Improving Your Business’s Bottom Line with Copilot for Dynamics 365 Sales
Sales teams like yours are always looking for ways to grow, whether increasing revenue by a set percentage over a set period or expanding market share.
However, a common challenge we hear from clients is “We just can’t add more salespeople.” Microsoft Copilot for Dynamics 365 Sales addresses this issue with powerful built-in AI tools to help streamline processes and automate time-consuming tasks. It can help you empower your current sales team to work smarter and more efficiently, eliminating the need to hire more staff to meet your evolving goals.
This AI-powered assistant will enhance sales performance by allowing sellers to focus more on bringing in clients and winning deals. In this blog, we will give you insights into how you can use Copilot for Dynamics 365 Sales to boost sales, optimize your pipeline, and improve your bottom line.
Addressing the Sales Productivity Dilemma with Copilot for Dynamics 365 Sales
The biggest challenge Copilot for Sales can address is tied to productivity. Sellers who don’t use tools like Copilot spend overwhelming time on manual data entry and other non-selling tasks. This includes logging customer interactions, updating CRM records, and switching back and forth between multiple tools, leading to inefficiencies and lost opportunities.
According to a Microsoft study, every time a sales rep switches between applications – such as switching from Outlook to a CRM system – productivity drops by 40-60 percent, and it can take up to 15 minutes to regain focus. In that same study, researchers found that 79 percent of respondents reported that success expectations have increased and that they spend 70 percent of their time on non-selling activities.
Source: Microsoft
Additional studies From Bain & Company and McKinsey, show that sales organizations can benefit greatly from AI. Some of the numbers researchers found in these studies include:
- 29 percent of sales time can be automated
- A 3-5 percent productivity lift
- 99 percent of sellers would reinvest time saved from AI on higher-value tasks
- 50 percent jump in lead-to-sale conversion rate
- 3-15 percent revenue uplift for organizations that invest in AI
- Doubled cross-selling and up-selling rates
Sales teams need a solution that lets them focus on building relationships and closing deals. That’s where Microsoft Copilot for Sales comes in.
How Microsoft Copilot for Dynamics 365 Sales Transforms Selling
Source: Microsoft
Unlike traditional CRM tools that require manual data entry and constant navigation between platforms, Copilot for Sales seamlessly integrates with Outlook, Teams, and leading CRM systems like Microsoft Dynamics 365. This means sales professionals can access customer insights, update records, and receive AI-driven recommendations—all within the tools they already use.
Your team can also access Copilot on the Dynamics 365 Sales mobile app. This means they can access all of the same features and functionalities on the road with an app that almost directly mirrors the desktop experience.
Key Features and Benefits of Copilot for Dynamics 365 Sales:
There is a lot you can do with AI in Dynamics 365 Sales. Here are some of the key features that your team can start using immediately:
- Automates Repetitive Tasks: Copilot intelligently scans emails, extracts contact details, and updates CRM records, eliminating the need for manual data entry. It can also summarize email threads, saving valuable time spent managing inboxes.
- Enhances Customer Interactions: AI-powered insights provide real-time sales tips, competitor analysis, and suggested responses during meetings. This leads to more meaningful conversations and better customer engagement.
- Reduces Context Switching: Sales reps can access CRM data directly within Outlook and Teams, removing the need to jump between applications. This prevents distractions and keeps sellers focused.
- Improves Data Accuracy: Using AI to capture and input customer interactions directly into the CRM gives you more reliable data. This enables better forecasting and decision-making.
- Drives Revenue Growth: Sellers can focus on closing deals by reducing time spent on admin tasks. Companies using Copilot for Sales have reported a 25% increase in revenue within a single quarter.
Source: Microsoft
Note: To use Copilot for Dynamics 365 Sales, users need a Copilot for Microsoft 365 subscription license for the users who need it. You can learn more about Copilot licensing and pricing by reading our blog.
Specific Copilot for Sales Tools Driving Business Growth
Microsoft Copilot for Sales isn't just a single AI feature—it leverages multiple intelligent tools to drive sales performance and efficiency. Here are some of the specific tools you can use to increase efficiency for your sales team:
- AI-Generated Email Summaries & Drafts: This helps sales reps stay on top of conversations without spending hours crafting responses. Copilot extracts key points from emails and generates tailored replies based on CRM data.
Source: Microsoft
- Automated Contact & Opportunity Management: When Copilot detects a new contact in an email signature, it suggests adding them to CRM and provides opportunity summaries with next-step recommendations.
- Meeting Summaries & Action Items: Integrated with Microsoft Teams, Copilot transcribes meetings, highlights key discussion points, and creates action items—ensuring nothing falls through the cracks.
Source: Microsoft
- Competitor Intelligence & SWOT Analysis: Copilot analyzes competitor mentions in sales conversations and provides insights on strengths, weaknesses, and strategic positioning.
- Real-Time Sales Coaching: Sales managers can review AI-generated call summaries and provide targeted coaching based on how reps handled objections, discussed competitors, or positioned solutions.
- Seamless CRM Integration: Whether using Microsoft Dynamics 365 or Salesforce, Copilot enables direct updates to CRM records from within Teams and Outlook, reducing friction in sales workflows.
The Real-World Impact of Copilot for Dynamics 365 Sales
According to a pair of Microsoft case studies, businesses that have adopted Copilot for Sales have already seen tangible benefits. Netlogic, for example, has saved 30 minutes per meeting on notetaking and CRM updates. Similarly, Avande reported improved data quality and an additional 30-60 minutes of productivity gained per rep each week.
In another Microsoft study, 83 percent of sellers said Copilot for Sales made them more productive. Additionally, 79 percent said it reduces admin work.
By automating routine administrative work, sales professionals can dedicate more time to customer interactions, building relationships, and closing deals—leading to measurable revenue growth.
The Future of AI in Sales
Microsoft Copilot for Sales is redefining how sales teams operate by maximizing productivity. By empowering your team with AI-drive automation, they can focus more on higher-value tasks that drive more revenue and boost your bottom line. As AI tools like Copilot evolve, so do the features that can help you become even more efficient.
Ready to Empower Your Sales Team with Copilot? Talk to the Stoneridge Experts
As a Microsoft inner-circle partner, we are always up to date on the latest innovations in Copilot and how they can help make work easier within your organization.
Get in touch with our team today to start using AI effectively.
Under the terms of this license, you are authorized to share and redistribute the content across various mediums, subject to adherence to the specified conditions: you must provide proper attribution to Stoneridge as the original creator in a manner that does not imply their endorsement of your use, the material is to be utilized solely for non-commercial purposes, and alterations, modifications, or derivative works based on the original material are strictly prohibited.
Responsibility rests with the licensee to ensure that their use of the material does not violate any other rights.