{"id":38787,"date":"2024-06-07T16:55:39","date_gmt":"2024-06-07T13:55:39","guid":{"rendered":"https:\/\/go-erp.eu\/2024\/06\/07\/sales-copilot-outlook-ir-dynamics-365-integracijos-palyginimas\/"},"modified":"2026-05-10T21:29:27","modified_gmt":"2026-05-10T18:29:27","slug":"sales-copilot-outlook-ir-dynamics-365-integracijos-palyginimas","status":"publish","type":"post","link":"https:\/\/go-erp.eu\/lt\/sales-copilot-outlook-ir-dynamics-365-integracijos-palyginimas\/","title":{"rendered":"Sales Copilot Outlook ir Dynamics 365 integracijos palyginimas"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"38787\" class=\"elementor elementor-38787 elementor-38723\" data-elementor-post-type=\"post\">\n\t\t\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-464eff9 e-flex e-con-boxed e-con e-parent\" data-id=\"464eff9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9e9ea4e elementor-widget elementor-widget-text-editor\" data-id=\"9e9ea4e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Skaitmenin\u0117 verslo transformacija jau tapo b\u016btinybe. Verslas nuolat ie\u0161ko novatori\u0161k\u0173 sprendim\u0173, kurie padidint\u0173 darbuotoj\u0173 produktyvum\u0105 ir pagerint\u0173 bendr\u0105 \u012fmon\u0117s veikl\u0105. Microsoft, \u017eeng\u0117 didel\u012f \u017eingsn\u012f,\u00a0 pristatydami Sales Copilot for Outlook integracij\u0105 (ank\u0161\u010diau Dynamics 365 Outlook), kuri pad\u0117s pasitelkti dirbtin\u012f intelekt\u0105 kasdieniams darbams atlikti, o ypa\u010d pagelb\u0117s pardavim\u0173 komandoms. \u0160iame straipsnyje trumpai ap\u017evelgsime, kaip \u012fmon\u0117ms pereiti prie Copilot for Sales, daugiausia d\u0117mesio skirdami jo funkcijoms, privalumams ir s\u0117kmingo diegimo praktikoms.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9b42f4f elementor-widget elementor-widget-image\" data-id=\"9b42f4f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2024\/06\/Define-ownership-2.jpg\" title=\"\" alt=\"Image shows Microsoft Outlook logo a large plus icon and Copilot for Sales logo\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-c34fd16 e-flex e-con-boxed e-con e-parent\" data-id=\"c34fd16\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e21a74e elementor-widget elementor-widget-heading\" data-id=\"e21a74e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Evoliucija nuo Dynamics 365 iki Copilot for Sales<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7af38ff elementor-widget elementor-widget-text-editor\" data-id=\"7af38ff\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>2022 m. rugpj\u016bt\u012f prad\u0117jusi veikti Microsoft Copilot for Sales spar\u010diai patobul\u0117jo ir dabar si\u016blo plat\u0173 spektr\u0105 funkcij\u0173, kurios anks\u010diau buvo \u012ftrauktos \u012f <strong><a href=\"https:\/\/go-erp.eu\/2022\/09\/28\/d365-outlook-integration\/\">Dynamics 365 Outlook<\/a><\/strong>. \u0160i integracija padeda pereiti nuo rankinio CRM duomen\u0173 valdymo prie sud\u0117tingesn\u0117s, dirbtinio intelekto pagrindu veikian\u010dios platformos didinan\u010dios pardav\u0117j\u0173 produktyvum\u0105. Copilot for Sales galima naudoti per Teams, Outlook, Dynamics 365. \u0160i integracija pagerina naudotoj\u0173 patirt\u012f bei darbuotoj\u0173 na\u0161um\u0105, naudodama dirbtinio intelekto sukurt\u0105 turin\u012f, susitikim\u0173 santraukas ir \u012f\u017evalgas apie pardavimus.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-592cc4d e-flex e-con-boxed e-con e-parent\" data-id=\"592cc4d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3a5ec72 elementor-widget elementor-widget-heading\" data-id=\"3a5ec72\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Pagrindin\u0117s Sales Copilot funkcijos<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5f1e992 elementor-widget elementor-widget-text-editor\" data-id=\"5f1e992\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Patraukliausia funkcija &#8211; galimyb\u0117 integruoti Copilot \u012f programas, kurias pardavim\u0173 specialistai naudoja kasdien. \u012erankis leid\u017eia kurti, per\u017ei\u016br\u0117ti ir atnaujinti CRM duomenis nei\u0161einant i\u0161 Outlook, suteikia darbuotojams dirbtinio intelekto funkcijas, kurios automatizuoja atsakymus ir apibendrina s\u0105veikas su klientais. \u0160i funkcija ne tik taupo laik\u0105, bet ir u\u017etikrina, kad visi su klientais susij\u0119 duomenys b\u016bt\u0173 lengvai prieinami, tod\u0117l pagerinamas sprendim\u0173 pri\u0117mimas ir santyki\u0173 su klientais valdymas. Pagrindin\u0117s Sales Copilot Outlook funkcijos:<\/p><ul><li><p><strong>Dirbtinio intelekto sukurtas turinys<\/strong> &#8211; programa automati\u0161kai sudaro ir si\u016blo atsakymus \u012f el. lai\u0161kus pagal pokalbio kontekst\u0105.<\/p><\/li><li><p><strong>Susitikim\u0173 santraukos<\/strong> &#8211; generuoja susitikim\u0173 santraukas, \u012fskaitant veiksmus, sustikimo &#8222;atmosferos&#8221; analiz\u0119 ir aptartus klausimus, suteikia geresnes tolesni\u0173 veiksm\u0173 galimybes.<\/p><\/li><li><p><strong>CRM integracija<\/strong> &#8211; tiesiogiai kurkite, per\u017ei\u016br\u0117kite ir atnaujinkite CRM duomenis i\u0161 Outlook lango, klient\u0173 \u012fsitraukimo duomenys prieinami nekei\u010diant program\u0173.<\/p><\/li><li><p><strong>El. pa\u0161to pokalbi\u0173 i\u0161klotin\u0117s apibendrinimas<\/strong> &#8211; suteikia galimyb\u0119 greitai apibendrinti ilgus pokalbius el. lai\u0161kais per sugeneruotas santraukas.<\/p><\/li><li><p><strong>Pardavim\u0173 \u012f\u017evalgos<\/strong> &#8211; Sales Copilot teikia pardavim\u0173 patarimus ir \u012f\u017evalgas, kuriomis galima vadovautis kuriant pardavim\u0173 strategij\u0105.<\/p><\/li><li><p><strong>Bendradarbiavimo erdv\u0117s<\/strong> &#8211; skatina glaudesn\u012f bendradarbiavim\u0105 organizacijoje integruojant Teams, Dynamics 365 ir Outlook vienoje aplinkoje.<\/p><\/li><li><p><strong>Automatinis kontakt\u0173 k\u016brimas<\/strong> &#8211; u\u017efiksuoja ir sukuria kontakt\u0173 \u012fra\u0161us CRM sistemoje tiesiogiai i\u0161 elektroninio pa\u0161to pokalbi\u0173.<\/p><\/li><\/ul><p>Galite daugiau su\u017einoti apie <a href=\"https:\/\/go-erp.eu\/lt\/2024\/04\/12\/copilot-ai-integracijos-su-dynamics-365-sales-naujienos\/\"><strong>naujausias Microsoft Copilot funkcijas \u0161iame straipsnyje<\/strong><\/a>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-80c5c7b e-flex e-con-boxed e-con e-parent\" data-id=\"80c5c7b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c168c9b elementor-widget elementor-widget-heading\" data-id=\"c168c9b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Diegimo vadovas s\u0117kmingam Copilot Sales prijungimui prie Outlook<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c2cd06 elementor-widget elementor-widget-text-editor\" data-id=\"5c2cd06\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong><a href=\"https:\/\/livesend.microsoft.com\/i\/oPEefVD6o2kt9b675kscpMS2wkhapPEsyktoQefE1OSvc3eKVxH4tWQFlWxGBI53mQYw6dVbZOSVCHigVv5UpN7XPLUSSIGNR91usPLUSSIGNwPLbaN9qL8vwHU5p4XbhtV8ifPLUSSIGNlJnez___s\">Microsoft parengtame diegimo vadove<\/a><\/strong> pateikiamas i\u0161sam\u016bs Copilot for Sales diegimo ir integravimo \u012f Outlook \u017eingsniai. Pradedama nuo dabartin\u0117s Dynamics 365 Outlook integracijos naudojimo \u012fvertinimo, nustatant naudotojams svarbias funkcijas ir susiejant jas su naujomis Copilot for Sales si\u016blomomis funkcijomis. Vadove pabr\u0117\u017eiama, kad reikia suprasti naujos sistemos privalumus, palyginti j\u0105 su sen\u0105ja ir parengti strategin\u012f diegimo plan\u0105. \u017demiau pateikiamos b\u016btinos \u012fgyvendinimo s\u0105lygos:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0ceb2e5 elementor-widget elementor-widget-image\" data-id=\"0ceb2e5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/go-erp.eu\/wp-content\/uploads\/2024\/06\/Define-ownership-1.jpg\" title=\"\" alt=\"A comparison of two licenses: &quot;M365 Outlook and Teams license&quot; on the left and &quot;CRM license&quot; on the right. The M365 section details features like compatibility with Copilot for Sales and support for Outlook on desktop and web, the CRM section lists requirements like needing a CRM account for D365 Online and Salesforce, and includes additional features for certain Dynamics Sales packages. The background is split into green and purple to differentiate the two sections.\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b19a6c9 elementor-widget elementor-widget-heading\" data-id=\"b19a6c9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">\u012egyvendinimo etapais metodas<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2d2e672 elementor-widget elementor-widget-text-editor\" data-id=\"2d2e672\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Viena i\u0161 svarbiausi\u0173 rekomendacij\u0173, pateikt\u0173 \u0161iame vadove, &#8211; taikyti laipsni\u0161k\u0105 \u012fgyvendinimo metod\u0105. Organizacijoms patariama pirmiausia prad\u0117ti nuo bandomojo projekto, kuriame dalyvaut\u0173 suinteresuotosios \u0161alys ir atrinkta naudotoj\u0173 grup\u0117. Tai leid\u017eia IT komandoms surinkti naudotoj\u0173 atsiliepimus ir atlikti reikiamus pakeitimus ir tik tada patvirtinti bendr\u0105 per\u0117jimo strategij\u0105 prie\u0161 pradedant j\u0105 diegti visa apimtimi.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f718a25 elementor-widget elementor-widget-heading\" data-id=\"f718a25\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Mokymas ir aptarnavimas<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-92df030 elementor-widget elementor-widget-text-editor\" data-id=\"92df030\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Siekiant u\u017etikrinti skland\u0173 per\u0117jim\u0105, Microsoft suk\u016br\u0117 vis\u0105 mokymo i\u0161tekli\u0173 tinkl\u0105, skirt\u0105 \u012fvairioms naudotoj\u0173 grup\u0117ms &#8211; nuo administratori\u0173 iki galutini\u0173 naudotoj\u0173. Mokymai skirti supa\u017eindinti naudotojus su <span style=\"font-size: 16px; font-style: normal; font-weight: 400;\">Sales Copilot<\/span><span style=\"font-size: 16px;\"> naujomis funkcijomis, galimyb\u0117mis. Microsoft si\u016blo ir pagalbos priemon\u0117s, skirtas naudotojams po \u012fdiegimo, \u012fskaitant i\u0161samius DUK ir bendruomen\u0117s forumus. Jei \u012fgyvendinimui pasirinksite Microsoft partner\u012f, gausite speciali\u0105 komand\u0105, kuri sukonfig\u016bruos ir \u012fvykdis vis\u0105 diegimo proces\u0105, o v\u0117liau aptarnaus ir palaikys j\u016bs\u0173 integracij\u0105.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-element elementor-element-4e433e6 e-flex e-con-boxed e-con e-parent\" data-id=\"4e433e6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6e38ad2 elementor-widget elementor-widget-heading\" data-id=\"6e38ad2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Kod\u0117l verta pereiti prie Sales Copilot programoje Outlook?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1be7170 elementor-widget elementor-widget-text-editor\" data-id=\"1be7170\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Per\u0117jimas nuo tradicin\u0117s Dynamics 365 integracijos su Outlook prie Microsoft Sales Copilot yra ne tik technologij\u0173 ir na\u0161umo atnaujinimas, bet ir strateginis \u017eingsnis link tobulesni\u0173 verslo proces\u0173 ir gilesn\u0117s dirbtinio intelekto integracijos pardavim\u0173 srityje. Vadovaujantis i\u0161samiu Microsoft gidu ir diegimo partneri\u0173 pagalba, organizacijos gali suma\u017einti trikd\u017eius ir maksimaliai padidinti \u0161ios integracijos naud\u0105. \u012emon\u0117ms toliau siekiant skaitmenin\u0117s transformacijos, tokie \u012frankiai kaip Sales Copilot i\u0161 tikr\u0173j\u0173 yra labai svarb\u016bs pertvarkant veikl\u0105 ir siekiant ilgalaik\u0117s s\u0117km\u0117s.  <\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Skaitmenin\u0117 verslo transformacija jau tapo b\u016btinybe. Verslas nuolat ie\u0161ko novatori\u0161k\u0173 sprendim\u0173, kurie padidint\u0173 darbuotoj\u0173 produktyvum\u0105 ir pagerint\u0173 bendr\u0105 \u012fmon\u0117s veikl\u0105. Microsoft, \u017eeng\u0117 didel\u012f \u017eingsn\u012f,\u00a0 pristatydami Sales Copilot for Outlook integracij\u0105 (ank\u0161\u010diau Dynamics 365 Outlook), kuri pad\u0117s pasitelkti dirbtin\u012f intelekt\u0105 kasdieniams darbams atlikti, o ypa\u010d pagelb\u0117s pardavim\u0173 komandoms. \u0160iame straipsnyje trumpai ap\u017evelgsime, kaip \u012fmon\u0117ms pereiti prie [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":38726,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[139,141,40],"tags":[],"class_list":["post-38787","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-crm-lt","category-dynamics-365-lt"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.7.1 (Yoast SEO v28.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Sales Copilot Outlook ir Dynamics 365 integracijos palyginimas | GO-ERP<\/title>\n<meta name=\"description\" content=\"Su\u017einokite, koki\u0173 privalum\u0173 suteikia per\u0117jimas nuo &quot;Dynamics 365 App for Outlook&quot; prie &quot;Microsoft Sales Copilot&quot; programoje &quot;Outlook&quot;. 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