Maximize seller efficiency and close more deals.

Copilot for Sales brings together Microsoft 365 Copilot with a role-based agent that connects with your Microsoft Dynamics CRM platform to bring sales insights and generative AI into the flow of work. Copilot is a free tool that is included in Microsoft CRM, saves you $40 per month!

Agenda:

1. Show you how to streamline communications -Use AI assistance to draft emails and set up meetings in Outlook with data from your CRM platform and Outlook.

2. Create AI-generated email and meeting summaries in Outlook and Microsoft Teams and save them directly to your CRM platform.

3. Create pitch decks, meeting preparation briefs, and data visualizations in PowerPoint, Word, and Excel with AI assistance.

4. What is better, Microsoft Copilot or Chat GPT (it’s all about security)

5. What is new for 2025, available now!

a. The new user experience brings the Highlights and CRM tabs together into one unified view and combines the data to make a single enriched result. The new view is designed to provide a more streamlined experience by bringing the most relevant information to the top of the view

b. Microsoft 365 Copilot and the role-based sales insights with out of the box CRM integration as part of the core package. Email summary and generative replies are integrated into Outlook as part of the Microsoft 365 Copilot experience. If you’re using the Outlook on the web or the new Outlook for Windows, you can access Copilot for Sales in the Microsoft 365 Copilot side pane in Outlook