantically searching through folders and emails! Dynamics 365 Copilot’s new “Boost your sales with product content recommendations” feature supercharges your sales game by putting the right resources at your fingertips, exactly when you need them.

Here's the magic:

  • Personalized content, instant access: Copilot analyzes the specific products involved in each opportunity and surfaces relevant brochures, presentations, and other resources directly within your workflow. No more digging through endless folders or guesswork about what materials will resonate with your customer. 
  • Saving time for deeper connections: Say goodbye to pre-meeting stress and wasted preparation hours. Copilot saves you valuable time by readily suggesting the most effective content, allowing you to focus on building stronger customer relationships and delivering impactful presentations. 
  • Seamless integration, laser focus: Forget context switching and information overload. Copilot seamlessly integrates with your existing workflow, providing recommendations within your familiar Dynamics 365 interface. This keeps you focused and avoids losing momentum before every crucial customer interaction. 

Admins, empower your sellers:

Fuel the content engine: Configure any knowledge source, like SharePoint, to feed Copilot with your organization’s product-specific content. This ensures your sellers have immediate access to the latest and most relevant resources. 

Sellers, unleash your productivity:

  • Copilot as your content sherpa: Leverage Copilot’s smart prompts and suggestions to effortlessly retrieve the perfect product materials for any situation. It’s like having a built-in research assistant, always ready to guide you to the most impactful resources. 

Boost your sales with product content recommendations: It’s not just a feature, it’s a game-changer. Experience the difference of having the right information at your fingertips, every time.  

Infographic that shows how to find the perfect content instantly with Dynamics 365 Copilot
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Unlock Deeper Connections: AI-Powered Content Recommendations

Remember the days of sifting through endless content libraries, searching for that perfect piece to captivate your audience? Those days are over! Dynamics 365 Copilot’s “Elevate your customer engagement with AI-recommended content” feature leverages the power of generative AI to curate and adapt the ideal materials for every customer interaction, transforming your presentations and conversations into dynamic experiences. 

Here’s why it matters: 

  • Contextually relevant, effortlessly found: Copilot analyzes the specific context of your customer engagement, including the customer’s needs, the stage of the deal, and any relevant discussions. Based on this, it surfaces a selection of highly relevant documents, blogs, articles, and more – all carefully chosen to resonate with your audience and drive your message home. 
  • Time saved, focus amplified: Forget pre-meeting content marathons. Copilot saves you valuable time by doing the heavy lifting, identifying the most impactful resources and even summarizing them for quick consumption. This lets you focus on what truly matters – building deeper connections and engaging your customers in meaningful conversations. 
  • Natural language search, seamless integration: No more cryptic keyword searches or clunky interfaces. Copilot understands natural language, allowing you to find the perfect content using phrases and terms similar to how you’d talk to your customer. Plus, the recommendations appear directly within your existing Dynamics 365 workflow, keeping you in your familiar environment and on track. 
  • Content on-demand, even during calls: Need the perfect piece of collateral in the heat of a conversation? Copilot’s got your back. Access relevant content recommendations right during customer calls, share them instantly with a click, and watch your discussions reach new heights of engagement. 

Boosting revenue, one interaction at a time: By ensuring your sellers have access to the most impactful content at every touchpoint, “Elevate your customer engagement with AI-recommended content” has the potential to significantly boost your sales success. Imagine closing deals with greater ease, nurturing leads more effectively, and fostering stronger customer relationships – all thanks to the power of AI-powered content curation. 

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Conquer Chaos: Streamline Follow-Ups with Copilot’s Email Actions

Remember the inbox avalanche? Drowning in unread emails, scrambling to recall what action needs to be taken on which thread? Dynamics 365 Copilot’s “Follow up on emails using recommended actions” feature comes to the rescue, transforming your inbox into a springboard for productivity. 

Here’s why it matters: 

  • Say goodbye to mental notes: No more frantically jotting down action items after every email. Copilot analyzes your incoming messages, automatically identifying tasks like scheduling follow-up meetings, revising quotes, or sending additional information. It’s like having a built-in personal assistant, always keeping you on top of every email thread. 
  • Stay organized, achieve more: Forget missed deadlines and forgotten tasks. Copilot seamlessly integrates with your workflow, populating all identified action items in the convenient Up-Next widget. This single, consolidated view keeps you organized and ensures every task gets the attention it deserves. 
  • Reminders that keep you accountable: Life gets busy, things happen. Copilot understands. That’s why it not only identifies tasks but also sends timely reminders to keep you on track. No more missed deadlines or urgent scramble moments – Copilot gently nudges you to complete tasks and stay on top of your game. 

By taking the tedious work out of managing email correspondence, this feature frees you to focus on what truly matters – building relationships, closing deals, and exceeding expectations. Imagine a world where your inbox empowers you, not overwhelms you. That’s the future of email, powered by Copilot. 

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Ace Every Meeting: AI-Powerered Prep Notes with Dynamics 365 Copilot

Imagine this: walking into a customer meeting brimming with confidence, armed with the perfect discussion points gleaned from scattered data. Gone are the days of frantically scrambling for information just hours before a crucial interaction. Dynamics 365 Copilot’s “Gear up for meetings with AI-generated preparation notes” feature harnesses the power of generative AI to transform your meeting prep, ensuring you always bring your A-game. 

Here’s why it matters: 

  • Data-driven insights, effortless access: No more wrestling with multiple systems to piece together customer information. Copilot acts as your intelligent research assistant, gathering key data points from emails, notes, and other sources, and consolidating them into a concise, digestible summary. Walk into your meeting with the right context, the right facts, and the confidence to impress. 
  • Focus on what truly matters: Ditch the information overload. Copilot prioritizes the most relevant information, highlighting key conversation points based on your relationship with the customer and the current stage of the sales cycle. This laser focus lets you skip the fluff and ensure your discussions are impactful and meaningful. 
  • Informed decisions, engaging conversations: With readily available insights at your fingertips, you can make informed decisions on the fly and confidently navigate any discussion. Copilot fosters active participation, allowing you to ask insightful questions, address customer concerns, and close deals with greater ease. 

Making every minute count: By streamlining your meeting prep and equipping you with actionable insights, “Gear up for meetings with AI-generated preparation notes” empowers you to maximize every customer interaction. Imagine arriving at every meeting prepared, confident, and ready to win – that’s the Copilot advantage. 

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Conquer your Deal Overload: Stay Laser-Focused with AI-Powered Summaries

Juggling multiple deals can feel like a juggling act in a data blizzard. Sifting through scattered information across systems, remembering key customer details, and prioritizing tasks – it’s enough to make any sales head spin. But Dynamics 365 Copilot’s “Stay on top of your deals with AI-generated opportunity summaries” feature throws you a life raft in this information ocean. 

Here’s why it matters: 

  • Instant insights, laser focus: No more drowning in data or wasting time digging for details. Copilot cuts through the clutter, generating concise summaries of every deal, including customer buying behavior, preferences, and past purchases. Instantly grasp the essence of each opportunity, prioritize your efforts, and tailor your approach for maximum impact. 
  • Crystal-clear communication, improved chances of success: Forget struggling to articulate complex deals to colleagues or decision-makers. Copilot summarizes the most critical aspects – customer needs, proposed solutions, and potential value – in a clear, concise format. Present your opportunities with newfound confidence and watch prospects engage more readily. 
  • Stay in the loop, effortlessly: Dealing with large, multi-team deals can be a communication juggling act. Copilot keeps everyone aligned, highlighting key changes since your last login and indicating their importance. Stay on top of every development without chasing updates, ensuring seamless collaboration and smooth deal progression. 

Effortless mastery of your deal portfolio: By providing instant insights, streamlining communication, and keeping you updated, “Stay on top of your deals with AI-generated opportunity summaries” empowers you to manage your workload strategically and close deals with greater efficiency and confidence. Imagine leaving the data drudgery behind and focusing on what truly matters – building relationships and winning customers. That’s the future of deal management, powered by Copilot. 

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Infographic that shows the future of deal management, powered by Copilot
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Gone are the days of drowning in data, scrambling for information, and feeling overwhelmed by endless tasks. Dynamics 365 Copilot is here, and it’s not just a helpful assistant – it’s a game-changer. With its arsenal of AI-powered features, Copilot empowers you to: 

  • Boost your productivity: Automate tedious tasks, find the right content instantly, and stay focused on what matters most – building relationships and closing deals. 
  • Engage customers deeper: Leverage personalized content recommendations, tailor your approach with AI-generated insights, and leave a lasting impression with every interaction. 
  • Become a master of meetings: Prepare with confidence using AI-powered summaries, stay on top of your deal pipeline with effortless summaries, and navigate every conversation with precision. 

Copilot isn’t just about checking tasks off a list; it’s about transforming the way you sell. It’s about freeing your time, unleashing your potential, and achieving sales success like never before. So, embrace the future, tap into the power of AI, and let Copilot guide you to the sales summit.  

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