​Achieving sales success with
Microsoft Dynamics 365
Sales & AI:  

​​​Key considerations you need to know  

​Cut the drudgery 

Generate email content including data from CRM and past interactions

Summarize meetings instantly

Simplify tasks like updating customer records while in the flow of work  

​Connect the Data

Answer customer questions immediately

Build connections with summaries of the latest interactions

Get relevant CRM data during meetings  

​Crush the sale

Keep the momentum rolling with reminders and recommendations

Focus on high-quality leads with auto-generated opportunity reports

Receive next-best action recommendations

​Continuously improve

Learn from real-time analysis of conversations and interactions

Quickly search content using natural language

Identify best practices and practical techniques

89 percent of workers with access to automation and Al-powered tools feel more fulfilled because they can spend time on work that truly matters1  

What do people want from their CRM platform?  

We have seen that sellers are more likely to adopt and use tools that solve their most critical challenges.  

​- Save time3

- Be more agile4

- Automate daily tasks5

- Make information more6  

32% of seller time is spent selling  

68% is spent on non-revenue-generating activities2  

​Meet Customer needs in real-time 

64% of customers with companies would respond faster to their changing needs7  

87% of customers increasingly expect relevant, personalized information based on their decision journey8  

Unlock the full potential of your customer data to elevate customer experiences and meet customer demand for personalized experiences with:

​​​- Real-time insights

- Contextual and relevant customer journeys

3 top skills to train 

Next-generation AI is easy to use, but training can take results to the next level. Here are three things to focus on.

​​​1. Crafting prompts: Many AI features respond to user input. Clear, specific, and detailed prompts deliver better results.

2. Iteration: Unlike traditional computer programs, where there is only one way to do things, AI responds to subtle changes in your approach. Trying something in several different ways can lead to a better outcome.

3. Double-checking content: AI is very powerful, but it can make mistakes. Sellers should always review content for errors and ensure it’s appropriate.

60% of business owners expect AI to drive sales growth9  

​Microsoft follows 6 principles of responsible Al 

When you're looking to empower your sales team with Al capabilities, it's important to choose solutions that meet high standards of ethics and responsibility. Microsoft uses six principles to guide development and use of Al-enabled tools.

84% of executives believe that audit of Al models will be required within the next 1-4 years10

1. Fairness

2. Reliability and safety

3. Privacy and security

4. Inclusiveness

5. Transparency

6. Accountability

​
Get practical guidance for empowering your sales team with Dynamics 365 Sales 

EASI is a Microsoft partner with the expertise to guide your business in unlocking the benefits of an AI-powered CRM. Read our new e-book, “The future is here: unlock the power of AI for your sales team,” to discover how AI helps sellers and sales leaders transform how they work.  

Contact us now: 

Address: 3538 Oak Forest Dr. Houston, TX 77018

Local Phone: 713-706-4050

Toll-Free Phone: 1(888)574-3274

Sales: sales@TeamEASI.com

Support: support@TeamEASI.com  

Contact Form:

1. 2023 Microsoft Business Trends Survey of 4,500 business decision makers (BDMs) in the United States, the United Kingdom, and Japan
2. Can AI Really Help You Sell?, Harvard Business Review, 2022
3. Work Trend Index | Will AI Fix Work?, Microsoft, 2023
4. 2023 Microsoft Business Trends Survey of 4,500 business decision makers (BDMs) in the United States, the United Kingdom, and Japan
5. 2023 Microsoft Business Trends Survey of 4,500 business decision makers (BDMs) in the United States, the United Kingdom, and Japan
6. 2023 Microsoft Business Trends Survey of 4,500 business decision makers (BDMs) in the United States, the United Kingdom, and Japan
7. “The human paradox: From customer centricity to life centricity,” Accenture, 2022
8. “Want to pull ahead of the pack? Ramp up data-driven capabilities,” Deloitte, 2022
9. How Businesses Are Using Artificial Intelligence In
10. 2023 – Forbes Advisor 2023 KPMG US AI Risk Survey Report, KPMG, 2023  

Achieving sales success with Microsoft Dynamics 365 Sales & AI 

Schedule a demo with EASI to take a more in-depth look at how we can help you solve seller efficiency challenges by deploying Copilot in Dynamics 365 Sales. EASI TEAM.