Microsoft D365
CoPilot for Sales

Microsoft D365 CoPilot for Sales

Microsoft invests approximately £20 billion annually in R&D for Business Applications. With this investment, we are witnessing a new breed of AI solutions. These are easy to use and deliver tangible productivity gains.

Sales Copilot adds new capabilities to Microsoft Outlook, Teams, and D365 Sales, helping professional sales teams to increase their productivity, efficiency and personalise every customer engagement. And it works out of the box—not just with D365 Sales, but with Salesforce (SFDC), too.

Why invest in Microsoft D365 CoPilot for Sales?

AI-generated lead and opportunity summaries help streamline your sales process and close deals faster. Sales Copilot employs generative AI to quickly summarise leads, sales details, and opportunities for you. This enables more efficient decision-making and accelerates sales activities.

Working with Intelisense IT for Microsoft D365 CoPilot for Sales ensures businesses not only receive a cutting-edge sales solution but also gain a reliable partner. This partnership helps guide them in maximising the potential of their sales tools.

01

A customer meeting preparation summary view includes auto-generated summaries of previous meetings, recent notes, highlights of issues, and CRM information. Additionally, Sales Copilot detects upcoming meetings within the next 24 hours, offering a summary of recent email exchanges and the last three seller notes to help you prepare.

02

Collaboration spaces in Teams can easily be created from Sales Copilot in Outlook, enabling sellers to stay better connected with their customers and colleagues. Furthermore, customer email summaries and follow-ups offer contextual replies and actions based on Outlook emails and CRM data.

03

Real-time tips and suggested answers are provided during Teams meetings, especially when a customer mentions a competitor or brand. This feature ensures responsive and strategic communication.

Related Services

Expertise in Microsoft D365

Intelisense IT possesses in-depth knowledge and expertise in Microsoft D365 solutions, ensuring customers get the best out of the platform.

Personalised Solutions

Intelisense IT customises the D365 CoPilot for Sales to align with each client's unique business requirements, ensuring a tailored solution.

Continuous Support

Intelisense IT provides ongoing technical and functional support, ensuring businesses operate without disruptions and make the most out of the D365 CoPilot for Sales.

Cost-Effective

Leveraging D365 CoPilot for Sales through Intelisense IT can lead to operational cost savings in the long run due to increased sales efficiency and minimised manual processes.

Scalable Solutions

As businesses grow, the solutions offered by Intelisense IT can be scaled up to meet expanding needs.

Security and Compliance

With a strong focus on security, Intelisense IT ensures that your data remains protected while also helping businesses stay compliant with industry-specific regulations.

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