Microsoft E3 and Windows 10/11 E3 CSP Licenses and VDA Rights
Does a user licensed with a Microsoft E3 or Windows 10/11 E3 licensed through CSP, have VDA Rights for an onprem VDI server? My understanding is that this was recently changed to allow these rights through a CSP Agreement, whereas before it was only allowed through an EA or MPSA agreement. Here is the documentation I have found on this that I am hoping you can verify. I’ve attached the presentation from Microsoft that announced this change. Please go to slide 21 where you can see that you can run Windows hosted desktops on a server through the CSP model. I have attached the Licensing Brief for licensing for Virtual Desktops. If you look at Page 8, you will find the Summary Table, that shows that with a Microsoft E3, you have the ability to run the Microsoft E3 (or Windows E3) on an on-prem server. Thank you!Microsoft Dynamics 365 Finance Premium Announcement
Summary On January 1, 2024, Microsoft will release a new SKU for Microsoft Dynamics 365 Finance that empowers people with advanced business performance management capabilities. Dynamics 365 Finance Premium will provide creator access to advanced intelligence, insights, planning, and database capabilities that help customers accelerate business performance. The initial release will focus on creator access to Microsoft’s new extended planning and analysis (xP&A) capabilities that encompass the crucial tasks of budgeting, forecasting, financial analysis, and corporate performance management. Business performance planning will become generally available on December 31, 2023 and customers will need to purchase Dynamics 365 Finance Premium licenses to use these capabilities. The new SKU will be available on price list preview starting December 1, 2023. This release is a significant step in establishing Microsoft as a leader in ERP with rapid innovations in finance to enhance business performance agility and empower teams with AI-guided planning, analytics, and insights to take next best actions. Make sure to review the blog to learn more: https://cloudblogs.microsoft.com/dynamics365/bdm/2023/12/06/enhance-business-performance-agility-with-microsoft-dynamics-365-finance-premium/. Details Business performance planning Microsoft introduced the https://cloudblogs.microsoft.com/dynamics365/bdm/2023/05/31/introducing-extended-planning-and-analytics-for-dynamics-365-finance/ on May 31, 2023. The GA of business performance planning capabilities will equip Dynamics 365 Finance customers with a comprehensive view of financial and operational performance to empower more informed decision-making. These capabilities simplify and automate planning, budgeting, forecasting, reporting, and analytics through integration with familiar Microsoft Power BI and Excel environments. Initial release use cases will apply to finance “record to report” business processes including revenue planning, bottom-up planning, budgeting, forecasting, long range planning, merger and acquisition valuation, cashflow, risk mitigation, and capex planning. Additional data models will be added to extend use cases to include operational and workforce planning scenarios to deliver on the vision to: Unify disparate data from across the business into a single source of truth. Create, share, and collaborate across secure cloud reporting delivered through familiar tools with Microsoft Excel and Power BI visuals. Receive contextual AI-driven insights to improve business performance, embedded into the flow of work. Connect planning and operational data with AI capabilities to enhance forecasting. Business performance analytics https://cloudblogs.microsoft.com/dynamics365/bdm/2023/02/22/deliver-insights-with-dynamics-365-finance-business-performance-analytics/ on February 22, 2023, business performance analytics provides Dynamics 365 Finance customers with self-service analytics and reporting that eliminates the need for finance professionals to have expertise in data science or IT. The business performance analytics capabilities are currently available in public preview and you can https://learn.microsoft.com/en-us/dynamics365/finance/business-performance-analytics/install-bpa and try it out today. These capabilities are available within the Dynamics 365 Finance SKU; however, looking forward, access to more advanced insights and AI-guided analytics will be available as part of the new Premium SKU. Dynamics 365 Finance SKU placemat – NEW Premium SKU Ensure your customers can activate the new business performance planning capabilities within Dynamics 365 Finance from the Power Platform Admin Center (PPAC) when they become generally available on December 31, 2023, by optimizing their SKU mix for finance and business performance management users. Any user that needs to create plans, budgets, forecasts, or financial analysis reports will need to have a Dynamics 365 Finance Premium license. Users that only need to read or make light edits to business performance planning tasks can use a Dynamics 365 Finance license. Those that only need to read reports or dashboards can use a Team Member license. You can find pricing details here: https://dynamics.microsoft.com/en-us/finance/pricing/ Modernizing business performance management Microsoft’s new business performance planning and business performance analytics capabilities provide an advanced approach that goes beyond traditional financial planning and analytics to deliver across these planning and analytics use cases: Integrated Business Planning (IBP): Enables the integration of financial planning with operational and strategic planning, breaking down silos between different business functions. This holistic approach ensures alignment across your organization's various planning processes. Driver-Based Planning: Allow you organization to develop driver-based models, where key operational drivers (such as sales volume, headcount, or production units) directly impact financial outcomes. This dynamic modelling improves accuracy and responsiveness in forecasting. Scenario Planning and Analysis: Facilitate the creation and analysis of multiple scenarios, considering various internal and external factors. This helps you understand potential impacts on financial performance and make informed decisions in a rapidly changing business environment. Real-Time Reporting and Analysis: Get visibility into key performance indicators (KPIs) and financial metrics. This ensures that decision-makers have access to the most up-to-date information, enabling timely and data-driven decision-making. Profitability Analysis: Conduct detailed profitability analyses by customer, product, or business segment. This granular level of analysis helps in identifying areas for improvement and optimizing resource allocation. Collaborative Planning: Encourage collaboration among different departments and stakeholders involved in your planning process. This collaborative approach fosters better communication, alignment, and a shared understanding of organizational goals. Cash Flow Planning: Effective cash flow planning is crucial for the financial health of an organization. Ensure you have robust tools for cash flow forecasting, helping you manage liquidity and make strategic decisions to optimize your cash position. Rolling Forecasts: Unlike static annual budgets, you need support for rolling forecasts, allowing your organization to continuously update forecasts based on actual performance and changes in the business environment. This adaptability enhances agility in financial planning. Ensure your customers are ready to adopt the new business performance planning capabilities and start 2024 with a better view of their strategic plans. Call to Action Familiarize yourself with the https://dynamicspartners.transform.microsoft.com/download/protected?assetname=assets/Dynamics%20365%20Finance%20Premium%20FAQ_113023.pdf&download=1&protected=1 and https://dynamicspartners.transform.microsoft.com/download/protected?assetname=assets/Business%20Performance%20Management%20-%20Dynamics%20365%20Finance_for%20Partner%20Hub.pptx&download=1&protected=1 Read the blog: https://cloudblogs.microsoft.com/dynamics365/bdm/2023/12/06/enhance-business-performance-agility-with-microsoft-dynamics-365-finance-premium/ Bookmark the https://dynamicspartners.transform.microsoft.com/products/finance Review the new Finance Premium SKU in pricelist preview Follow news to access demo resources and technical training coming in January 2024 Drive adoption with your customers and optimize the SKU mix to ensure people have access to business performance management capabilities More resources and technical training will roll out January - March 2024 Ask questions in the https://aka.ms/bizappsmpcIntroducing the Microsoft Copilot Copyright Commitment
Summary Today Microsoft shared with you https://aka.ms/CopilotCopyright/announce, a new commitment that extends the existing intellectual property defense obligations to commercial Copilot services, including Dynamics 365 Copilot, Copilot in Power Platform and Microsoft Sales Copilot, and builds on the previous https://blogs.microsoft.com/blog/2023/06/08/announcing-microsofts-ai-customer-commitments/. This means that if a third party sues a commercial customer for copyright infringement for Microsoft’s commercial Copilots, and/or Bing Chat Enterprise or the output the Copilots generate, Microsoft will defend the customer and pay the amount of any adverse judgments or settlements that result from the lawsuit, as long as the customer used the guardrails and content filters built into the products and is not attempting to generate infringing materials. The Microsoft Copilot Copyright Commitment will be effective starting October 1, 2023, and apply to paid versions of Microsoft commercial Copilot services and Bing Chat Enterprise. It will not extend to any free products, custom-built Copilot services, or consumer products or services, even if identified as a Copilot. It will be reflected in a single change to Microsoft’s https://aka.ms/CopilotCopyright/PT, where all applicable conditions will be detailed. Below are the key protections offered by this commitment. Please note that this is not an exhaustive list, and the relevant contractual terms will reflect the details. It will be extended to paid versions of Microsoft commercial Copilot services and Bing Chat Enterprise. It will not extend to any free products, custom-built Copilot services, or consumer products or services, even if identified as a Copilot. It covers third-party IP claims based on copyright, patent, trademark, trade secrets, or right of publicity – please refer to the FAQs for more details on the claims covered and exclusions. It covers the customer’s use and distribution of the output content generated by the Copilot services, but not the customer’s input data, modifications of the output content, or uses of output that the customer knows or should know will infringe the rights of others. It requires the customer to use the content filters and other safety systems built into the product and the customer must not attempt to generate infringing materials, including not providing input to a Copilot service that the customer does not have appropriate rights to use. Next Steps Use the resources below to prepare for customer conversations: Read and share the https://aka.ms/CopilotCopyright/announce and the https://aka.ms/CopilotCopyright/licensing Prepare for customer questions and meetings: Get the latest https://aka.ms/BACopilot story and resources Resources https://aka.ms/BACopilot Contact For more information about the Microsoft Copilot Copyright Commitment, please post questions here on the https://aka.ms/bizappsmpc. Call to Action Read and share the https://aka.ms/CopilotCopyright/announce and the https://aka.ms/CopilotCopyright/licensing Review the https://aka.ms/BACopilot Transform Page Engage in the https://aka.ms/bizappsmpcNew Attach Licenses for Business Central Premium - now available!
Hot this week - Microsoft just launched two new Attach Licences for Business Central Premium - Dynamics 365 Sales and Dynamics 365 Customer Service, at $20 per application. For customers with Business Central premium this is an amazing value add - for only $20 more, customers can take advanced of these capabilities, leverage the integration available across our Dynamics solutions, and truly transform and round out their backend and front end operations with these solutions. For partners, the new pricing SKUs can help expand your business applications footprint and address the critical digital transformation needs of customers today. Learn more about the new offer details and eligibility criteria and reach out to your customers now with the ready to go email template in this partner kit. Happy selling! Angela Angela Reese Kawano | Senior Partner Marketing Manager (She/Her) Business Applications & Global Industry Marketing | Partner Ecosystem Team Email: mareesek@microsoft.com| Phone: 202.2776441 | www.linkedin.com/in/angela-reese-kawanoIntroducing xP&A Capabilities to Dynamics 365 Finance
Summary On May 31, Microsoft announced the introduction of extended planning and analytics (xP&A) capabilities to Microsoft Dynamics 365 Finance. Microsoft’s xP&A solution enables greater accuracy, integrated planning, near real-time monitoring, and AI-powered insights, which helps finance teams make more informed decisions and achieve greater financial success. Licensed through an acclaimed third-party xP&A provider, this solution combines traditional FP&A features with innovations in AI and automation, resulting in an advanced and rapidly deployable xP&A solution. Importance of this announcement The xP&A solution significantly enhances Dynamics 365 Finance by addressing crucial customer needs in financial planning capabilities. The xP&A capabilities leverage the latest innovations across Dynamics 365 and the Microsoft Cloud, enabling Microsoft to deliver comprehensive and near real-time insights. By integrating advanced and generative AI technology, Microsoft can provide powerful insights delivered through familiar user experiences like Power BI and Excel. Customers and partners can find additional information about the announcement via this blog. Call to Action Learn more about the announcement via the Microsoft blog Review the Partner FAQ Join the new Microsoft Partner Community platform to stay connectedBring Back AI Builder Calculator
Hello, This is my campaign to bring back the AI Builder Calculator. Since Ignite, the AI Builder calculator at https://powerapps.microsoft.com/en-us/ai-builder-calculator/simply redirects to https://www.microsoft.com/en-us/power-platform/products/power-apps. I feel like this is a misstep. AI Builder looks to be a huge part of Power Automate and Copilot Studio and not giving users a mostly user-friendly way to go about calculating the # of AI Builder credits they will use doesn't seem like the right business decision. As of today, you'd have to know that the rate card is in the Power Platform licensing guide, know how many AI Builder credits you get in a bundle and do the math yourself. The AI Builder calculator did that for you and was an integral part of Microsoft's websites for years. Perhaps another reason this is nonsensical is that AI Builder has much more to do with Power Automate than it does Power Apps, so if you were going to redirect the site, why have it redirect to Power Apps. Please resurrect the AI Builder calculator for the good of the community. -BlakeAnnouncing demand planning + Microsoft Copilot capabilities in Dynamics 365 Supply Chain Management
Overview On October 31, 2023 Microsoft announced the public preview of the new demand planning capabilities in Dynamics 365 Supply Chain Management. The functionality introduces more advanced forecasting and analysis tools to allow planners to generate more accurate forecasts and drive better business decision making. The interface is based on Power Platform and allows for no-code, easy configuration to begin generating and reviewing forecasts seamlessly using data from Dynamics 365 and other external sources. Microsoft also announced Microsoft Copilot enhancement in Dynamics 365 Supply Chain Management that will be available in public preview starting November 15, 2023. The new Copilot capabilities will provide users/teams with help in the flow of work through natural language conversations and enable them to take action to mitigate a disruption. These enhancements will help improve the user experience and increase user adoption across the system, which is ideal in scenarios where customers are migrating from on-prem ERP systems to the cloud. This will also reduce the time to onboard new employees on Dynamics 365. New Copilot capabilities for enhancing inventory visibility using natural language queries will help businesses promise orders with improved accuracy. Details Demand planning In the current global supply chain, it is more important than ever for businesses to be able to accurately predict future demand and use that data to inform business decision making. Demand planning provides enhanced capabilities for companies to improve their planning processes, including the following features: Ease of implementation: with a no-code interface, users can quickly import and transform data from multiple sources, define the methods of forecast generation, and compare outputs – all in just a few minutes of configuration. Public Preview includes an out-of-the-box integration with Dynamics 365 Supply Chain Management data entities that can be adjusted to the business requirements. AI-infused forecasting: connectors to Azure Machine Learning allow businesses to develop custom algorithms to increase forecast accuracy according to their unique scenarios. Planners can also choose from a standard list of forecasting models or automatically select the best fitting model. Improved reporting and analysis: planners can view multiple forecasts, historical data, and other time series all in the same form. They can do what-if analysis in real time, collaborate with other contributors via the Teams add-in, and use the native visual cues to drive discussions and decisions With these capabilities, stakeholders from sales, finance, marketing, and operations will be able to adapt quickly to demand shifts and make the right decisions to reduce waste, increase efficiencies, and drive sustainability. Demand planning is in Public Preview starting October 31, 2023. Dynamics 365 Supply Chain Management customers can get started immediately by enabling demand planning directly in feature management. The Demand planning capabilities can also be installed from the Power Platform admin center, listed in the ‘Dynamics 365 apps’ under ‘Resources’. Microsoft Copilot in Dynamics 365 Supply Chain Management enhancements Microsoft Copilot in Dynamics 365 Supply Chain Management enables supply chain teams to take actions based on insights with conversational help while in the flow of work. This ensures an increase in productivity and improved collaboration among employees across the supply chain and other cross-functional teams. Training and user adoption are often major expenses in software implementations. With Copilot powered in-product help, businesses can save time and increase user adoption in Dynamics 365 Supply Chain Management. Users can get answers, insights, and solutions without leaving their browser tab, which will enhance their user experience and boost their productivity. This feature will be in Public Preview on November 15, 2023, and users can activate it in feature management. The inventory visibility add-in for Dynamics 365 Supply Chain Management allows businesses to have a real time view of on hand inventory across all their business applications. Now, with Copilot, users can use natural language to query on hand inventory and look up products in inventory visibility and use the information to drive action within the business, such as creating a sales order from with Copilot. These capabilities can also be embedded in third-party apps or websites so consumers can benefit from the same features. This functionality will be available in Public Preview starting November 15. 2023. FAQ Review the below FAQ to prepare for customer questions and meetings: What is the pricing for the new capabilities? The pricing and business model is still being finalized and will be shared in time for GA (General Availability). How will existing customers get access to the new demand planning and Copilot capabilities? The new capabilities can be enabled directly from Dynamics 365 Supply Chain Management with feature management. The Demand planning app can also be installed from the Power Platform admin center, listed in the ‘Dynamics 365 apps’ under ‘Resources’. How can new customers (customers new to Dynamics 365 Supply Chain Management) preview and try the new demand planning and Copilot capabilities? New customers can contact Microsoft to learn more. Microsoft sales teams are also able to demonstrate the solution and initiate a POC with the customer as part of the sales process as next steps. How do these features differ from other supply chain solutions in the market? The new demand planning and Copilot capabilities in Dynamics 365 Supply Chain Management are part of Microsoft’s ERP portfolio. These new capabilities are available when customers purchase Dynamics 365 Supply Chain Management. The marketplace for supply chain solutions is crowded with best of breed offerings for demand planning, and Microsoft is not trying to compete with the best of breed vendors. The belief at Microsoft is that ERP systems need to evolve from mere systems of transaction to systems of reasoning, offering their users prescriptive actions that they can take in their functional areas to accelerate growth. This is where the new Copilot and demand planning capabilities play an important role in making Dynamics 365 your system of reasoning compared to other ERP solutions in the market. Are these features new to the market? Or is this a response to competitor offerings? The announced Copilot capabilities are new to the market, and Microsoft is leading the competition on this front. Demand planning is a mature space and Microsoft’s latest innovation in this space is revolutionizing how planners would perform planning by anchoring on flexibility, simplicity, collaboration speed and intelligence. Why is Microsoft ending the preview period for Supply Chain Center? Generative AI and Microsoft Copilot have opened the door for Microsoft to reimagine how workers and employees engage with their everyday tools and workflows. Empowering workers is no longer just about building new workspaces to work from, like control towers or command centers, but rather about how to surface relevant information and enable quicker decision making in the flow of work. Copilot is redefining the art of the possible and with that, Microsoft is setting out to revolutionize how ERP workers engage with technology every day. Given this, Microsoft is ending their preview for Microsoft Supply Chain on October 31, 2023. Going forward, Microsoft will be mainstreaming these data management and integration capabilities into the Microsoft Power Platform, enabling customers and their partners to use the full capabilities of the platform for a wider range of use cases. Call to Action Familiarize yourself with the announcement and new assets to accelerate Supply Chain opportunities/deals: Read the official https://aka.ms/ReleaseWave2SCM Read the above FAQ to understand the impact of these changes to customers and prepare for customer questions https://learn.microsoft.com/dynamics365/supply-chain/demand-planning/demand-planning-home-pageand https://learn.microsoft.com/dynamics365/supply-chain/demand-planning/demand-planning-home-page for information on the auto installation process as well as who to contact for any questions Bookmark the https://dynamicspartners.transform.microsoft.com/solution-plays/finance-supplychain to access resources and assets Ask questions in the https://aka.ms/bizappsmpcPartner Alert: FY25 Partner Activities Update
Summary Partner engagement with Business Applications Partner Activities was at an all-time high in FY24, with a record number of workshops delivered to customers to ensure successful partner-led implementation and adoption of Dynamics 365 and Power Platform. Looking ahead to FY25, we’ll be building on this momentum with improvements to the partner and customer experience. Based on partner feedback, we are making the following changes: Extending access to partner engagements to the full fiscal year Aligning the engagement portfolio with solution plays Providing more consistent access to activities across markets FY25 updates Extension of partner engagements to full fiscal year FY24 engagements will close on June 30, and FY25 engagement nominations will open on July 1. This change eliminates any pre-commit period, providing uninterrupted access to claiming and executing workshops from the first day of the fiscal year to the last day of the fiscal year. Solution play-aligned engagements Starting July 1st, we will be transitioning our portfolio of funded engagements to align to our solution plays. New engagements to watch for July 1, include: Low Code Vision & Value: Build customer intent to innovate with AI in low-code environments. Provide guidance on how to develop a transformation vision, prioritize scenarios, define value, and accelerate adoption. ERP Vision & Value: Drive customer intent to modernize their on-premises ERP systems with Dynamics 365. Develop a well-crafted vision of the customer’s future state with clear business outcomes and success metrics. Customer Engagement Vision & Value: Build customer confidence by showcasing the vision and strategy for an AI-powered transformation through CRM migration to Dynamics 365. Low Code Solution Accelerator: Accelerate post-sales adoption of low-code solutions and ensure customer value realization. Develop stakeholder buy-in through prioritized scenarios and demonstrated solution value. *To view all available engagements in FY25, refer to the updated MCI Program Guide launching July 1. More consistent access across markets In FY25 we want to ensure customers in all geographies have access to the benefits offered by partner-led workshops. To achieve this, we’ll be implementing caps on the number of workshops eligible for credit per partner in any single country. These caps will be announced on July 1. Immediate FY24 updates To help facilitate the transition to the new FY25 activity portfolio, we are making some changes to FY24 engagements. Effective immediately, the following engagements are being retired: Solution Assessment Dynamics 365 Sales – Needs Assessment Dynamics 365 Success Planning Dynamics 365 Success by Design Performance Check Dynamics 365 Value Realization Power Platform Center of Excellence Power Platform Pro Dev Success Enablement Partners will no longer be able to submit new claims for the above workshops. However, these changes do not impact active claims. Partners can complete delivery of any workshops that have already been approved in accordance with the program rules. The Dynamics 365 Solution Optimization engagement has reached its budget limit for FY24 and is closed immediately for new claims until July 1. We have capped the number of Envisioning and Business Value Assessment workshops that a partner is allowed to complete in any single country. These caps, outlined below, are effective immediately. Workshop Name Cap for Market A Countries Cap for Market B Countries Cap for Market C Countries Business Value Assessment – Variable Payout 20 15 10 Envisioning – Variable – Variable Payout 30 15 10 Please review the MCI Incentives Guide for a list of Market Area Countries (page 149) Next Steps Thank you for your continued engagement with Business Applications Partner Activities. We’re excited about all the improvements coming in FY25 and look forward to sharing more information in the coming weeks. Please attend the June 14 Partner Office Hours and Partner Activities webinar series happening at the end of June to learn more about the upcoming changes. In the meantime, you can keep claiming and executing FY24 engagements for the remainder of June. You’ll be able to submit nominations for FY25 engagements starting July 1! Call to Action Register for the June office hours and deep-dive webinar series to learn about FY25 updates: June 14 (8am PST): Partner Activities Office Hours June 24 (8am PST): Low Code Vision & Value Deep Dive June 25 (8am PST): Customer Engagement Vision & Value Deep Dive June 26 (8am PST): ERP Vision & Value Deep Dive June 27 (8am PST): Low Code Solution Accelerator Deep Dive Bookmark the Business Applications Partner Activities page to stay updated with the latest resources and program announcements for FY25 Submit a query for Partner Activities Tier 1 support and any other feedback or questions Bookmark the Partner Center – Microsoft Commerce Incentives (MCI) Engagements Workspace Review the MCI Program Guide and Resources Stay Connected with Business Applications Partner Resources NEW! Sign up for the Dynamics 365 and Power Platform Partner Newsletters Follow the Dynamics 365 and Power Platform partner LinkedIn channels Bookmark the Dynamics 365 and Power Platform Partner Hub pages Join and engage in the Business Applications Microsoft Partner CommunityAnnouncing the general availability of Microsoft Copilot for Sales & Microsoft Copilot for Service
Summary On February 1, 2024, https://aka.ms/CopilotGAFeb2024 to customers. Copilot for Sales and Copilot for Service bring together the power of Copilot for Microsoft 365 with role-specific insights and actions to streamline business processes, automate repetitive tasks, and unlock productivity. Both provide flexibility to integrate with existing contact center and CRM systems, such as Microsoft Dynamics 365, Salesforce and ServiceNow, to get more done with less effort. Customers can purchase Copilot for Sales or Copilot for Service for $50 per user per month as a standalone license that includes Copilot for Microsoft 365. Customers who already own Copilot for Microsoft 365 can step-up for $20 per user per month to purchase Copilot for Sales or Copilot for Service. Copilot for Sales and Copilot for Service are available now to purchase through EA/EAS, MCA-E, and Buy-Online, and will be available to Cloud Solution Provider (CSP) partners on March 1. Microsoft Copilot for Sales Copilot for Sales is an AI assistant designed for sales teams to maximize productivity and close more deals. Copilot for Sales builds on Copilot for Microsoft 365, enhancing it with connectivity to CRM systems like Microsoft Dynamics 365 Sales and Salesforce Sales Cloud to bring sales-specific insights and recommendations to apps like Microsoft Outlook, Microsoft Teams, and Microsoft Word. Today, Copilot for Sales helps sellers and sales managers: Generate sales meeting preparation briefs in Word. Summarize emails and surface relevant buying intent and BANT (budget, authority, need, timing) analysis in Outlook. Generate emails in Outlook with relevant product, account, relationship, and opportunity information from their CRM system and Microsoft Graph. Add leads and update CRM records directly from Outlook. View meeting preparation notes and real-time sales insights during calls in Teams. View sales meeting summaries in Teams with conversation analysis, sales keywords and KPIs, and suggested tasks. Create collaborative deal rooms in Teams that sync with CRM data. Copilot for Microsoft 365 is also included in Copilot for Sales, providing sellers with additional productivity enhancements, like: Generate presentations in Microsoft PowerPoint. Generate plans and organize team information in Microsoft OneNote. Ask questions in natural language to catch up on customer interactions using Microsoft Copilot chat experience. Later this month, Copilot for Sales will also bring CRM connectivity to Microsoft Copilot chat experience, allowing sellers and sales managers to get quick insights on conversion and win rate, sales cycle, and pipeline. Microsoft Copilot for Service Copilot for Service helps organizations quickly realize the benefits of generative AI by extending their existing investments in CRM and contact center solutions to enhance customer experiences and boost agent productivity. Copilot for Service unlocks an organization’s trusted knowledge to accelerate onboarding and case resolution, improve efficiency, and automate tasks for agents in their flow of work. Without costly development time, organizations can simply point to their data and in a few minutes unlock generative AI-powered conversations across their knowledge bases. And for agents, they can tap into this knowledge with a copilot embedded directly in their desktop of choice such as Salesforce, as well as the other tools they already use every day like Outlook and Teams. Today Copilot for Service can help organizations: Enable generative AI-powered conversations across all their data with simplified “point and click” access to public websites, SharePoint, knowledgebase articles, and offline files. Access knowledge sources with pre-built integrations for Salesforce, ServiceNow, and Zendesk. Embed a copilot in agent desktops from Salesforce and other channels to support agents where they work. Copilot for Microsoft 365 is also included in Copilot for Service. We will introduce additional features in Microsoft 365 apps beginning later this month that will integrate data from CRM systems like Microsoft Dynamics 365 Customer Service and Salesforce Service Cloud—including: In Outlook, use Copilot to summarize and draft emails, access case summaries, browse and update CRM records, and schedule meetings informed by case summaries and other relevant information from CRM records. In Teams, use Copilot to browse and update CRM records during a meeting, as well as recap meetings, suggest follow-up action items, and create tasks that can all be saved to CRM systems directly from Teams. In Microsoft Copilot chat experience, ask questions over cases and contacts, as well as summarize cases—all from CRM data. Partner Opportunities with Microsoft Copilot for Sales and Microsoft Copilot for Service Microsoft Copilot for Sales and Microsoft Copilot for Service offer new opportunity to help your customers transform business operations using the power of AI. Customers are looking for your expertise to help them be more competitive and profitable. By adding Microsoft Copilot for Sales and/or Microsoft Copilot for Service to your practice, you can expand your customer base, and your revenue opportunities - offering services including business advisory, readiness and deployment, and adoption and change management. These open new possibilities for Business Applications Partners, as well as Modern Work partners to expand the value of Copilot for Microsoft 365. Call to Action Learn: Read the https://aka.ms/CopilotGAFeb2024 Attend the https://aka.ms/DYNA066EXT-Register for field and partners on February 13, 8:00-9:00 AM PST for an end-to-end overview of product narrative licensing, and sales motions Register for the Feb. 29 ‘What's Next for CSP Partners and Microsoft Copilot’ event. Register https://aka.ms/WhatsNextCSPRegistration, https://aka.ms/WhatsNextCSPRegistrationPM. Leverage the new content to drive conversations with your customers: Bookmark and visit the Partner Hub and the AI future of work https://aka.ms/AIFutureOfWorkPartner for the latest content including: Updated: https://dynamicspartners.transform.microsoft.com/download/protected?assetname=protectedassets%2FMicrosoft%20Copilot%20for%20Sales%20Pitch%20Deck.pptx&download=1&protected=1 New: https://dynamicspartners.transform.microsoft.com/download/protected?assetname=protectedassets%2FMicrosoft%20Copilot%20for%20Service%20-%20Pitch%20Deck.pptx&download=1&protected=1 Updated: https://microsoft.bl-1.com/h/i/dv6cXD0o/pDnMXBQ?url=https://adoption.microsoft.com/en-us/copilot-for-sales/
