Podcast |

Companial Talkie

Microsoft Dynamics 365 Copilot – Sales & Marketing Evolution

2023

Dynamics 365 Marketing & Customer Insights Consolidation: Navigating Changes for Current Installations and Marketing Strategies

In this edition of Companial Talkie, Chris Parkes talks with Ursula Koller about Microsoft Dynamics 365 Copilot and the Sales & Marketing Evolution.

In this podcast, Chris and Ursula explain:

  • What Companial partners need to know about using Copilot in Dynamics 365
  • How to implement this with the partner's customers
  • The re-branding of Dynamics 365 Marketing to Dynamics 365 Customer Insights
  • Recommendations on how to get started with Dynamics Copilot 365
Companial Talkie
Companial Talkie

We know that it can be challenging to keep track of everything, including the market, the Dynamics Partner network, and news coming from Microsoft. That‘s why we are launching the Companial Talkie short episodes to share expert insights on discussion-worthy Microsoft Dynamics 365 and Power Platform topics to make it easier for you to stay the best-informed Partner possible.

Microsoft Dynamics 365 Copilot – Sales & Marketing Evolution
byCompanial

Copilot is an AI-powered business solution that helps businesses streamline processes and improve customer experiences. It is a virtual assistant that seamlessly integrates into Dynamics 365 CRM.

In this episode:

  • Intro
  • What is Copilot for Dynamics 365?
  • How can Copilot be implemented in customers' organizations?
  • Impacts on existing customers
  • Will Dynamics 365 Marketing, as a product brand, no longer exist?
  • Why is Microsoft making these changes?
  • Recommendations for partners

Here are some links where you can find more information:

– https://learn.microsoft.com/en-us/dyn…
– https://learn.microsoft.com/en-us/dyn…

Companial Talkie on Viva Sales:

• Companial Talkie | Microsoft Viva Sales     

• Companial Talkie | Microsoft Viva Sal…  

Subscribe to the Companial channel for more on Microsoft Dynamics 365 and other Microsoft technologies.

Links mentioned in the Companial Talkie for more information:

Dynamics 365 Customer Insights FAQs | Microsoft Learn

Companial Talkie | Microsoft Viva Sales

Companial Talkie | Microsoft Viva Sales #2

Presenters

Chris Parkes, Business Development Manager for D365 CRM & Power Platform

Whilst we all know that the C in CRM (or CE) stands for Customer, for many partners in our community and for us, our first association would usually be linked to Chris. Whether you meet Chris at an (online) event, attend one of his webinars or listen to his latest podcast episode, he is all about Dynamics 365 and its inseparable link with the Power Platform. Apart from this ambassador role, his true passion is helping translate a vision into simplified actions that partners can take to enable them to succeed and grow.

Ursula Koller, Corporate Marketing Lead

Ursula Koller has been Corporate Marketing Lead at Companial (previously QBS Group) since 2020. Her experience in marketing with well-known companies in the IT industry (A-Brands), such as Oracle, SAP, IBM, and Microsoft, includes a strong focus on the B2B partner business. As a result, she has extensive expertise in the field of business software.

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