13 Oct 2023

Microsoft Sales Copilot

Check out a short demonstration of how to use Microsoft Sales Copilot in Outlook and Dynamics 365 to summarise your deals and draft relevant emails

Microsoft Sales Copilot is a powerful tool that helps you prepare for engagements with potential customers and members. It gathers information from your Dynamics 365 CRM system and Microsoft Office and enriches it with actionable insights directly inside the business applications you use every day. 
Access related information from Dynamics 365 at your fingertips, save activities such as emails and meetings, and get an overview of recent interactions with your customers.

Related news & insights

21 July 2025

Discover how AI-powered Dynamics 365 is transforming membership organisations.

08 August 2025

Too many tools, too little clarity. This article explores how AI sprawl is undermining productivity across membership organisations and why consolidating into one secure, managed workspace like smartAI is the smartest move you can make in 2025. One platform, one login, zero chaos.

News
01 June 2025

Fire Industry Association turned to smartAI to slash manual workloads and elevate member experience.

Related articles

We have built 100 ready-to-go, end-to-end practical AI solutions

Webinar
Tuesday 4th November, 9.30-10.30am

Microsoft has invested literally billions in technologies for Associations and other businesses, revolutionising the way services can be delivered – and you can get ahead of the curve.