Staying ahead in the fast-paced sales environment of today calls for smart, AI-driven solutions that improve productivity and optimise workflows in addition to conventional tools. Administrators and sellers alike can completely transform the way they handle leads, accounts, and opportunities with our cutting-edge Custom Lead Qualification and Copilot features.
Customise Lead Qualification
As an administrator, you can:
- Configure the lead qualification process to ensure that leads are thoroughly evaluated.
- Enable Copilot to generate a lead qualification summary.
- Configure the creation of multiple opportunities from a single lead.
As a seller, you can:
- Assign newly generated opportunities to other sellers, fostering collaboration and maximising sales team efficiency.
- View the AI-generated lead qualification summary after a lead is qualified.
- Choose to create multiple opportunities from a single lead.
Copilot Email Assistance
With Copilot, you can write emails faster. Using this feature, you can input your text or choose from a pre-defined category, and Copilot will recommend content along with targeted prompts and actions. Additionally, Copilot lets you personalise suggested content and change the email’s length and tone before sending it.
360 Degree Account Overview
As an admin, you can:
- Enable Copilot Account summary for any Dynamics 365 application.
- Configure the entities and fields to use for creating the account summary.
As a seller, you can:
- Get a 360-degree view of your account, which is built using all the data associated with the account.
- View a summary of the associated opportunities.
- Know about the associated leads.
- Learn the latest news about the account.
Copilot Home Page
Dynamics Dashboards will be replaced by the Copilot Home page. The sellers will be able to follow the suggested actions to stay on top of work because this will give them focus. Users of Copilot Home can also locate important Opportunities to concentrate on and receive real-time insights. Additionally, users can have immersive wide-screen conversations with Copilot.
Document Summary
Document Summary summarises key information from long documents automatically, giving the seller access to a summary of documents related to contacts, opportunities, leads, and accounts. The summary can also be used to comprehend client needs in accordance with BANT, or budget, authority, need, and timeline. Based on previous actions, the seller can also receive recommendations regarding what to do next.
Update CRM Directly from the post-meeting Insights Page
Following a successful Teams meeting, the seller may do the following: Save the points from the AI-generated meeting summary straight to the CRM record. Utilising the meeting summary to link a meeting to the CRM, Make new entries in the CRM and receive recommendations for updating particular fields in the CRM records.
Model Driven App – Grid Features
When utilising a grid (view) in a Power App, users will have the option to aggregate subtotals within the record grouping and see the sum, minimum, maximum, or average value for that column.
Want more information on Updates to Dynamics 365 & Power Platform in the Wave 2 Release?
Synergy Technology is an official partner of Microsoft. To learn more about anything in this news article, or to book a call with one of our Microsoft Dynamics 365 specialists, please contact the Synergy team today. You can call us on 0345 456 0050 or send us an email via our contact page at any time and we will be delighted to assist you.
Follow us on social media: