Transform seller effectiveness with Dynamics 365 Sales Copilot

On May 21, 2024

In today’s fast-paced sales landscape, prioritizing core selling activities over low-value tasks is crucial. Time spent on tasks that don’t directly contribute to sales represents missed opportunities to connect with prospects and close deals. With Dynamics 365 Sales, we’re committed to using AI to support sellers in focusing their time on what truly matters: forging meaningful connections, establishing trust, and nurturing long-term relationships to increase their sales productivity. Copilot empowers sellers to achieve greater results with less effort, enhancing your sales organization’s effectiveness. We’re happy to share that the following features are releasing this month.

Copilot chat Q&A in Dynamics 365 Sales

Copilot chat with Q&A transforms how sellers access data in your customer relationship management (CRM) system. Instead of building complicated queries or manually searching for information, sellers can ask questions using natural language. They can access vital information immediately, allowing them to focus on high-value activities like engaging customers and closing deals. The result is more time for meaningful interactions, potentially leading to higher conversion rates and increased revenue.

Natural-language Q&A is particularly valuable in fast-paced sales environments, ensuring quick, informed actions. This feature elevates customer interactions, positioning teams for higher sales productivity. Its impact extends beyond convenience, shaping the efficiency and effectiveness of the entire sales process.

Copilot chat in Dynamics 365 Sales makes it easy to retrieve information from Dataverse and your CRM system.

Sales-specific chat experience

One of the key features of Copilot in Dynamics 365 Sales is that the chat experience is specific to the sales process. Sellers can use common sales terms and phrases to ask questions and get answers from the CRM system, without having to navigate through complex menus or screens. This saves time and effort for sellers, allowing them to focus on their customers and prospects.

Some of the sales terms that Copilot understands are conversion rate, deal cycle, pipeline, deal size, win rate, and deal value. Sellers and managers can use these terms to query various aspects of the sales process, like the performance of individual sellers, teams, or regions, the progress of opportunities, and the trends and forecasts of sales outcomes. Copilot can also handle complex queries with multiple terms, filters, and aggregations.

For example, you can ask Copilot:

“Show the opportunity conversion rate for the last 4 quarters by quarter.”
“What’s the win rate for Kenny Smith?”
“What is the average deal size for successful opportunities?”

graphical user interface, text, application, chat or text message — Copilot in Dynamics 365 Sales understands sales-specific terms expressed in natural language.

These examples illustrate how Copilot can help sellers access relevant information from your CRM system in a natural and intuitive way, using sales-specific terms in a chat experience. Copilot chat Q&A enhances your sales team’s productivity and efficiency and their ability to meaningfully engage with customers and prospects.

Your CRM data is always secure

Copilot respects the security and user access privilege settings of your CRM system. This means that if a seller doesn’t have permission to view or edit certain records, those records aren’t included in Copilot’s responses. For example, if you ask Copilot about the pipeline value for a region that you aren’t assigned to, Copilot informs you that you don’t have sufficient privileges to view the requested data. This ensures that Copilot maintains the integrity and confidentiality of your CRM data while providing insights and recommendations.

Immersive Copilot workspace

We are also launching the public preview of a new immersive Copilot experience in Dynamics 365 Sales. An expanded workspace enhances focus on productive conversations with Copilot, while real-time insights and effortless natural language chat functionality help sellers efficiently manage sales activities, nurture customer relationships, and drive sales success. Seamless access to insights from CRM data simplifies prioritizing actions and smarter decision-making.

graphical user interface, application, website — The new immersive Copilot workspace in Dynamics 365 Sales helps sellers focus on sales activities.

The immersive experience works in sync with the Copilot chat pane. Start a conversation in the immersive workspace, select a record, and continue the conversation in the Copilot chat. The coherent experience makes it easy to navigate in the app without losing context.

Use the immersive workspace

The immersive experience is in preview so that we can make improvements based on your valuable feedback. To use the immersive experience in your environment, you’ll need to turn on preview features for Copilot in Dynamics 365 Sales. In the Sales Hub app, Copilot is automatically added to the site map under My Work. If you use a custom app, add the Copilot page to your app’s site map. To enter the immersive workspace, select My Work > Copilot.

graphical user interface, application — Enter Copilot in immersive mode through the site map in Sales Hub or your custom app.

Transform your sales processes with Copilot

Copilot in Dynamics 365 Sales helps your sellers save time and stay focused on the things that really matter. They get the information they need faster with less context switching, making their day-to-day activities more efficient and boosting your team’s overall sales productivity.

Next steps

Learn more about Copilot in Dynamics 365 Sales

Turn on and set up Copilot in Dynamics 365 Sales

Not yet a Dynamics 365 Sales user? Sign up for a free trial today.

The post Transform seller effectiveness with Dynamics 365 Sales Copilot appeared first on Microsoft Dynamics 365 Blog.