Step-by-step guide for deploying Copilot in Microsoft Dynamics 365 Sales

May 2025

Implementing a CRM system is a crucial step for any ambitious business that sees first-class service and communication as the cornerstone for building long-term customer relationships. Solutions for managing client relationships, such as Microsoft Dynamics 365 Sales, help not only optimize the entire communication chain by adapting to the company’s industry and operational specifics, but also provide a centralized customer database with tools for business analysis and growth forecasting.

One of the key competitive advantages of Microsoft Dynamics 365 Sales is the built-in AI assistant, Copilot. Copilot can take the sales department productivity to a new level: generate reports on any changes made in the system, create automatically generated emails in Outlook and meeting summaries in Teams, as well as analyze customer communication and suggest next steps for further engagement.

As a Microsoft partner, we offer you a step-by-step demonstration guide for deploying Copilot in CRM system Dynamics 365 Sales and configuring the AI assistant in Outlook and Teams. Learn how your sales team can integrate Copilot with their own data sources to boost workflow efficiency and customer engagement, as well as optimize the sales process quickly and seamlessly: Install Microsoft 365 Copilot for Sales | Microsoft Learn

If you need a detailed interactive guide on deploying and extending Copilot in Microsoft Dynamics 365 Sales or consultations with our specialists, please call us at: +38 044 490 22 20 or email: info@innoware.com.