![]() Prepare for customer meetings with a summary view including account information, recent notes, highlights of any issues or concerns, customer news, and more-in Outlook, Teams, or Dynamics 365 Sales.Create contextual emails that utilize customer CRM data to pull in product, customer, and opportunity information, inside Dynamics 365 Sales.Get auto-generated opportunity summaries including status, progress, and highlights of key changes, inside Dynamics 365 Sales.Today, we’re also announcing new Sales Copilot capabilities. Early results show that 85 percent of surveyed sellers report completing one or more tasks faster, and 70 percent stated that Sales Copilot helped them improve productivity. In our own sales organization at Microsoft, more than 10,000 sellers have been using Sales Copilot. Microsoft Viva Sales, announced in June 2022, kick-started our work of transforming seller experiences, and these capabilities are now part of Sales Copilot. Sales Copilot also helps sellers with customer follow-up by generating AI-assisted content and recommendations, such as contextual emails based on Outlook and CRM data. Sellers can go from one customer meeting to the next feeling prepared, armed with AI-powered, real-time insights such as top opportunities and customer opportunity summaries. Sales Copilot saves sellers time with CRM task automation, auto-generated email or meeting summaries, and more. Designed to be a seller companion, Sales Copilot can be accessed in the tools where sellers work, whether that is Outlook, Microsoft Teams, or Dynamics 365 Sales, and connects to other CRM systems like Salesforce. Today, we are announcing Microsoft Sales Copilot-a role-based copilot designed for sellers that empowers them to increase productivity and personalize every customer interaction so they can close more deals. make edits and comments on a document) in real time.Learn more Introducing Microsoft Sales Copilot If you don’t want to have to email documents back and forth for editing-which can play havoc with version control -you’ll need an alternative that includes cloud support for easily sharing files and ideally the ability to co-author (i.e. Collaboration capability: The irony that we still rely on “office” suites when many of us no longer work in physical offices means the ability to collaborate remotely with others is now a required feature.Make sure you’re comfortable with the way a suite lays out its tools and that you don’t have to dig too deeply for those you’ll use a lot. Polarized opinions about Office’s ribbon toolbar underscore this. Interface: The way you access an office suite’s features matters as much as the features themselves. ![]() Look for a suite that can cleanly read and write Microsoft Office formats, from the current DOCX, XLSX, and PPTX file types to legacy formats. That means you’ll still have to work with official Office files. Office compatibility: Most of the working world will continue to use Microsoft Office long after you’ve jumped ship.For many of us, they are the only three we need in a suite. That’s because nearly everyone uses these three apps regardless of the nature of their work. The big three: Though Microsoft Office has expanded over the years to include programs like Outlook, Access, and Publisher, its bread and butter is still its original trio of programs: Word, Excel, and PowerPoint.At minimum, keep these considerations in mind: Depending on your situation, that could be robust spreadsheet calculations and dynamic presentation design or the ability to access files from anywhere and share them with remote team members. When evaluating Office alternatives, don’t look to replicate every feature, just the ones you need and use most. ![]()
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