Microsoft D365 CoPilot for Sales
Automates data entry, real-time insight, email assistance, meeting assistance.
Introducing Your New AI Sales Assistant
With Microsoft D365 CoPilot for Sales UK, the sales team can perform more efficiently and increase productivity across your organisation with minimal effort. Its capability to understand natural language processing (NLP) and AI sales automation helps sellers to streamline tasks and get intelligent insight from the data.
Intelisense has specialised in transforming sales and operations with Microsoft D365 CoPilot for Sales UK, which supports the team with AI assistance for sales, smart sales recommendations, predictive sales insights, and more. Copilot for Dynamics 365 Sales boosts every stage of the sales cycle, from summarising records and preparing for meetings to drafting emails and tracking customer updates, making it an intelligent sales tool.
Why Choose AI Sales Assistant
Intelisense IT is a trusted Microsoft partner with successful implementation of various D365 projects and has a deep expertise and experience in the delivery of customer-centric Microsoft D365 CoPilot Sales UK for business, empowering sellers to work smarter and faster, and increase productivity.
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Copilot Implementation & Configuration
Our experienced consultant assures a smooth end-to-end implementation & configuration of Microsoft D365 CoPilot for Sales UK, including the entire process cycle, like configuring AI features, smart recommendations and guarantees seamless Microsoft Copilot CRM integration. And the result is a customer-focused CoPilot for Sales that works for the team from day one.
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Customisations & Integrations
We customise the CoPilot to fit your requirements and workflows and integrate it with additional tools you are already using – like Microsoft Teams, Outlook and other CRM platforms. This ensures your sales team can interact or get CRM updates from where they work.
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Training & Enablement
We deliver structured, hands-on training programmes that go beyond basic functionality. Our tailored sessions ensure everyone in the sales team gets proper guidance on how to use AI in their daily work life to work smarter by utilising the core Microsoft D365 CoPilot features such as predictive sales insight, AI-driven recommendations and voice-to-CRM automations. Our enablement approach equips the users to make informed, data-driven decisions, accurately interpret the AI insight and have proper navigation skills.
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Ongoing Support & Optimisation
At Intelisense IT we are committed to your sales automation journey from day one, and it doesn’t end after the go-live. By conducting regular optimisation reviews to identify areas of improvement and keep the system up to date and enhance user experience. We offer continuous system monitoring, and our dedicated team provides 24x7 support, ensuring the CoPilot system runs smoothly.
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Scalable Deployment
We believe sustainable growth comes with scalability; our strategic Microsoft D365 CoPilot solution is designed to evolve with your organisation. Our scalable approach and flexible deployment strategies accommodate your operational structure and pace of transformation, allowing you to expand your copilot intelligent capabilities across geographies, teams and functions as your needs grow.
Benefits
- CoPilot automates routine tasks such as meeting preparation, email drafting and updates from CRM with AI Sales Automation.
- Predictive analytics accurately forecast the lead conversion, revenue generation and potential risks.
- Users can interact with the integrated CoPilot chat as a conversational AI which offers sales recommendations and understands the historic data and patterns to suggest the next best action.
- Identify the leads likely to be converted and help summarise the qualified leads.
Why Choose Us?
Proven success across sectors like manufacturing, public and professional services
150+ successful end-to-end D365 project deliveries
Security and compliance-focused
Agile and collaborative approach with fast-time-value
FAQs
Is AI Sales Automation Secure and Compliant?
Yes, Microsoft CoPilot meets all compliance standards like GDPR and UK data protection law, ensuring smooth and secured use of AI.
How does CoPilot improve sales productivity using AI?
How does Microsoft CoPilot in D365 Sales integration work?
Seamless integration with CRM provided the CoPilot to pull historic data and patterns from leads, opportunities and customer interactions to convert it into actionable insight for enhanced decision-making.
Can CoPilot support voice-to-CRM automation?
Yes, the sales team can use voice commands to boost productivity. CoPilots understands the voice command and helps in data retrieval or updating.
Why choose Intelisense IT for AI-driven sales process transformation?
With deep Dynamics 365 expertise and a customer-first approach, Intelisense ensures CoPilot delivers measurable ROI and long-term success.
