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Relationship managers spend less time on CRM admin and more time with clients
MICRODOT deployed Copilot for Sales and connected Dynamics 365 to RM inboxes and meetings.
Copilot
Dynamic 365
Customer Insight
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Region
Asia
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Industry
BFSI
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Company Size
2500-3500
Challenge
The CRM held the data. It was not where the RMs worked, Admin crowded out clients, Context stuck in Dynamics 365
Solution
CRM context, inside Outlook and Teams, Meeting prep, generated, Email threads, summarised, Follow ups, drafted, Notes, synced to CRM
Impact
Proven with a pilot cohort, then rolled out, CRM data hygiene, Configuration, RM pilot, Broader rollout
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