Copilot in Dynamics 365 Sales | Sales’ Little Helper for Boosting Productivity

Sales professionals invest 23% of their time managing customer relationships and 26% managing information. Scaling seller experiences and enhancing productivity are crucial for success in the competitive world of sales. Microsoft’s Dynamics 365 Sales offers a game-changing solution – Copilot. This AI-powered assistant doesn’t just manage sales processes; it adds a sprinkle of magic, streamlining workflows, providing insights, and giving sellers the gift of time during the holiday season. 

Copilot in Dynamics 365 Sales 

Think of Copilot as your holiday helper, wrapped in a chat interface, ready to spread cheer and efficiency. In Dynamics 365 Sales, Copilot offers a chat interface that gives sellers access to vital information about their opportunities and leads, helps them stay updated on recent changes, prepares for meetings, and keeps informed about the latest account news. Now, let’s unwrap the key features of Copilot that make it your sales team’s little helper, no matter the season: 

Copilot in Dynamics 365 Sales


Record summarization | A holiday snapshot 

Copilot’s record summarization feature provides a quick snapshot of your opportunity and lead records. By default, it generates summaries based on your default opportunity and lead views. However, system administrators can configure Copilot to generate summaries based on other fields. It’s important for the sales team to collectively agree on the top seven fields most relevant to their business. 

Record catch-up | Makes a list you don’t have to check twice 

Staying on top of evolving opportunities and leads is crucial. Copilot’s record catch-up function summarizes changes made to your records since your last visit or in the last seven days. These summaries are generated from the records’ audit history, and administrators can configure the columns included in the catch-up. Like record summarization, it’s essential for the sales team to agree on the top 10 relevant fields. 

Meeting preparation | Festive meeting magic 

Copilot simplifies meeting preparation by summarizing pertinent information from opportunity or lead records associated with upcoming meetings. This ensures that sellers are well-prepared, leading to more effective and impactful discussions. 

Meeting preparation feature | Copilot in Dynamics 365 Sales


Festive news flash | Unwrapping the news updates 

Staying informed about the latest news related to your accounts is made effortless with Copilot. By simply asking Copilot for updates, you can receive a curated list of articles mentioning or featuring the account, provided by Bing. These news updates not only keep you current but also serve as valuable conversation starters in the holiday spirit. 

A quick recap 

Much like in Santa’s workshop where time management and efficiency are crucial — sales teams are crunching to meet those year-end deadlines. Let Copilot in Dynamics 365 Sales support your team by providing AI-powered assistance that streamlines processes, enhances productivity, and keeps sellers updated with the latest account information. With features like record summarization, record catch-up, meeting preparation, and news updates, Copilot empowers sales teams to save time, reduce workloads, and focus on what they do best – connecting with customers and closing deals. Unlock your holiday helper today and ensure your promises are delivered on time. 


Learn how Copilot can do your busy work for you.

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