Microsoft Sales Copilot, previously known as Viva Sales, integrates generative AI into Outlook, fully connected with your CRM, namely Dynamics 365 or Salesforce. This allows users to create and manipulate CRM data directly via Outlook. The tool also summaries your emails, creates action points from your Teams calls, and offers much more. The video provides detailed explanation of the full capabilities and roadmap for Sales Copilot along with guidance on how to use it. The timestamp for the content includes introduction, updating and creating CRM data in Outlook, configuration of forms for CRM data entry in Outlook, generative AI for sales, usage of Sales Copilot for teams, roadmap, and licensing.
Microsoft Sales Copilot is a revolutionary tool that revolutionizes customer relationship management approaches by integrating artificial intelligence capabilities within Outlook and Teams. By harnessing the power of generative AI, it provides intelligent summaries of emails, generates action points for Teams calls, and offers numerous other services. Additionally, the dynamic tool democratizes the creation and editing of CRM data directly in Outlook, delivering unprecedented convenience and efficiency for sales teams.
Microsoft Sales Copilot is a AI-powered CRM tool that integrates with Outlook and Teams. It allows you to create and edit CRM data directly from Outlook, generate summaries and action points from emails and Teams calls, and much more. It also has a roadmap with various upcoming features. Sales Copilot is licensed through Microsoft.
With Outlook, you can update and create CRM data, and configure Forms for data entry. Generative AI can generate sales-related content for you. In Teams, you can get summaries and action points from calls.
If you want to learn more about Microsoft Sales Copilot, connect with me on Twitter [https://twitter.com/LisaCrosbie] or LinkedIn [https://www.linkedin.com/in/lisa-crosbie/].
Microsoft AI, Dynamics 365, Salesforce, CRM Outlook, Generative AI, Sales Copilot Teams