Microsoft Sales Copilot Overview for Outlook, Teams, and Dynamics 365

Microsoft Sales Copilot (formerly Viva Sales) is an artificial intelligence (AI) powered tool that assists employees wherever they are working (Outlook, Teams, D365), saves sellers time with CRM task automation, auto-generated email, and meeting summaries, and more.

Overview:
-Viva Sales is now Sales Copilot for Outlook, Teams and Dynamics 365
-Sales Copilot is generally available today.
-Sales Copilot also helps sellers with customer follow-up by generating AI- assisted content and recommendations, such as contextual emails based on Outlook and CRM data.

Key Features:
-Auto-generated opportunity summaries including status, progress, and highlights of key changes, inside Dynamics 365 Sales.

-Auto-generated contextual emails that utilize customer CRM data to pull in product, customer, and opportunity information, inside Dynamics 365 Sales.

-Prepare for customer meetings with an auto-generated summary view including account information, recent notes, highlights of any issues or concerns, customer news, and more—in Outlook, Teams, or Dynamics 365 Sales.

-Get real-time tips and suggested answers during Teams meetings prompted by competitor or brand mentions by the customers to stay ready to handle objections.

About this video
This video is for end users showing how Sales Copilot works in Outlook and Teams.