[Pending] AI in sales: How Copilot in Dynamics 365 helps you sell smarter

1 - Querying the CRM Without Having to Dive In

The problem: You want to quickly know when you last had contact with a customer, but to do that you first need to launch your CRM and navigate through multiple screens.

The solution: Simply ask a question in natural language, such as “What was the last interaction with Company X?” or “Which open deals do I have this month?” Copilot retrieves the information for you immediately, without needing to open Microsoft Dynamics 365 Sales.

The result: The threshold for using the CRM drops significantly, making you more inclined to use it—which in turn leads to better data and ultimately smarter sales decisions.

2 - Automatically Generating Quotes and Emails

The problem: Drafting quotes and follow-up emails takes up a lot of time.

The solution: Copilot generates personalized quotes and emails based on your CRM data in a matter of seconds. Need a quote? Copilot automatically retrieves the correct customer information and pricing details. Need a follow-up email? You’re immediately presented with a professional message, based on previous interactions.

The result: You respond faster to potential leads and are also more motivated to keep your CRM updated—because the more complete your data, the better the automatically generated communication.

3 - Smart Insights from Customer Conversations

The problem: Valuable information comes up during phone calls with customers, but it often gets lost or takes a lot of time to document.

The solution: Copilot automatically summarizes your customer conversations, including action points and follow-up steps. After a meeting, you'll immediately find the key takeaways and next steps in Microsoft Dynamics 365 Sales—no need to take extensive notes.

The result: You can respond more quickly to customer needs and spend less time on admin work and more on strategic customer interaction.

4 - Never Miss a Follow-Up Again

The problem: Leads and deals often get delayed because follow-up actions are forgotten.

The solution: Copilot helps ensure you never miss important follow-ups by quickly providing insight into previous interactions and outstanding tasks. This way, you immediately see what the next step is and can take action right away—much better.

The result: You miss fewer opportunities and bring more structure and consistency into your sales process. No more deals slipping through the cracks.

5 - Predictive Sales Analytics

The problem: Sales forecasting is often based more on gut feeling than on hard data.

The solution: Copilot analyzes your CRM data and predicts which deals are likely to close, which need extra attention, and which customers are showing purchasing behavior similar to previous successful deals.

The result: With these data-driven insights, sales managers can guide their teams more effectively, and salespeople can make smarter decisions about how to allocate their time.