/cdx → M365 Copilot → fy25-m365-copilot-for-sales-in-dynamics-365-sales
FY25 M365 Copilot for Sales in Dynamics 365 Sales
Part of the scenario: Customer Experience Apps(CXA) Click-throughs
Sellers and teams streamline customer management with Microsoft 365 Copilot for Sales. Using next-generation AI, it boosts productivity and tailors each interaction. The Copilot for Sales empowers sellers to track their pipeline, plan meetings, compose emails and summaries, and update Dynamics 365 records seamlessly in Outlook. Runs in a live demo tenant with realistic data — you try the real thing, not a slide deck.
More demos in this story
6 relatedDynamics 365 Sales for Sales Managers
Dynamics 365 Sales offers Contoso's managers insights into team forecasts, KPIs, and top performers. Using forecasts and charts, they monitor sales against quotas, identifying coaching opportunities. Power BI report integration enables AI-powered performance tracking for informed decision-making.
FY25 Customer Insights - Journeys
Dynamics 365 Customer Insights empowers marketers to craft personalized real-time journeys based on deep customer understanding. With Copilot, effortlessly create segments, curated journeys, and engaging content, gaining time to focus on strategic initiatives.
Microsoft 365 Copilot for Sales
Microsoft 365 Copilot for Sales optimizes sales processes by providing real-time insights and suggestions. Integrated with Microsoft 365 applications, it assists in email drafting, meeting planning, and CRM updates within Outlook. This collaboration enhances productivity, empowering sellers to focus on nurturing customer relationships and closing deals efficiently.
24x7 Threat Monitoring, Investigation, and Respons
Microsoft Defender Experts for XDR provides managed 24x7 monitoring, expert-led investigation, and rapid response to stop threats before they escalate. By correlating signals across endpoints, identities, email, and cloud, Defender Experts for XDR detects and validates real threats, reducing noise and accelerating response. Get real-time threat validation, automated containment, and seamless collaboration. Strengthen your security operations with always-on protection and expert-driven insights.
Account Reconciliation Agent
This demo shows how Julia, a financial analyst at Contoso Coffee, works with the Account Reconciliation Agent to close the books at month end, ensuring finance leaders have timely insights to make critical business decisions.
Acquire to Dispose
Acquire to Dispose