Today we announced Microsoft Dynamics 365 Copilot, providing interactive, AI-powered assistance across business functions, from sales, service and marketing to the supply chain. With Dynamics 365 Copilot, we offer the world’s first AI co-pilot built into both CRM and ERP applications.

Copilot brings the power of next-generation AI capabilities and natural language processing to Dynamics 365 and works with business professionals to help them generate ideas and content faster, complete time-consuming tasks, and get insights and next best actions by simply explaining what’s needed. .

Copilot features are in preview across Dynamics 365 apps and Microsoft Viva Sales. View demos of the following features and learn how to access previews.

Co-Pilot in Microsoft Dynamics 365 Sales and Viva Sales

Many sales teams struggle to scale their seller experience. AI can help any sales organization be more productive and effective, enabling them to automate the sales process and get to know customers more deeply.

Microsoft Viva Sales, which is included with Dynamics 365 Sales and can be purchased separately for other CRM systems including Salesforce, revolutionizes the way sellers work by integrating with Microsoft Outlook and Teams to augment a seller’s actions and decisions with AI-powered insights and actions. New Copilot features help sellers save time, increase productivity, lighten workloads and focus on what matters most: connecting with customers and closing deals.

Communicate with customers more effectively with AI-generated emails

Last month, we announced that Viva Sales now creates content recommendations based on customer emails, such as a response to a query or a request for quotation, along with specifically buyer-related data such as pricing, promotions, and deadlines. The seller chooses the option that suits their needs and a response is created for the seller to review, edit to their liking, and submit. The answer is enriched with consolidated data from the Microsoft Graph, which provides access to human-centric data and insights in the Microsoft Cloud and CRM system (Microsoft Dynamics 365 or Salesforce®).

Today we are announcing an update; Email replies will now be generally available and on March 15 we will add enhancements to create customizable emails. For example, a vendor might compose an email suggesting a meeting time with a customer, along with a suggested meeting date and time based on the vendor’s Outlook calendar availability.

In addition, a new feedback mechanism allows sellers to rate AI-generated content positively or negatively, which helps refine and improve future responses. Sellers can also refine the results generated by providing a new prompt that creates an updated response based on the previously proposed draft and the new context.

By automatically suggesting customizable content, sellers can spend less time composing emails and searching for sales data from colleagues and databases.

Follow customers instantly with AI-generated meeting summaries

Sellers often make hours of phone calls each day with prospects and customers and spend almost as much time summarizing action items for follow-up. To help with this, conversational intelligence provides automatic summaries of key issues, issues, and concerns discussed during the meeting.

Now available for public preview in Viva Sales, the new Copilot feature uses natural language capabilities powered by Azure OpenAI Service to intelligently prepare a summary of a call with action items and follow-up dates based on CRM and meeting data. Summaries can be created for various meeting types, including multi-participant and internal calls, in Teams, helping vendors stay organized and stay on top of critical, content-heavy sales meetings.

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