Sales is one of the most challenging and rewarding professions in the world. It requires a combination of skills, knowledge, and personality to succeed in a competitive and dynamic environment. But what if you could have a personal assistant that could help you with every aspect of your sales process, from prospecting to closing? That’s what Microsoft Dynamic 365 Sales offers you. Microsoft Copilot for Sales is a new product that leverages the power of artificial intelligence to provide you with intelligent guidance, insights, and automation throughout your sales cycle.

Use Cases

Microsoft Copilot for Sales is designed to help sales professionals to:

  1. Save time and increase productivity by automating repetitive and manual tasks, such as creating contacts, updating opportunities, scheduling meetings, and sending follow-ups.
  2. Stay on top of their pipeline and prioritize their actions by getting personalized and actionable recommendations, such as which leads to contact, which deals to close, and which customers to nurture.
  3. Improve their sales performance and skills by getting real-time feedback, coaching, and best practices, such as how to craft effective emails, how to handle objections, and how to negotiate better deals.
  4. Collaborate and communicate more effectively with their team and customers by using Microsoft Teams as their central hub for sales conversations, meetings, and documents.

Licensing Requirements

Microsoft Copilot for Sales is licensed as a paid add-on license for users with one of the following licenses:

  1. Microsoft 365 E3/E5/Business Standard/Business Premium
  2. Office 365 E3/E5

There are two subscription lengths available: 1-year or 3-year.

Microsoft Copilot for Sales includes Copilot for Microsoft 365!

Licensing Channels

Copilot for Sales available on the following licensing channels:

Starting February 1, 2024:

  1. Enterprise Agreement (EA)
  2. Enterprise Subscription Agreement (EAS)
  3. Microsoft Customer Agreement (MCA)
  4. Web Direct

Starting March 1, 2024:

  1. Cloud Solution Provider (CSP)

Copilot for Sales (education) is available through:

Starting May 1, 2024:

  1. Enrollment for Education Solutions (EES)
  2. Microsoft Customer Agreement (MCA

 Pricing & Upgrading to Copilot for Sales

Microsoft Dynamic 365 Sales with Copilot costs $50 per user per month. Customers who already have Copilot for Microsoft 365 licenses can purchase Copilot for Sales for an additional $20 per user per month. Dynamics 365 Sales Premium customers will need to pay $30 per user per month for Copilot for Microsoft 365 to get the full Microsoft Copilot for Sales experience.

Pricing & Upgrading to Copilot for Sales

More Information

For the announcement article, please visit: https://cloudblogs.microsoft.com/dynamics365/bdm/2024/02/01/microsoft-copilot-for-sales-and-copilot-for-service-are-now-generally-available/.

Tectura Corporation: A Trusted Business Partner for Microsoft Dynamics ERP and CRM – https://microsoft.ciotechoutlook.com/vendor/2018/tectura_corporation

Please contact us for free expert consultancy on your specific Microsoft agreements, more information and to request a quote.

For the product page, please visit: https://www.microsoft.com/en-us/ai/microsoft-sales-copilot.

For a FAQ, please visit: https://learn.microsoft.com/en-us/microsoft-sales-copilot/sales-copilot-faq.

For more on the name change from Sales Copilot to Copilot for Sales, please visit: https://learn.microsoft.com/en-us/microsoft-sales-copilot/whats-new-copilot-sales.

For even more resources on Copilot for Sales, please visit: https://adoption.microsoft.com/en-us/copilot-for-sales/.

“Your Business, Our Insight” As a Gold partner of Microsoft, Tectura believe in the power of teamwork, and look forward to collaborating with your company.

Email: in.information@tectura.com and Contact Number: +91-8377866210

Reference:Relationship Management – Business Central | Microsoft Learn