Microsoft Copilot for Sales is reimagining sales. Integrated seamlessly into your daily tools across Microsoft 365 and Teams, Copilot for Sales harnesses the power of generative AI and customer data to keep sellers in their flow of work so they can spend more time with customers.

In June, we’re adding features to multiple surfaces, including Microsoft Outlook, Microsoft Teams, and to Microsoft Copilot Studio! We’re pleased to announce new capabilities in the Outlook suggested actions card, new options for saving email and meetings, and the ability to view recent communications. In Teams, we’ve added a new action items service and improved discoverability for Sales in meeting recap. And now you can enable Power Connector plugins in Copilot Studio to extend Copilot for Sales (in preview). We wrap up the blog with resources for getting started, learning more, and staying connected. 

Copilot for Sales capabilities highlighted in this post are released during the month of June 2024. It may take time for specific capabilities to reach every tenant in each market.

In Outlook

New capabilities added to Suggested CRM actions card

We’re excited to announce several new capabilities for the Suggested CRM actions card. Copilot for Sales scans email conversations and compares the data with data in the CRM when determining which updates to suggest – looking for changes in monetary value (such as budgets, revenue, or fees), timeline, and deal progression.

This month, we’re adding these new capabilities.

We now support scanning emails in additional languages, including Italian.
CRM record details are made available as soon as an email is connected to a record.
Inline editing is fully available to all customers for users with permission and for fields marked editable by admin settings. When not available, and for calculated fields, we deep link to the connected CRM.

Learn more about suggested CRM updates.

Screenshot showing an example of new language support.

Screenshot showing an example of how inline updates are fully available.

New options when saving email and meetings to the CRM

Copilot for Sales supports the capability to save email and meetings to the CRM. With this release, we’re enhancing the save capability with new actions on save, including the ability to save selected attachments and to add additional fields.

Include choice of email attachments on save

Today, emails and meetings are saved to the CRM without associated attachments. This means sellers need to manually add desired attachments to the CRM, adding to their process and taking them outside the flow of work.

In this release, we’re pleased to announce sellers can now select one or more eligible Outlook email or meeting attachments to save to the CRM when the email or meeting is saved. Sellers stay in the flow of work by eliminating the manual process of saving attachments to their CRM.

Screenshot showing the user experience for saving selected attachments when saving an email to the CRM.

Categorize Outlook emails and events when saving to CRM

Sellers often want to add additional details about a meeting (such as whether it was face-to-face, or a site visit) or about an email (such as whether it has personal information) when saving it to the CRM. Today, sellers must leave their flow of work and manually update the activities in CRM with this additional information.

With our June release, sellers can now provide additional data to be saved along with the email or meeting right when they save the activities to CRM from copilot, allowing them to stay in the flow of work in Outlook.

 Screenshot showing the Add email categories option in Copilot for Sales.

This capability will be available once the Copilot for Sales administrator configures which fields will accept additional data when saving to the CRM by using the documentation to configure how Outlook email and events are saved to the CRM.

Screenshot showing where an administrator can add a field to the list of fields to be saved to the CRM.

View recent communications 

Relevant information about past interactions with a customer is scattered across multiple surfaces, including emails in Outlook and meetings in Teams. Consolidating this information is tedious, manual work.

By surfacing recent communications and insights in the flow of work, sellers can quickly catch up on the latest context and move deals forward with accurate, relevant responses.

In this release, available by the end of June, we’ve added a new “Recent communications” card that’s displayed in the context of an email or meeting opened in Outlook. By default, the card shows the most recent email thread and Teams meeting involving the first external contact* in the email or meeting.

Screenshot of the Recent communications card.

*Contact is the first external email address in the list (sender, to, and CC for emails; and organizer, required attendees, and optional attendees for meetings). If the email or meeting is in Compose mode, the list does not include the sender/organizer.

Sellers can get AI-based summaries of recent email conversations and open recent email threads and meeting invitations in Outlook.

Email summary, shown when selecting “Summarize.”

Sellers can see up to three of the most recent email threads and Teams meetings from the last 30 days with the first external contact in the email or meeting by choosing the See all link on the card.

Recent communications, with up to 3 most recent email threads and Teams meetings in the last 30 days shown when selecting “See all.”

In Teams

New action items service

To be more efficient, sellers need systems which can automatically and accurately record their commitments and action items during meetings for efficient tracking and follow-up.

With our June release of Copilot for Sales, we’ve improved how we handle action item recording during meetings. These enhanced capabilities, now generally available, include:

An action item service based on LLM (GPT4)
A consistent structure for action items with topic, description, and assignee.
Improved quality with a higher “hit rate” for mentioned follow-ups.

Screenshot showing the structured action items now available.

Improved discoverability for Sales in Teams meeting recap

Sellers need a system allowing easy access to sales meeting summaries in the Teams recap for quick reference and action, saving their valuable time.

We’re happy to announce that we’ve improved the discoverability of sales meeting summaries with our current release! Now in general availability, eligible users will receive a notification when their meeting summary is ready for review, along with a link to the Sales section in the Teams meeting recap for easy access. By selecting the link from the notification, the seller will be taken directly to the sales meeting summary.

Screenshot of Teams showing the meeting summary ready notification and the sales meeting summary opened by selecting the View summary in Sales button.

In Microsoft Copilot Studio

Enable Power Connector plugins to extend Copilot for Sales (In Preview)

Currently, customers need to reach out to Microsoft to enable plugins for users of Copilot for Sales. With our June release, customers can use the plugin management features in Microsoft Copilot Studio to deploy custom plugins for specific users connecting to specific CRM environments. This is a preview capability.

Simply have your Copilot for Sales administrator enable custom or certified plugins for copilot users in Copilot Studio. If a plugin is no longer required, the Copilot for Sales administrator can also disable them in Copilot Studio.

Three overlapping screenshots showing the process flow for a Copilot for Sales Administrator to enable plugins in Copilot Studio.

Get started

Ready to join us and other top-performing sales organizations worldwide? Reach out to your Microsoft sales team or visit our product web page.

Ready to install Copilot for Sales? Have a look at our deployment guide for Dynamics 365 Sales users or our deployment guide for Salesforce users.

Learn more

Ready for all the details? Check out the Copilot for Sales product documentation.

Ready for the latest tips…and more? Copilot for Sales Tip Time can serve as a foundation for your training of Copilot for Sales users, customers, or partners! This content includes use cases and demonstrates how each feature will benefit sellers, administrators, and sales managers.

Looking for the latest adoption resources? Visit the Copilot for Sales Adoption Center and find the latest information about how to go from inspiration to adoption.

Stay connected

Want to stay connected? Learn about the latest improvements before everyone else at https://aka.ms/copilotforsalesupdates. Join our community in the community discussion forum and we always welcome your feedback and ideas in our product feedback portal.

​Microsoft Tech Community – Latest Blogs –Read More 

GPS Tracking System

Running a fleet business isn’t just about getting from point A to point B; it’s about doing so efficiently, safely, and cost-effectively. This is where GPS tracking software comes into play. In this guide, we’ll delve into how the best GPS tracking systems can meet the diverse needs of your fleet business, ensuring smoother operations and improved bottom lines.

What is a GPS Tracking System?

A GPS tracking system is a technology that uses the Global Positioning System to monitor the location and movement of vehicles. It comprises a network of satellites, a GPS receiver in the vehicle, and software that processes the data. This technology enables real-time tracking, route planning, and performance analysis.

Why Your Fleet Business Needs a GPS Tracking System

Improved Efficiency: GPS tracking systems provide real-time data on vehicle locations, helping fleet managers optimize routes and reduce idle times. This leads to faster deliveries and better resource utilization.

Enhanced Safety: With GPS tracking, you can monitor driver behavior, set speed limits, and receive alerts for any unauthorized vehicle use, ensuring that safety protocols are adhered to.

Cost Savings: By optimizing routes and reducing fuel consumption, GPS tracking systems can significantly lower operational costs. Maintenance alerts also help in avoiding costly repairs by addressing issues early.

Key Features of GPS Tracking Systems

Real-time Tracking: Know where your vehicles are at all times, enabling quicker response to unexpected situations.

Route Optimization: Efficient route planning reduces travel time and fuel consumption, improving overall productivity.

Geofencing: Set virtual boundaries and receive alerts when vehicles enter or exit designated areas, enhancing security and operational control.

Maintenance Alerts: Schedule regular maintenance and get alerts for upcoming services, ensuring your fleet stays in top condition.

Driver Behavior Monitoring: Track and analyze driver performance, promoting safer driving habits and reducing accident risks.

How GPS Tracking Systems Work

GPS tracking systems use satellites to triangulate the location of the GPS receiver installed in the vehicle. The data collected is then transmitted to a central server via cellular or satellite networks. This information is processed and made accessible through software that offers insights into vehicle locations, routes, and driver behavior.

Top GPS Tracking Systems for Fleet Management

Secure Path Premium: Known for its comprehensive features and reliability, Secure Path Premium offers real-time tracking, route optimization, and robust reporting tools. It’s designed to meet the needs of both small and large fleet businesses.

Shahin Sira Dubai: This system is tailored specifically for the needs of fleet businesses in the Middle East, providing unique features like region-specific maps and compliance with local regulations. It’s an excellent choice for companies operating in this region.

Other Notable Systems: There are several other GPS tracking systems worth considering, including Fleet Complete, Geotab, and Samsara, each offering unique features and benefits.

Secure Path Premium: A Comprehensive Solution

Features and Benefits: Secure Path Premium offers a range of features, including real-time tracking, driver behavior monitoring, geofencing, and detailed reporting. Its user-friendly interface and robust support make it a favorite among fleet managers.

User Testimonials: Many fleet businesses have reported significant improvements in efficiency and cost savings after implementing Secure Path Premium. The system’s reliability and comprehensive features are often highlighted in reviews.

Shahin Sira Dubai: Tailored for Fleet Businesses

Unique Offerings: Shahin Sira Dubai stands out for its focus on the Middle Eastern market, offering region-specific features and compliance with local regulations. It provides excellent support and customization options to meet the unique needs of businesses in this area.

Case Studies and Success Stories: Numerous companies have successfully integrated Shahin Sira Dubai into their operations, reporting increased efficiency, better compliance, and improved safety records.

Choosing the Right GPS Tracking System for Your Business

Assessing Your Needs: Start by identifying what you need from a GPS tracking system. Consider factors like fleet size, types of vehicles, and specific operational challenges.

Comparing Features and Costs: Look at the features offered by different systems and compare their costs. Ensure that the system you choose provides good value for money.

Implementation Considerations: Consider how the system will be integrated into your existing operations. Look for systems that offer easy installation and user-friendly interfaces.

Integrating GPS Tracking with Fleet tracking Softwares

Importance of Integration: Integrating GPS tracking with your Fleet Management System ensures seamless data flow and better decision-making. It allows for comprehensive tracking and management from a single platform.

Best Practices: To get the most out of your GPS tracking system, ensure regular updates, provide training for your team, and use the data collected to continuously improve your operations.
GPS Tracking System in Dubai

Benefits of GPS Tracking in Fleet Management

Increased Productivity: By optimizing routes and reducing downtime, GPS tracking can significantly boost productivity.

Enhanced Customer Satisfaction: Real-time tracking allows you to provide accurate delivery times and updates to customers, improving service quality.

Reduced Environmental Impact: Efficient route planning and reduced idling times lead to lower fuel consumption and emissions, making your operations more eco-friendly.

Overcoming Common Challenges with GPS Tracking Systems

Data Privacy Concerns: Ensure that your GPS tracking system complies with data privacy regulations. Implement policies to protect driver privacy and secure data.

Technical Issues: Choose a reliable system with good customer support to minimize technical issues. Regular maintenance and updates are also crucial.

Employee Resistance: Address concerns through clear communication and training. Highlight the benefits of the system to gain employee buy-in.

Future Trends in GPS Tracking for Fleet Management

Advancements in Technology: Expect improvements in GPS accuracy, integration with other technologies, and more intuitive user interfaces.

Emerging Features and Innovations: Look out for features like AI-driven analytics, predictive maintenance, and enhanced connectivity with IoT devices, which will further revolutionize fleet management.

Conclusion

Implementing a GPS tracking system can transform your fleet business, bringing about improved efficiency, enhanced safety, and significant cost savings. Whether you opt for Secure Path Premium, Shahin Sira Dubai, or another system, the key is to choose a solution that aligns with your business needs and goals. Stay ahead of the curve by embracing the latest technologies and continuously optimizing your operations.

FAQs

What is the best GPS tracking system for small fleets?
For small fleets, systems like Secure Path Premium and Geotab offer robust features and scalability to grow with your business.

How does GPS tracking improve fleet safety?
 GPS tracking monitors driver behavior, provides real-time alerts for unsafe practices, and helps enforce safety protocols, reducing the risk of accidents.

Can GPS tracking help reduce fuel costs?
Yes, by optimizing routes and reducing idle times, GPS tracking can significantly lower fuel consumption and associated costs.

What are the legal considerations for using GPS tracking?
Ensure compliance with data privacy laws and obtain consent from employees where required. It’s also important to use the data ethically.

How often should GPS tracking systems be updated?
Regular updates are essential to ensure the system remains accurate and secure. Check for updates from the provider and schedule regular maintenance.

​GPS Tracking SystemRunning a fleet business isn’t just about getting from point A to point B; it’s about doing so efficiently, safely, and cost-effectively. This is where GPS tracking software comes into play. In this guide, we’ll delve into how the best GPS tracking systems can meet the diverse needs of your fleet business, ensuring smoother operations and improved bottom lines.What is a GPS Tracking System?A GPS tracking system is a technology that uses the Global Positioning System to monitor the location and movement of vehicles. It comprises a network of satellites, a GPS receiver in the vehicle, and software that processes the data. This technology enables real-time tracking, route planning, and performance analysis.Why Your Fleet Business Needs a GPS Tracking SystemImproved Efficiency: GPS tracking systems provide real-time data on vehicle locations, helping fleet managers optimize routes and reduce idle times. This leads to faster deliveries and better resource utilization.Enhanced Safety: With GPS tracking, you can monitor driver behavior, set speed limits, and receive alerts for any unauthorized vehicle use, ensuring that safety protocols are adhered to.Cost Savings: By optimizing routes and reducing fuel consumption, GPS tracking systems can significantly lower operational costs. Maintenance alerts also help in avoiding costly repairs by addressing issues early.Key Features of GPS Tracking SystemsReal-time Tracking: Know where your vehicles are at all times, enabling quicker response to unexpected situations.Route Optimization: Efficient route planning reduces travel time and fuel consumption, improving overall productivity.Geofencing: Set virtual boundaries and receive alerts when vehicles enter or exit designated areas, enhancing security and operational control.Maintenance Alerts: Schedule regular maintenance and get alerts for upcoming services, ensuring your fleet stays in top condition.Driver Behavior Monitoring: Track and analyze driver performance, promoting safer driving habits and reducing accident risks.How GPS Tracking Systems WorkGPS tracking systems use satellites to triangulate the location of the GPS receiver installed in the vehicle. The data collected is then transmitted to a central server via cellular or satellite networks. This information is processed and made accessible through software that offers insights into vehicle locations, routes, and driver behavior.Top GPS Tracking Systems for Fleet ManagementSecure Path Premium: Known for its comprehensive features and reliability, Secure Path Premium offers real-time tracking, route optimization, and robust reporting tools. It’s designed to meet the needs of both small and large fleet businesses.Shahin Sira Dubai: This system is tailored specifically for the needs of fleet businesses in the Middle East, providing unique features like region-specific maps and compliance with local regulations. It’s an excellent choice for companies operating in this region.Other Notable Systems: There are several other GPS tracking systems worth considering, including Fleet Complete, Geotab, and Samsara, each offering unique features and benefits.Secure Path Premium: A Comprehensive SolutionFeatures and Benefits: Secure Path Premium offers a range of features, including real-time tracking, driver behavior monitoring, geofencing, and detailed reporting. Its user-friendly interface and robust support make it a favorite among fleet managers.User Testimonials: Many fleet businesses have reported significant improvements in efficiency and cost savings after implementing Secure Path Premium. The system’s reliability and comprehensive features are often highlighted in reviews.Shahin Sira Dubai: Tailored for Fleet BusinessesUnique Offerings: Shahin Sira Dubai stands out for its focus on the Middle Eastern market, offering region-specific features and compliance with local regulations. It provides excellent support and customization options to meet the unique needs of businesses in this area.Case Studies and Success Stories: Numerous companies have successfully integrated Shahin Sira Dubai into their operations, reporting increased efficiency, better compliance, and improved safety records.Choosing the Right GPS Tracking System for Your BusinessAssessing Your Needs: Start by identifying what you need from a GPS tracking system. Consider factors like fleet size, types of vehicles, and specific operational challenges.Comparing Features and Costs: Look at the features offered by different systems and compare their costs. Ensure that the system you choose provides good value for money.Implementation Considerations: Consider how the system will be integrated into your existing operations. Look for systems that offer easy installation and user-friendly interfaces.Integrating GPS Tracking with Fleet tracking SoftwaresImportance of Integration: Integrating GPS tracking with your Fleet Management System ensures seamless data flow and better decision-making. It allows for comprehensive tracking and management from a single platform.Best Practices: To get the most out of your GPS tracking system, ensure regular updates, provide training for your team, and use the data collected to continuously improve your operations.GPS Tracking System in DubaiBenefits of GPS Tracking in Fleet ManagementIncreased Productivity: By optimizing routes and reducing downtime, GPS tracking can significantly boost productivity.Enhanced Customer Satisfaction: Real-time tracking allows you to provide accurate delivery times and updates to customers, improving service quality.Reduced Environmental Impact: Efficient route planning and reduced idling times lead to lower fuel consumption and emissions, making your operations more eco-friendly.Overcoming Common Challenges with GPS Tracking SystemsData Privacy Concerns: Ensure that your GPS tracking system complies with data privacy regulations. Implement policies to protect driver privacy and secure data.Technical Issues: Choose a reliable system with good customer support to minimize technical issues. Regular maintenance and updates are also crucial.Employee Resistance: Address concerns through clear communication and training. Highlight the benefits of the system to gain employee buy-in.Future Trends in GPS Tracking for Fleet ManagementAdvancements in Technology: Expect improvements in GPS accuracy, integration with other technologies, and more intuitive user interfaces.Emerging Features and Innovations: Look out for features like AI-driven analytics, predictive maintenance, and enhanced connectivity with IoT devices, which will further revolutionize fleet management.ConclusionImplementing a GPS tracking system can transform your fleet business, bringing about improved efficiency, enhanced safety, and significant cost savings. Whether you opt for Secure Path Premium, Shahin Sira Dubai, or another system, the key is to choose a solution that aligns with your business needs and goals. Stay ahead of the curve by embracing the latest technologies and continuously optimizing your operations.FAQsWhat is the best GPS tracking system for small fleets?For small fleets, systems like Secure Path Premium and Geotab offer robust features and scalability to grow with your business.How does GPS tracking improve fleet safety? GPS tracking monitors driver behavior, provides real-time alerts for unsafe practices, and helps enforce safety protocols, reducing the risk of accidents.Can GPS tracking help reduce fuel costs?Yes, by optimizing routes and reducing idle times, GPS tracking can significantly lower fuel consumption and associated costs.What are the legal considerations for using GPS tracking?Ensure compliance with data privacy laws and obtain consent from employees where required. It’s also important to use the data ethically.How often should GPS tracking systems be updated?Regular updates are essential to ensure the system remains accurate and secure. Check for updates from the provider and schedule regular maintenance.   Read More

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