Automate and simplify tasks
Improve productivity with AI-generated summaries, transcripts, and emails.
Efficient communication
Automatically draft emails and set up meetings in Microsoft Outlook with data pulled from Dynamics 365 Sales and Microsoft 365.
Auto-generated summaries
Get an AI-generated email and meeting summaries, including keywords and competitor mentions in Microsoft Teams, Outlook, and Dynamics 365 Sales.
Natural language assistant
Use natural language to get insights on customers, deals, and forecasts in Dynamics 365 Sales.
Personalize customer interactions
Use AI-generated call insights, meeting preparation assistance, and conversation analysis to improve the customer experience
Relationship insights
Get insights into customer relationships and AI-based scoring for high-propensity leads and opportunities.
Streamlined meeting preparation
Generate past meeting notes, emails, opportunity summaries, and action items in Outlook and Dynamics 365 to prepare for customer meetings quickly.
Conversation analysis
Analyze conversations in Teams and Dynamics 365 Sales for KPIs like sentiment analysis, talk-to-listen ratio, and talking speed.
Streamlined workflows
Minimize app switching with seamless data integration and updates between Microsoft 365 applications and Dynamics 365 Sales.
Automatic updates
Automatically sync updates in Teams and Outlook to Dynamics 365 to maintain accurate customer records.
Unify contact information
View and share contact cards of CRM records in Microsoft 365 apps.
Seamless collaboration
Help sales team members work together in Teams collaboration spaces that offer integrated access to Dynamics 365 Sales.
