Friday 24 May 2024

{How to} Get real time tips and suggested answers during Teams meetings on Dynamics 365 Sales

Hello Everyone,



Today I am going to share my thoughts on the real time tips and suggested answers during Teams meetings on Dynamics 365 Sales.






Let's get's started.




Yes being surprised  by a question or an unfamiliar competitor mention during a sales call can be a jarring and unsettling experience.



This unexpected situation often causes sellers to switch context as they try to search for the information.



This distraction can harm the overall sales process and potentially jeopardize the deal.




Having the right data at the correct time is a powerful tool for sales teams that can lead to increased productivity, better communication and more effective selling.


When a customer mentions competitor or brand in a meeting data from the transcript and the CRM enable real time information cards to be displayed to the Sales Copilot pane in the Teams meetings.




That't it for today.


I hope this helps.


Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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