Our sellers are delighting clients to gain a competitive advantage using Microsoft Outlook. This Microsoft Teams-powered assistant helps update records, summarize emails and meetings and prepare sales information directly within the apps they use every day, including Microsoft Outlook and Microsoft Teams. By testing this solution ourselves, we can share key learnings with our clients, accelerating their own AI journeys.

The high-touch world of professional services sales requires timely client communication, precisely directed messaging and a personal touch. Sellers found that updating their sales data inMicrosoft Dynamics 365 and tying together relevant threads from Outlook and Teams was impacting valuable face time with clients. Sifting through long email threads for vital nuggets of information and exchanging updates among a busy team was more time-consuming than it needed to be. We knew the answer lay in AI technology.

• Preparing for client meetings and pulling together relevant information about solutions, industry trends and competitor activities.
• Summarizing multiple email threads for the same client work, saving an estimated 30-60 minutes per week for this one task alone.
• Managing related contacts and key relationships within Dynamics 365.

It’s all part of a people-centric change strategy that coordinates onboarding and curates experiences with educational resources like our employee-facing School for AI. We also want to show the value of emerging innovations to our clients as early as possible. Since deploying Copilot for Sales, our sellers have more information than ever before about each opportunity.

Ready to take flight? Turn your Copilot vision into reality.