Dynamics 365 Sales Copilot

Simplify complex customer relationships, get AI-powered sales insights, and automate the sales process with Dynamics 365 Sales Copilot.


What Is Dynamics 365 Sales Copilot?

Copilot is an enterprise-ready AI that harnesses the power of the latest technology by combining the LLM (large language models) with your data available in Microsoft Dynamics 365 Sales. Copilot is backed by OpenAI's ChatGPT technology, leveraging sophisticated data processing and orchestration engine technology to unlock business productivity and overall effectiveness. Businesses can utilize Copilot to avail themselves of a quick summary of a call or an email, track lead records, monitor sales updates, collect data from meetings, and get the latest update about a client.

Being a smart AI assistant, Copilot comes with a chat interface that can be integrated into any Microsoft application. Using normal languages can help your team members directly capture the data in real-time from Outlook, Teams, or any other app in the Microsoft 365 ecosystem.


Enhance your Business Productivity

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.


Offer Bespoke Customer Interaction

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.


Build Sustainable Workflow

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.


Command using Simple Language

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.


Analyse Conversation

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.


Automates core Processes

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.

Dynamics 365 Sales Copilot Capabilities

Explore the core capabilities of Dynamics Sales Copilot that you can utilise to smooth your sales efforts.


Generate Quick Summaries

Track all your opportunities and lead records to generate a quick summary for an efficient sales pitch. In general, Dynamics 365 Sales builds a summary from default data, but you can add or remove fields based on relevancy to get personalised opportunity data.

Collect Data from a Meeting

Copilot is capable enough to combine and collect data from leads, opportunities, and previous communication to help you prepare for the next meeting.

Email Automation

Access the Copilot to track all emails, revert with a professional email, summarise long emails in a few lines, and get notified to send follow-up emails to different clients.

Get Client Status in Real-time

Get informed about any of the changes your client has made. You can simply ask your copilot about the latest updates, and it will give you a list of the latest changes made to a particular client’s account.

Automate Sales Processes and Maximise Productivity

Drive new business opportunities, connect internal teams, and offer a best-in-class customer experience by implementing Dynamics 365 Sales Copilot.

Dynamics 365 Sales Copilot Pricing

Sales Copilot comes standard with Dynamics 365 Sales Enterprise and Premium plans. To access Copilot in other sales plans, you need to pay a monthly subscription fee based on the user.

Dynamics 365 Sales Copilot

  • Access complete Copilot Capabilities

To access Sales Copilot in Outlook, Excel, and Microsoft Teams, you will need a product licence for Dynamics 365 or Office 365 for Enterprise. For a detailed Dynamics 365 sales pricing structure, you can check out the official Microsoft Dynamics 365 page.

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