Unlock the potential of your sales strategy with Microsoft Sales Copilot in D365 Sales! In this tutorial, I reveal five game-changing capabilities that will revolutionize your sales team’s workflow. Explore the top three business value propositions that make Copilot a crucial asset for organizations looking to elevate their sales game and enhance customer interactions.
Microsoft’s D365 Sales, coupled with Copilot, is reshaping customer interactions for sales teams. The integration of generative AI into business applications might initially raise concerns, but the benefits are too significant to ignore. In this comprehensive post, we will dissect Copilot’s capabilities, addressing the initial apprehensions and highlighting its transformative impact on businesses.
Sales Copilot Licensing Requirements
Understanding the licensing requirements for Copilot is crucial for businesses considering its implementation. You will need one of the following licenses in the image below.
The need for a D365 sales enterprise or premium license may seem like a hurdle, but for those already using D365 Sales, Copilot comes as a complimentary addition. This democratization of access ensures that businesses can harness the power of Copilot without additional costs, making it an accessible tool for organizations.
Moving beyond skepticism about free offerings, let’s explore the value proposition that Copilot brings to the table.
Top 5 Sales Copilot Capabilities
By leveraging advanced AI capabilities, Copilot aims to revolutionize the way sales teams operate, enhancing efficiency and decision-making processes.
New Updates
Delving into Copilot’s top capabilities, the ability to provide real-time news updates about accounts stands out. Imagine a scenario where sellers are equipped with the latest information about their clients, allowing for informed and dynamic conversations. Copilot achieves this by utilizing Microsoft Graph connectors, ensuring a seamless integration of external news sources with D365 sales.
Copilot can automatically pull this information into Microsoft Dynamics and display these related news articles on the account’s form. This way, sellers get the valuable information brought to them, so that way they’re always prepared when talking with the customer. There may be conversations that need to be had or avoided altogether due to recent news. Now Copilot is going to be able to guide your team members in order to do so.
Record Summarization
The introduction of record summarization is a huge time-saver for sales professionals. By generating quick summaries for leads and opportunities, Copilot streamlines the preparation process for client interactions. Copilot generates a quick summary for your leads and opportunities using ten predefined fields that’s set by your organization. These ten fields are set by an admin and are going to be organization wide and are effectively the fields that you’re telling Copilot to look at when summarizing a record.
Limiting it to ten fields is both a positive and a negative because the more information you give Copilot, the more accurate its output would be. But limiting the fields copilot’s access does boost security. The delicate balance between limiting access to fields for security and maximizing information for accuracy is a consideration, showcasing Copilot’s flexibility.
For more information, be sure to check out the Microsoft Documentation here.
Recent Record Changes
The recent changes capability in Copilot can give you the audit history of your leads, opportunities and accounts. It looks at the records audit history and can provide a list of the changes to you. As long as you have proper security to view audit history, then you’re going to be able to use this functionality.
This is going to be more useful than the current Audit History tab in a couple ways:
- View multiple record’s audit history at one time in one place
- A boosted user interface and experience
Lastly, a quick disclaimer. You are limited to the same ten fields that you outlined for the record summarization. So it is not going to provide the audit history for every field on that record. It’s only going to provide the audit history for those ten records that the admin has selected.
For more information, be sure to check out the Microsoft Documentation here.
Email Assistance & Outlook Add-in
One of the most eagerly anticipated features of Copilot is its integration with Outlook, bringing email assistance to a new level. Beyond transforming lengthy emails into concise summaries, Copilot becomes a valuable coach for sales professionals. It analyzes tone, clarity, and appropriateness, ensuring that email communication resonates effectively with clients.
The customization and personalization of Copilot’s email responses are notable. Unlike templated responses, Copilot crafts unique replies based on the entire email thread, adapting to the specific context of the conversation. This not only saves time but also enhances the authenticity of communication, a critical factor in building strong customer relationships.
If you are interested in a step-by-step guide on how to turn on the Copilot Add-in for Outlook, follow this link here.
Meeting Preparation
As we delve into Copilot’s meeting preparation capabilities, envision a seamless transition between back-to-back meetings. With just a few minutes to spare, Copilot becomes your ally, summarizing relevant information for upcoming meetings. This is something valuable that I’m starting to integrate into my workflow morning to make sure I am up to speed on what I have for the day.
To access this feature, you can type today’s meetings or meetings into the copilot chat. This will prompt Copilot to prepare you for all of your upcoming meetings in the next 24 hours. The meeting preparation summary view includes auto-generated summaries of previous meetings, recent notes, and highlights of issues and concerns, providing a comprehensive overview.
For more information, be sure to check out the Microsoft Documentation here.
Business Value of Sales Copilot
If look at the 5 capabilities that were already mentioned and break them down, It’s going to provide three main incentives for your business, the first one being:
Increased User Productivity
By automating time-consuming tasks such as meeting preparation and email drafting, Sales Copilot empowers sales teams to focus on closing deals. This enhanced efficiency can be a game-changer in today’s fast-paced business landscape.
Improved Customer Engagement
Secondly, the improved customer engagement features of Sales Copilot contribute to its second major incentive. By assisting sales professionals in crafting clear and compelling emails, Copilot enhances communication effectiveness. The ability to adjust tone and structure based on natural language processing algorithms ensures that emails resonate with clients, strengthening relationships and boosting brand reputation.
Boosted Predictive Analytics
Lastly, Sales Copilot’s predictive analytics capabilities add a strategic dimension to sales operations. Leveraging machine learning algorithms, Copilot analyzes vast amounts of information, providing valuable insights and recommendations. From identifying new opportunities to predicting customer churn rates, Copilot helps sales teams make informed decisions that align with customer needs and preferences.
In Conclusion
In conclusion, Microsoft Sales Copilot emerges as a multifaceted tool that goes beyond its initial features of email assistance and meeting preparation. As businesses embrace the transformative capabilities of Copilot, it becomes evident that the tool is not just about catching up but staying ahead in the competitive market. If the question arises about what Copilot can’t do, stay tuned for our continued exploration of this innovative tool. Thank you for joining us on this journey of uncovering the depth and potential of Microsoft Copilot.
Happy Developing!