With its AI-powered capabilities, Microsoft Dynamics 365 Copilot is a virtual assistant that provides sales and customer service professionals with personalised recommendations for customer interactions and proactive outreach.

Copilot streamlines workflows and collaboration between teams, automates task and record management, and delivers insights into customer interactions and behaviours to improve overall customer experience.

Wynand Roos, Managing Director of The CRM Team says the solution's advanced AI capabilities will help to automate workflows and provide better customer experiences through insights and recommendations.

Microsoft Dynamics 365 Copilot offers the following features to sales and customer service professionals:

• Personalised recommendations for customer interactions and proactive outreach powered by AI
• Automated task and record management for more efficient and productive workflows
• Streamlined workflows and collaboration between sales and customer service teams
• Insights into customer interactions and behaviours to improve overall customer experience

Roos says Copilot uses advanced AI algorithms to provide personalised recommendations for customer interactions and proactive outreach. “With Copilot's insights, sales and customer service professionals can better understand their customers' needs and tailor their interactions to improve the overall customer experience.”

“It offers streamlined workflows and collaboration, automating routine tasks and records management, allowing for more efficient and productive workflows. Copilot also facilitates collaboration between sales and customer service teams, enabling them to work together seamlessly to provide the best possible customer experience,” he explains.

Furthermore, Copilot provides valuable insights into customer interactions and behaviours, giving businesses a deeper understanding of their customers' needs and preferences. This information can be used to inform product development, marketing campaigns, and other key business decisions.

Other features include improved productivity and efficiency. By automating routine tasks and providing personalised recommendations, Copilot can help sales and customer service professionals work more efficiently and effectively. This can result in increased productivity and more time spent on high-value activities, such as building relationships with customers and closing sales.

“Overall, Microsoft Dynamics 365 Copilot represents a major step forward in CRM technology, bringing next-generation AI to every line of business. As a leading provider of customer relationship management solutions, The CRM Team is excited to offer this powerful new tool to our customers and help them drive growth and enhance customer experiences,” he said.