Microsoft Copilot in Dynamics 365 Sales is an AI assistant designed to enhance the productivity and efficiency of sales teams.

Integrated into Dynamics 365 by Microsoft, Copilot helps employees deliver better customer experiences and improve overall efficiency. Here are some of its key features:

  • Record Summarisation: Quickly summarises opportunity and lead records.
  • Recent Changes: Tracks recent changes made to records.
  • Information Assistance: Fetches product-related documents and answers from SharePoint.
  • Meeting Preparation: Helps prepare for meetings by summarising relevant information.
  • Email Assistance: Generates personalised emails based on recent emails and related information.
  • News Updates: Provides the latest news about accounts.

Using natural language or predefined prompts, you can interact with Copilot through a chat interface. It’s also integrated with Outlook, Teams, and Microsoft Dynamics 365 CRM solutions, allowing you to work with customer data within these applications.

Dynamics 365 Sales Copilot Capabilities

Microsoft Copilot in Dynamics 365 Sales is an AI assistant that helps sales teams work more efficiently and improve customer experiences by integrating AI and sales insights into Microsoft 365 tools like Outlook, Teams, and Word.

Key Features of Microsoft Copilot for Dynamics 365 Sales:

  • Generates Content or Product Descriptions: Quickly creates relevant content.
  • Sparks Creativity: Helps generate new ideas.
  • Recaps Meetings: Summarises key points from meetings.
  • Helps Accomplish Tasks: Assists with various sales-related activities.

Copilot for Sales goes beyond just email assistance and customised sales content creation. It can join Teams meetings for you and provide an overview, access contacts and calendar events in Outlook, and draft your emails.

Microsoft Sales Copilot Pricing and Availability

The cost for Microsoft Dynamics Copilot for Sales is USD 50 per user per month with an annual commitment. It works seamlessly with both Microsoft Dynamics 365 Sales and Salesforce Sales Cloud, and can be configured to work with other sales solutions.

Eligibility Criteria:

  • Enterprise Customers: Must have a license for Microsoft 365 E3 or E5, or Office 365 E3 or E5.
  • Business Customers: Must have a license for Microsoft 365 Business Standard or Business Premium, excluding Microsoft Teams.

What Can Microsoft Sales Copilot Do?

Microsoft Sales Copilot is designed to transform the way sales teams work within Microsoft Dynamics 365. Here’s what it can do:

  • Maximise Sales Productivity: Integrates with Microsoft Dynamics 365 Sales and Salesforce Sales Cloud to help manage workflows efficiently.
  • Personalise Customer Interactions: Provides tailored recommendations and insights for better customer interactions.
  • Stay in the Flow of Work: Works within daily productivity tools like Outlook, Teams, and Word.
  • Simplify Tasks: Prepares meeting briefs, summarises email threads, and streamlines various sales activities.
  • Streamline Workflow with AI Support: Analyses sales calls, extracts insights, and records meetings for effective follow-ups and planning.

Microsoft Sales Copilot can be customised to meet business needs and integrates smoothly with various sales solutions. It is available in multiple languages and may require additional licences depending on your existing subscriptions.

The Impact of Microsoft Copilot for Dynamics 365 Sales

Microsoft Copilot for Dynamics 365 Sales has significantly transformed the sales process. This AI assistant integrates with Microsoft 365 and Dynamics 365 CRM solutions to enhance sales productivity, personalise customer interactions, and simplify tasks. Here are some key points about its impact:

  • Time-Saving: Copilot helps sales professionals save time by summarising key points from multiple email threads and assisting in crafting client responses.
  • Work-Life Balance: By reducing manual workload, it helps sales professionals achieve a better work-life balance.
  • Revenue Increase: Copilot can boost revenue while simplifying workflows.
  • Productivity Boost: It enhances efficiency and customer engagement by providing AI-powered insights for seller actions and decisions.
  • Seamless Integration: Copilot works smoothly with Outlook and Teams, reducing redundant tasks and enabling teams to work more effectively.

Overall, Microsoft Dynamics 365 Sales Copilot is a game-changer for sales teams, offering features that significantly enhance performance and results.

How to Install Copilot in Dynamics 365 Sales

To set up Copilot in Microsoft Dynamics 365 Sales, follow these steps:

1.   Check Prerequisites

  • Make sure you have a Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise licence.
    • Confirm that you have System Administrator access.
Requirement Type You Must Have
LicenseDynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
Security RolesSystem Administrator

2.   Enable Copilot Features

  • In the Sales Hub app, go to the Change area in the lower-left corner of the page and select App Settings.
    • Under General Settings, select Copilot.
    • On the Set-up Copilot in Dynamics 365 Sales page, you can enable Copilot features or try the latest preview features.

3.   Consent for Data Movement (if required)

  • If your region does not have an Azure Open AI Service endpoint, you must provide consent for data movement across regions in the Power Platform admin centre.

4.   Configure Copilot

  • You can configure fields for generating summaries and recent changes lists according to your business needs. Note that from April 1, 2024, Copilot in Dynamics 365 Sales will be enabled by default for certain regions and organisations.

Use Copilot with Stallions Solutions

Copilot, a powerful AI assistant, is changing how businesses work. It helps streamline tasks, improve productivity, and enhance customer interactions.

For more details and personalised assistance, get in touch with us. We are Stallions Solutions, a trusted Microsoft partner, ready to help you make the most of Copilot.

Schedule a call with our expert consultant today. Call us at +44 (0) 203 129 7000 or simply write us an email at support@stallions.solutions.