Dynamics 365 Sales

Generate customer-specific email drafts, email summaries, and opportunity summaries with copilot capabilities.

Focus on the right customers with AI-based scoring models, a prioritized work list, and data visualizations.

Minimize app-switching with automatic updates in Microsoft 365 apps.

Use Copilot to generate summaries of customer details, meetings, emails, and relationship history.

Get recommendations for engagement activities and notifications about contact activity and upcoming close dates.

Get AI-generated meeting summaries, including keyword and conversation analysis, competitor mentions, KPIs, and suggested tasks.

Predict revenue and track performance against goals with forecasts and charts.

Provide automated sales guidance by creating sequences of sales actions for your team.

Get insights and key performance indicators (KPIs) from top performers to discover how others can learn from their success.