Sales superpowers, powered by Copilot
Unleash your sales potential with Copilot for smarter, more productive selling
Copilot in Dynamics 365 Sales
Copilot in Microsoft Dynamics 365 Sales
- Automate and cut down routine sales tasks with AI assistance.
- Generate quick, context-aware email and chat responses.
- Summarize meetings with product, pricing, and next steps.
- Streamline lead follow-up and quote preparation with AI-assisted summaries and recommendations based on your CRM data.
- Analyze customer data to predict trends and close deals faster.
A salesperson working on a new lead can use Copilot for Dynamics 365 Sales to instantly:
- Summarize customer needs and key pain points instantly.
- Review past interactions and get smart talking points.
- Surface key details and patterns already captured in your CRM to help sellers understand customer needs faster
- Highlight important leads and opportunities by summarizing existing CRM information, helping sellers focus on what matters most.
- Auto-draft follow-up emails and update CRM records.
Powered by Microsoft’s enterprise-grade AI built into Dynamics 365, Copilot brings the power of generative AI directly into your sales process by simplifying workflows and supercharging productivity.
Frequently Asked Questions
Microsoft Dynamics 365 Sales Copilot is an AI assistant that works inside your CRM to automate tasks, summarize meetings, and provide real-time insights, helping sellers close deals faster.
Copilot saves time by drafting responses, updating records automatically, and analyzing customer data to suggest the best next steps for your sales team.
Inogic combines two decades of Dynamics 365 expertise with AI consulting experience, ensuring your Copilot implementation is tailored, efficient, and ROI-driven.
