CoPilot and Dynamics 365 in AEC: Part One: A Day in the Life of a Business Development Manager

Using Copilot Sales in Outlook

Using Dynamics 365 and Copilot Embedded

• Get Information on Clients and Accounts:  Instantly access comprehensive details on clients and companies with Copilot embedded in Dynamics 365.  From recent activities to key contacts and historical project data, Copilot provides the insights needed to drive informed decisions and effective client interactions.

Using Teams and Copilot for Sales

More Effective Collaboration:  Never miss and better understand crucial data. Copilot provides a summary of what was discussed, allowing you to catch up and collaborate more effectively.

Capture Meeting Notes, Outstanding Questions and Follow-up:  Enhance and better organise meeting content and follow-up productivity with Copilot’s ability to capture detailed notes, highlight outstanding questions, and document actionable items.

Use Copilot to Summarize RFP and Tender Information

Received Tender Documents in Word?  Quickly grasp the essence of lengthy and complicated RFP or Tender documents and more effectively determine the viability of an opportunity.  Copilot scans through the content and provides a concise summary, highlighting key requirements, expectations and deliverables.  Copilot enables your marketing and business development teams to prioritize opportunities, respond promptly and accurately.

HSO's Copilot Use Case for AEC

• Copilot and D365 for AEC Companies:  Discover how HSO’s team leverages Microsoft Copilot with Dynamics365 to help their AEC clients to identify, pursue and win the right work.   This educational session provides real world examples of Copilot in action with Dynamics365, demonstrating the effectiveness of understanding strategic relationships, identifying the strongest opportunities, prioritizing the most valuable pursuits, defining the right resources, and leveraging effective collaboration to win more work and grow the business!