Microsoft Copilot
Microsoft Sales Copilot is a game-changer that has significantly enhanced the CRM experience for your Sales and Service departments. This advanced tool integrates across the entire Dynamics 365 Sales/Customer Service platform including Microsoft 365, accelerating your workflow, email responses, suggested next steps and analytical insights.
• Leverage AI capabilities to draft emails and set up meetings in Microsoft Outlook with data from Dynamics 365 Sales and Microsoft 365
• Create AI-generated email and meeting summaries in Microsoft Teams, Outlook, and Dynamics 365 Sales. Save them directly to Dynamics 365 Sales.
• Eliminate notetaking with AI-generated meeting transcriptions, competitor mentions, and suggested action items directly in Microsoft Teams and Dynamics 365 Sales.
• Elevate customer interactions with AI assistance for real-time suggested tips, related information, and answers to customers’ questions during Microsoft Teams calls
• Gain comprehensive insight from past meeting notes, emails, opportunity summaries, and action items in Outlook and Dynamics 365 Sales to prepare for meetings with customers.
• Improve customer engagement by analyzing conversations in Microsoft Teams and Dynamics 365 Sales with sentiment analysis and KPIs such as talk-to-listen ratio and talking speed.
• Simplify case management through automatic sync updates in Microsoft Teams and Outlook to Dynamics 365, maintaining accurate customer records.
• View a summary of your customer information in Microsoft 365 apps utilizing data from your CRM.
• Work together with Microsoft Teams collaboration spaces that offer integrated access to Dynamics 365 Sales.
Be a part of the revolution with the fully integrated AI assistant Copilot across the Microsoft 365 platform.
Enhance Productivity: Summarize long email threads, and quickly draft replies in Outlook
Analyze and Explore Data: Identify trends, visualize data, and scenario plan with natural language.
Stay Informed: Generate real-time client and product data and suggest next steps during a Teams call.
Unleash Creativity: With simple prompts create PowerPoint presentations adding detail from previous work for context going from idea to completion in minutes.
Fully integrated: Copilot is found in every Microsoft 365 application, allowing you to prompt a pivot chart in Excel and generate creative drafts in Word.
Sales and Marketing is both an art and a science. With access to the right customer insights, your team can increase their Lead generation, Sales velocity, Sales Rep efficiency, and overall Sales performance.
Gaining a 360-degree of your customers (stakeholders) and their experience is truly possible with a custom designed CRM tailored to your service goals, business needs, and related reporting & analytics.
When top Cloud-AI Dynamics 365 and Power Platform experts are needed – Our Purely CRM consultants are available on a short-term or long-term basis as an extension of your team.
Our Purely CRM team lives and breathes AGILE for CRM development. We use Azure DevOps to manage the optimal balance of creative designs and project execution to ensure that your business needs are met.
As part of Endeavour Solutions, we are dedicated to helping clients and partners succeed in the configuration and development of world-class Microsoft Customer Engagement solutions. Let us show you how.
