Automate your sales processes and simplify various communication tasks with embedded AI. Get summaries of long meetings, generate sales call transpiration, and revert emails with an interactive reply with just a click.
Get real-time call or meeting insights and recommend relevant resources to clients to build strong relationships with customers. Also, leverage AI to analyse the call quality post-communication to prepare for the next call.
Connect different Microsoft apps to build a sustainable connection for efficient data workflow between Microsoft CRM and other apps. Create, update, or edit data in one application and find the changes in another.
Use your simple language to communicate with AI and get product results with just a click. You can give a command like, “Give me the summary of a meeting held with Mr. Nitesh from Dynamics Square”, and your copilot will generate the summary based on your communication.
Copilot comes with various features that help you analyse a conversation with the client based on sentiments and pre-determined KPIs. These KPIs include talking or playback speed and the talk-to-listen ratio.
There are certain processes in sales that restrict the team from achieving good performance. Copilot lets you automate such recurring and manual operations to empower businesses to focus on growth and converting more sales.
Drive new business opportunities, connect internal teams, and offer a best-in-class customer experience by implementing Dynamics 365 Sales Copilot.