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

03 February 2026

Members don’t compare your communications with other membership organisations, they compare them to the best digital experiences they have. This article looks at why personalisation matters more than ever today, what’s holding organisations back, and how you can take practical steps to make member communications feel more timely, relevant, and human.

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.