Category: CRM



Finance professionals invest significant time analyzing a company’s financial performance, identifying variances, and uncovering root causes. Discover how Copilot for Finance can streamline and expedite this critical process. Learn more: https://www.microsoft.com/microsoft-copilot/microsoft-copilot-for-finance #Microsoft #MicrosoftDynamics365 https://www.youtube.com/watch?v=YWUhKLSpRrs



Julie and Jason took the Biz Apps Classroom to Denver to talk training and learning at DynamicsCon Live 2024. Our guest on this live, in-person episode is Nick Doelman, a Microsoft MVP and former Microsoft employee. AI was all over the conference, and we start by taking on the question of Microsoft Copilot's role in developing Microsoft technology training. Nick shares his perspective on the strengths and weaknesses of today's tools for creating learning plans, classroom training, and self-learning activities. His experiences point to Copilot as a tool, not a solution, and he explains why he still has trust issues with the technology. Nick also shares a recent experience of asking Copilot to develop a syllabus for a client. He had to balance the potential time saved, the skills a Microsoft consultant needs to properly review such AI output, and the risks of some people leaning too heavily on these tools. Resources: Power Platform Boost Podcast: https://powerplatformboost.buzzsprout.com/ MSDW's DynamicsCon Live 2024 coverage: https://msdynamicsworld.com/tags/dynamicscon-may-2024 See all Biz Apps Classrooms episodes here: https://msdynamicsworld.com/biz-apps-classroom Support the podcast and get a discount on an annual plan for 365.training by visiting https://365l.ink/MSDW. Keep up with community content at https://mydigest.365.training/ https://www.youtube.com/watch?v=6og85QRLREU



For version with Audio Description visit: https://youtu.be/wn7ONPCJ0Vk With Copilot for Sales, you can make selling effortless, make an impression, make it together, and make the sale. Bring your CRM data into the flow of work with the Microsoft 365 apps you use every day. Make it Effortless with Email Summarization and CRM Integration:
○ Copilot for Sales simplifies the process of summarizing emails related to a deal. By extracting key information and insights, it helps sales professionals stay organized and focused. ○ Integrating with your CRM (Customer Relationship Management) system ensures that all relevant email content is seamlessly added to the deal record. This saves time and ensures accurate data entry. Make an Impression with Tailored Pitch Decks in PowerPoint: ○ Copilot generates custom pitch decks tailored to specific sales meetings. These decks can include compelling visuals, product information, and value propositions. ○ A well-crafted pitch deck can leave a lasting impression on potential clients and increase the chances of closing the deal. Make it Together with a Seamless Integration with Teams: ○ Collaboration is essential in sales. Copilot for Sale’s integration with Microsoft Teams facilitates communication and teamwork among sales reps. ○ Whether it’s discussing strategy, sharing updates, or collaborating on documents, Microsoft Teams ensures everyone is on the same page. Make the Sale by closing Deals Faster:
Copilot for Sales help sellers streamline various aspects of the sales process. By automating tasks, providing relevant information, and enhancing collaboration, Copilot for Sales helps sales teams achieve faster deal closures. Get started with Copilot for Sales here : https://www.microsoft.com/en-us/ai/microsoft-sales-copilot #Microsoft #MicrosoftCopilot #AI https://www.youtube.com/watch?v=omszPGW7CYU