Ambit Group: Copilot on board - Revolutionize sales and marketing with AI

A blog post by Daniel Keller and Marcel Fürst, Ambit Group

September 2023

Copilot on board: Revolutionize sales and marketing with AI

In March 2023, Microsoft introduced Dynamics 365 Copilot. An innovative tool available in both CRM and ERP applications. Copilot is not just another tool in Microsoft's lineup, but a game-changer. It breaks down data silos, turns insights into actions, and gives companies a new reason to use the cloud.

What is Copilot? Simply put, Copilot is a personal assistant based on the latest Artificial Intelligence. It is designed to help in almost any business area and make tasks more efficient and faster. This allows employees to focus on the tasks that really matter. And although Copilot has only been available for five months, it has already shown how valuable it can be. This is just the beginning of the journey of AI in Dynamics 365.

Using Copilot to achieve sales success: AI-driven sales strategies

Designed specifically for salespeople, Sales Copilot offers a variety of features that revolutionize the sales process. From integrating with popular tools like Outlook and Microsoft Teams to automating CRM tasks, Sales Copilot is designed to help salespeople be more productive and build better relationships with their customers.

To get a more in-depth understanding of Copilot, the following are three basic features that can go a long way in making your day-to-day work easier; they represent just a small part of what's possible.

Guided sales with next-gen AI:

Real-time recommendations: Dynamics Copilot continuously analyzes the sales process and, based on current data and trends, makes recommendations. This can be, for example, a recommendation on choosing the best time to contact a potential customer, or deciding which products best fit a customer's needs.

Interactive prompts: In complex sales scenarios, the system can guide the sales rep through the process by asking questions or making suggestions to ensure that no important steps are overlooked.

Automated data collection:

Intelligent interaction capture: Instead of the sales rep having to manually enter each email or call into the system, Dynamics Copilot can automatically detect and log these interactions in the CRM system.

Data consistency: automation ensures that all data is consistent and up-to-date. This prevents human error and ensures that the entire team is always up to date.

Personalized customer information:

Advanced customer profiling: Dynamics Copilot can create a comprehensive profile of a customer or prospect that includes not only basic information, but also provides insights into buying habits, preferences, and previous interactions.

Predictive analytics: Based on the data collected, the system can make predictions about what products or services a customer might need in the future. This enables sales representatives to be proactive and make offers before the customer even asks for them.


Sales Copilot will be available both as a standalone subscription option and as part of existing Dynamics 365 Sales Enterprise and Premium licenses at no additional cost. Sales Copilot will be available both as a standalone subscription option and as part of the existing Dynamics 365 Sales Enterprise and Premium licenses at no additional cost. New features will be implemented successively over the coming months, and existing features will be continuously improved. The planned additions here in the overview: Microsoft Dynamics 365 - Release Plans


Copilot in marketing: intelligent strategies and targeted optimization

Dynamics 365 Copilot also unleashes its full potential in the area of marketing (since 1.9. Customer Insights - Journeys). It offers advanced features that help marketers refine their strategies and communicate more effectively:

  • Intuitive customer segmentation:

With "Query Assist" and "Content Ideas," Copilot supports marketers in identifying specific customer segments and generating precisely tailored content suggestions. The result is customized content that is precisely tailored to the needs and interests of the target groups.

  • Automated optimization of marketing campaigns:

Copilot uses AI technologies to analyze marketing campaigns in real time. It identifies potential for improvement and provides targeted optimization suggestions. This allows campaigns to be dynamically adjusted to ensure maximum effectiveness - without any manual effort.

  • Targeted segmentation through customer behavior:

Copilot enables behavior-based segmentation. This means that customer groups are created based on their actual behavior and interactions. This ensures precise targeting of marketing messages and reaches exactly those customers who are most likely to show a positive response.

  • Proactive marketing analytics:

Rather than just reacting to current data, Copilot can predict future market trends and customer behavior. By analyzing data from multiple sources, marketing teams gain valuable forecasts that enable them to anticipate trends and act accordingly.


To enable Copilot in Dynamics 365 Marketing and Customer Insights, you do not need any additional licenses. However, you must have a valid license for Dynamics 365 Marketing or Customer Insights to access Copilot features.


Our conclusion

Microsoft Dynamics 365 Copilot is more than just another tool - it's the beginning of a new era in business. With its AI-powered technology, Copilot has the potential to revolutionize the way businesses work.

What does the future hold?

From September 2023 and beyond, we can expect the following developments:

  • Integration via Microsoft 365: Copilot is expected to be more tightly integrated with Microsoft 365 apps such as Word, Excel, and Outlook, making daily work even more seamless and productive.
  • Advanced AI capabilities: The next generation of AI technologies is integrated into Copilot to provide even deeper analytics and insights into enterprise data.
  • New plugins and extensions: Copilot is expected to be enhanced with additional plugins and extensions, especially in the area of ChatGPT and Bing.
  • Focus on customer service: With Microsoft technologies, Copilot will be able to analyze and use company data even more efficiently to revolutionize customer service.

These innovations promise to keep Microsoft Dynamics Copilot at the forefront of technology development to help companies streamline their processes and better serve their customers.

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Christian Schipp, Chief Business Development Officer

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