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.

Organizations that rely on semiannual releases for major changes may find that it limits the speed of innovation and delays access to newer features. With this feature, the Sales Hub app will be enabled for monthly release channel, allowing it to be updated every month. This frequent update cycle ensures that the Sales Hub app receives the latest, generally available features as quickly as possible, enabling you to stay at the forefront of innovation and continuously improve your workflows.

In the world of sales, seamlessly engaging with customers across linguistic boundaries is essential.

With the latest updates to Copilot in Dynamics 365 Sales, you can now rely on Copilot to read documents in various languages and provide answers in your preferred language. This enhancement enables you to quickly access information from multilingual sources without language constraints, allowing you to maintain a consistent workflow in your chosen language.

By bridging language differences in the background, this feature helps you deliver a smooth, personalized customer experience that fosters better understanding and drives sales success. Now, you can focus on connecting with customers while Copilot manages the language nuances for you.

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.

In the fast-paced world of sales, you often work on multiple accounts simultaneously. It can be challenging to stay on top of all your accounts and gather relevant information efficiently. With the Account summary feature, you can now access a consolidated summary of vital customer data, including buying behavior, associated opportunities, leads, marketing campaigns, and the latest news about an account through the power of AI. This enables you to quickly research an account.

You no longer need to spend excessive time shifting through scattered information or manually compiling account details. You can quickly access a comprehensive overview of each account, prioritize your work effectively, and engage with customers in a more personalized and targeted manner.

As a seller, you often struggle with writing effective emails to communicate with your customers. You may face challenges such as not knowing how to structure your emails, which information to include or exclude, or how to strike the right tone. This can lead to poor customer engagement, lost sales, and damage to their brand image. Though organizations try to use templates, most of the emails sent cannot be standardized and thus templates are not very useful in such scenarios.

Email assistance can provide tremendous value to you by addressing these challenges. As a language model trained on a vast collection of text, Copilot can generate personalized, high-quality emails that are tailored to meet the specific needs of each customer. By using natural language processing (NLP) algorithms, Copilot can help you craft clear, concise, and compelling emails that resonate with your audience. This can lead to improved customer engagement, increased sales, and enhanced brand reputation. You can adjust the tone and length of the message to better resonate with customers, fostering stronger connections. You can also customize the suggested content before you send it.

Identifying high-engagement contacts enables targeted follow-up, allowing sales teams to focus on deals with the greatest potential. By tailoring communications based on specific engagement actions, teams can create more personalized outreach that resonates with prospects. It also ensures efforts are directed toward high-interest prospects, maximizing productivity. Together, these metrics enable a strategic approach to engagement, driving higher conversion rates and improving overall sales outcomes.

The opportunity pipeline view in Dynamics 365 Sales now offers an even more empowering experience for opportunity management. By placing you, the seller, at the center of your workflows, it enables you to view your entire pipeline with new-found clarity, gather context quickly, take actions efficiently, and work in a manner that truly suits your needs.

This upgraded pipeline view allows you to further streamline your sales strategies. You can now group opportunities dynamically based on critical factors such as account name, seller name, or closing date/month. This functionality enhances your ability to segment and target specific areas of your pipeline, ensuring a more personalized and effective approach to each opportunity.

In addition to the improved grouping capabilities, Dynamics 365 Sales now facilitates the aggregation of numeric values. You can effortlessly assess the total estimated revenue within your pipeline or within specific grouped segments. This feature equips you with invaluable insights into the financial potential of your opportunities, making it easier to prioritize and focus on deals that contribute significantly to the bottom line.

Streamlined lead qualification in Dynamics 365 Sales empowers you to fine-tune the qualification process, aligning it precisely with your organization's unique needs and sales criteria. This agile configuration eliminates back-and-forth interactions and saves valuable time, promoting swift, informed lead evaluation.

As a sales professional, you can benefit from insightful Copilot lead summaries, which provide clear and concise lead overviews for informed decision-making. The ability to create multiple opportunities from a single lead maximizes sales potential, while enhanced collaboration allows for opportunity assignments among team members. Furthermore, redundant data entry is eliminated as fields of the generated opportunities are prepopulated, boosting your productivity and ensuring focused efforts on high-value sales activities.