Greetings from Grok! In this weeks newsletter, we'll share our top 3 feature from D365 Sales and Copilot for Dynamics 365 Release Wave 1 2024.
Integration with Copilot for D365 Sales with Copilot in Word: Generate documents from Word based on previous docs which will be combined with
what's in your CRM data. For example, an opportunity summary and the open tasks for that opportunity. You could generate proposal docs, but now from a sales point of view, you can generating docs that can bring in information from your CRM. This feature not only saves time but also ensures accuracy and consistency in your sales documentation.
Real-time Insights on the Home Page: This feature may eventually completely replace
dashboards - the concept of a natural language conversation, where you are having a conversation with your data. Your day will be shown with everything you need to prepare for with suggested actions like targets, sales pipeline etc. Copilot will prompt you on tasks you might want to do. For example, say you wanted to find leads who showed an interest in Oakley Ski Goggles that visited the website recently. Instantly, a list of customers will come up with lead scores, etc. With this real-time
insight feature, you can stay proactive and focused on the most important tasks, leading to improved sales performance and efficiency.
Win More Sales from Suggested Past Successful Deals: If your working on an opportunity, Copilot can show you similar opportunities that have been won in the past. This can help experienced sellers to check back on these opportunities to see what's worked for other sellers in the organisation.
Also, it would be helpful for new sellers in the team that could learn form previous deals on how to sharpen their skill to improve their chances on them getting the sale. By leveraging past successful deals, you can replicate successful strategies and increase your chances of closing more deals.
These exciting features will revolutionise the way you approach sales and empower your team to achieve unprecedented success. Join the ranks of successful businesses
across the UK who have embraced Microsoft Dynamics 365, and Copilot that unlock unparalleled efficiency, growth and productivity.
