Microsoft D365
CoPilot for Sales
Microsoft D365 CoPilot for Sales
Why invest in Microsoft D365 CoPilot for Sales?
01
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A customer meeting preparation summary view that includes auto-generated summaries of previous meetings, recent notes, highlights of issues and concerns, and CRM information. Sales Copilot detects meetings coming up in the next 24 hours and offers a summary of recent email exchanges and the last three seller notes to help you prepare.
02
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Collaboration spaces in Teams can easily be created from Sales Copilot in Outlook to help sellers stay better connected with their customers and colleagues.Customer email summary and follow-up, with contextual replies and actions based on Outlook emails and CRM data
03
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Real-time tips and suggested answers during Teams meetings, prompted by the customer’s mention of a competitor or brand
Related Services
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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.
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Personalised Solutions
Intelisense IT customises the D365 CoPilot for Sales to align with each client's unique business requirements, ensuring a tailored solution.
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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.
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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.
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Scalable Solutions
As businesses grow, the solutions offered by Intelisense IT can be scaled up to meet expanding needs.
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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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Integrated Approach
With their vast experience, Intelisense IT can seamlessly integrate D365 CoPilot with other business systems, streamlining operations and data flow.
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Training and Onboarding
Intelisense IT offers comprehensive training sessions, empowering teams to utilise the D365 CoPilot functionalities to the fullest.
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Regular Updates
Intelisense IT ensures that customers always have access to the latest features and improvements of D365 CoPilot for Sales, maintaining the system's relevance and efficiency.
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Strategic Consultation
Beyond technical support, Intelisense IT offers strategic consultation to align the software with broader business objectives, ensuring long-term success. We help customers achieve their desired business objectives.