The reply is enriched with the combined data from Microsoft Graph-which provides access to people-centric data and insights in the Microsoft Cloud and the CRM system (Microsoft Dynamics 365 or Salesforce®).

The seller simply selects the option to suit their needs and a reply is generated for the seller to review, edit to their liking, and send.

Last month, we announced that Viva Sales now generates content suggestions based on customer emails, such as a reply to an inquiry or a request for a proposal-complete with data specifically relevant to the recipient, such as pricing, promotions, and deadlines. Communicate with customers more effectively with AI-generated emails New Copilot features help sellers save time, boost productivity, lighten workloads, and stay focused on what matters most: connecting with customers and closing deals. Microsoft Viva Sales, which is included in Dynamics 365 Sales and available for purchase 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. AI can help any sales organization to be more productive and effective, enabling them to automate the sales process and know customers more deeply. Many sales teams struggle to scale seller experiences. Copilot in Microsoft Dynamics 365 Sales and Viva Sales View demos of the capabilities, as well as learn how to access the previews, below. With Dynamics 365 Copilot, we’re introducing the world’s first AI copilot natively built-in to both CRM and ERP applications.Ĭopilot brings the power of next-generation AI capabilities and natural language processing to Dynamics 365, working alongside business professionals to help them create ideas and content faster, complete time-consuming tasks, and get insights and next best actions-just by describing what’s needed.Ĭopilot features are in preview across Dynamics 365 applications and Microsoft Viva Sales. Today we announced Microsoft Dynamics 365 Copilot, providing interactive, AI-powered assistance across business functions-from sales, service, and marketing to supply chain. Introducing the world’s first AI copilot in both CRM and ERP

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