Empower your sales team to close deals faster with less manual work. In this session, we’ll showcase how Dynamics 365 can automate and streamline key sales activities—freeing up time for what matters most: building relationships and winning business. From recording calls to auto-generating emails and transcribing meetings, see how automation can smooth every step of the sales process.
What We’ll Cover:
· Overview of sales automation capabilities in Dynamics 365
· Automatically recording and logging phone calls
· Transcribing meetings with Sales Copilot
· Sending templated process letters and follow-ups
· Summarizing emails and updating opportunity records
· Rebooking meetings and coordinating calendars seamlessly
· Using automation to reduce admin work and improve response times
· Aligning automation with your sales process for real impact