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Copilot and AI innovation

As a sales professional, you sift through lengthy documents to understand the customer’s needs and preferences across multiple systems. This time-consuming task leads to decreased productivity and potentially missed opportunities. With the ability to automatically summarize important details from lengthy documents including proposals, reports, and agreements, you can save time and focus on building relationships with customers and closing deals. The sales document summarization feature can improve the quality of customer interactions by ensuring that you have a comprehensive understanding of customer needs as per the BANT (Budget, Authority, Need, and Timeline) framework.

Available to:
Users
Last updated:
Nov 20, 2024

Timelines:
Early Access: ---
Public Preview: ---
General Availability : Nov 2024

Included in:

Enabled for:
Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Change history
Administration and extension experiences

As a seller, you frequently face challenges in locating information spread across multiple sources, leading to time-consuming and tedious tasks. This fragmented access not only hampers your productivity but also raises the risk of misinterpreting crucial data, which can negatively impact decision-making accuracy. You expect information from different systems and databases consolidated and instantly accessible at your fingertips, streamlining workflows and enhancing your efficiency.

Copilot enhances decision-making by drawing from various enterprise data sources, such as Power Platform, Dynamics 365, and external websites, providing comprehensive insights that support timely, informed business choices. Quick access to accurate data also accelerates sales cycles, enabling you to respond to customer queries, gather necessary information, and close deals more efficiently. Additionally, by unifying data across multiple systems, Copilot fosters better cross-functional collaboration, allowing ... click Learn more for details.

Available to:
Users
Last updated:
Nov 20, 2024

Timelines:
Early Access: ---
Public Preview: Dec 2024
General Availability : ---

Included in:

Enabled for:
Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Change history
Administration and extension experiences

As a seller, you expect chat systems to understand not only general inquiries but also your organization’s unique language and business nuances. You seek a solution that accurately interprets industry terminology and delivers relevant, context-specific responses. Consistency and accuracy in responses are essential, making the chat system a dependable tool for daily operations. A glossary solution within Microsoft Copilot Studio would allow admins to integrate business-specific terms, enabling you to receive precise answers to your questions.

A glossary enables Copilot to understand and use business-specific terms accurately, ensuring responses are consistently relevant to your context. This improves efficiency in closing deals, as you can easily access information with familiar terminology, allowing you to address concerns, gather relevant facts, and answer questions quickly, ultimately streamlining the path to a successful deal.

Available to:
Users
Last updated:
Nov 20, 2024

Timelines:
Early Access: ---
Public Preview: Dec 2024
General Availability : ---

Included in:

Enabled for:
Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Change history