Effective July 1, 2023, Viva Sales is rebranded as Microsoft 365 Copilot for Sales. This name change reflects the new AI capabilities that Microsoft have added.
What is Sales Copilot?
Sales Copilot brings together the applications sellers work with— like Customer Relationship Management (CRM) systems, Microsoft 365, and Microsoft Teams — to provide a more streamlined and AI-powered selling experience. It saves time with CRM task automation, auto-generated email or meeting summaries, and more by making AI-chat generated suggestions and actions. Sales Copilot can be accessed in Outlook, Teams, and Dynamics 365 Sales, and connects to other CRM systems like Salesforce.
Licensing
Sales Copilot includes the Viva Sales capabilities and is generally available both as a standalone license and included for users licensed for Dynamics 365 Sales Enterprise/Premium.
More information
For the announcement of Microsoft , please visit: https://cloudblogs.microsoft.com/dynamics365/bdm/2023/07/18/reshaping-the-future-of-business-with-microsoft-sales-copilot-dynamics-365-customer-insights-and-a-new-cloud-migration-program/.
For an introduction to Microsoft Sales Copilot, please visit: https://support.microsoft.com/en-us/topic/introduction-to-microsoft-sales-copilot-e1b89ece-e97f-4a9d-9cdc-9018fde0a6a5.
To learn more about Microsoft Sales Copilot, please visit: https://cloudblogs.microsoft.com/dynamics365/it/2023/07/18/improve-sales-productivity-and-close-more-deals-with-microsoft-sales-copilot/.
For useful software licensing information on Microsoft licensing programs, please visit: https://www.schneider.im/software/microsoft/.
Please contact us for expert services on your specific Microsoft agreements and to request a quote.