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 Zakini Inc. 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 Zakini Inc.
Like toddlers that play with iPads today, we were experimenting with technology back in the 80's as kids. Technology is in our DNA and we’ve seen the digital transformation from its inception to what it is today, a world created on the internet and driven by increasingly advanced technologies.
Our goal is to become leaders in helping the world transitioning the digital revolution. That is why, we currently help companies of all sizes to leverage the latest IT solutions, working securely from anywhere, across all devices. From IT infrastructure to cloud computing, our plans are flexible and cover a wide array of managed services: Microsoft 365, Cybersecurity, Voice Solutions, Networking, Video Surveillance, Smart Access Control, Virtual CIO and more.
Plan your IT strategy easily when you outsource your IT department with us and keep your costs under control avoiding surprises with flat rates and predictable expenses.
In case you haven’t heard of the word Zakini before, it sets our standards easy and straight to the point: Go forward. Move ahead. Be first.