EY redefines CRM with Dynamics 365 Sales and Sales Agent in Microsoft 365 Copilot
Sales teams often struggle when CRM systems cannot keep pace with modern selling. This customer story video shows how EY uses Dynamics 365 Sales and Sales Agent in Microsoft 365 Copilot to improve insights and streamline sales work. Watch the video to see how AI-powered CRM helps teams focus more time on customers and opportunities.
What is EY doing with Dynamics 365 Sales and Microsoft 365 Copilot?
EY is rethinking how CRM works by combining Microsoft Dynamics 365 Sales with the Sales Agent in Microsoft 365 Copilot. Instead of treating CRM as just a system of record, EY is using these tools to make CRM feel more like a digital sales assistant.
With Dynamics 365 Sales as the core CRM and Sales Agent in Microsoft 365 Copilot layered on top, sellers can interact with customer data in a more natural way—inside the Microsoft 365 tools they already use. The goal is to make CRM less about manual updates and more about supporting real sales conversations and relationship-building.
How does this approach reduce manual data entry for sellers?
EY’s approach uses Dynamics 365 Sales as the central source of customer and opportunity data, while Sales Agent in Microsoft 365 Copilot helps capture and surface that information where sellers work every day.
Instead of typing the same details into multiple places, sellers can:
- Use Copilot to summarize interactions and update CRM records based on existing data.
- Pull CRM insights directly into Microsoft 365 apps, reducing the need to switch systems.
This setup is designed to cut down on repetitive data entry so sellers can redirect more of their time toward customer conversations and relationship management, rather than administrative tasks.
What benefits can sales organizations expect from this CRM rethinking?
By following EY’s example of combining Dynamics 365 Sales with Sales Agent in Microsoft 365 Copilot, sales organizations can expect several practical benefits:
- **More time for selling:** Automating and simplifying data entry allows sellers to focus more on customer engagement and less on admin work.
- **Better use of existing tools:** Because Sales Agent works within Microsoft 365, sellers can access CRM insights in the tools they already use daily, which can improve adoption and consistency.
- **Stronger customer relationships:** With easier access to up-to-date customer information and context, sellers are better equipped to prepare for meetings, follow up promptly, and maintain ongoing relationships.
Overall, this approach helps reshape CRM from a static database into a more integrated, assistant-like experience that supports day-to-day selling activities.
EY redefines CRM with Dynamics 365 Sales and Sales Agent in Microsoft 365 Copilot
published by Takka Technologies
The digital revolution is transforming our organizations and industries, offering new opportunities and challenges. In this context, Takka Technologies' mission is to bring its customers to their full operational potential by making the most of this digital ecosystem. Takka offers intelligent workflow automation solutions so that allow SMEs (and other organizations) can to stay focused on their value chain. Through industry-specific data management, Takka provides its customers with tools to make data-driven decision-making (DDDM).
Takka Technologies fournit des solutions logicielles d'automatisation de processus métier aux PME qui recherchent davantage de performances, de fiabilité et de données structurées dans leur chaîne de valeur ou des activités de support. Les solutions fournies par Takka Technologies incluent la création d'outils et indicateurs qui aident l'entreprise à passer d'un mode de prise de décision traditionnelle à un mode de prise de décision basée sur les données (DDDM).
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