Limbtec Limited > Blog > office

What Is Microsoft Sales Copilot& What Does It Do?     

15th November 2023
Microsoft surface

The use of AI-driven processes is exploding. Every time you turn around, software has gotten more intelligent. Harnessing the power of AI and machine learning is crucial for staying competitive.

Microsoft is a pioneer in the tech industry and this new AI era. It continues to lead the way with innovative solutions designed to empower businesses. One such innovation is Microsoft Sales Copilot.

This is a tool poised to reshape the future of business. Next, we’ll delve into what Microsoft Sales Copilot is. As well as how it is revolutionizing the world of sales and customer insights.

The Birth of Microsoft Sales Copilot

Microsoft Sales Copilot is the latest addition to the company’s robust portfolio. It was officially introduced in July 2023. It represents a significant leap forward in leveraging AI and machine learning. It’s designed specifically to enhance sales processes and customer engagement.

This groundbreaking tool is built on the foundation of Dynamics 365 Customer Insights. This is Microsoft’s platform for unifying customer data and delivering actionable insights. The tool combines the capabilities of Customer Insights with AI-driven features. Sales Copilot offers sales teams a comprehensive and intelligent solution. Both for customer engagement and relationship management.

What Can Microsoft Sales Copilot Do?

Personalized Customer Insights

Personalised customer insights is one of the core features of Microsoft Sales Copilot. It achieves this by leveraging AI and machine learning to analyze a wide range of data sources. This includes:

  • Customer behavior
  • Buying history
  • Customer interactions

By aggregating and processing this data, Sales Copilot saves salespeople time. It can provide sales professionals with a 360-degree view of their customers. As well as help them understand preferences, needs, and potential pain points.

AI-Driven Recommendations

Sales Copilot doesn’t just stop at providing insights. It goes a step further by offering AI-driven recommendations. These recommendations guide sales teams in their interactions with customers.

For example, the tool can suggest things like:

  • The most appropriate communication channels
  • Timing for follow-ups
  • Tailored, client-specific content recommendations

This level of personalization enables sales teams to engage with customers more effectively.

Enhanced Collaboration

Collaboration is a cornerstone of successful sales processes. Sales Copilot recognizes this by facilitating collaboration among team members. It provides a centralized platform where sales professionals can do things like:

  • Share customer insights
  • Discuss strategies
  • Collaborate on deals

This improves internal communication. It also ensures sales team alignment in the approach to engaging with customers.

Predictive Analytics

Predictive analytics is another powerful aspect of Microsoft Sales Copilot. The tool analyzes historical data and customer behavior patterns. This allows it to predict future customer actions and trends.

This empowers sales teams to make informed decisions. As well as proactively address customer needs, rather than simply reacting to them.

Seamless Integration

Sales Copilot seamlessly integrates with other Microsoft tools and services. This creates a unified ecosystem. This integration allows for a smooth flow of data between applications. It eliminates the need for manual data entry, reducing the risk of errors. It also ensures the consolidation of all customer interactions and data. Having customer information in one place makes for easy access and analysis.

Cloud Migration Program

Besides Sales Copilot, Microsoft also introduced a new cloud migration program. This is in conjunction with Dynamics 365 Customer Insights. This program aims to simplify the process of migrating customer data to the cloud. The integration of Sales Copilot with this program further enhances its capabilities. It does this by providing access to a wealth of cloud-based data.

How Does Sales Copilot Benefit Your Business?

Microsoft Sales Copilot holds immense promise for businesses across various industries. It enables sales teams to work more intelligently and efficiently. The tool has the potential to drive revenue growth and enhance customer satisfaction. Here are some ways in which Sales Copilot can benefit your business.

Improved Customer Engagement

Personalized insights and AI-driven recommendations have many benefits. For one, they enable sales professionals to engage with customers more meaningfully. This can lead to higher conversion rates and increased customer loyalty.

Streamlined Sales Processes

The tool’s predictive analytics and collaboration features can streamline sales processes. It can make them more efficient and effective. This, in turn, can reduce the time and effort required to close deals.

Data-Driven Decision-Making

Sales Copilot provides access to a wealth of customer data and insights. This empowers businesses to make data-driven decisions. This can lead to better-targeted marketing campaigns, product development, and customer service strategies.

Enhanced Competitive Advantage

Businesses that leverage Sales Copilot can gain a competitive advantage. It helps them stay ahead of customer trends and needs. This can be particularly valuable in fast-paced and competitive industries.

Scalability and Flexibility

Microsoft’s cloud-based solutions, including Sales Copilot, offer scalability and flexibility. This allows businesses to adapt to changing market conditions and customer demands.

You Don’t Have to Face the AI Frenzy Alone

AI and machine learning are transforming business tools rapidly. This can cause business owners to worry about falling behind competitors.

You don’t have to figure this all out yourself. We can help. Give us a call today to schedule a chat.

Read more

Are you using the all-new Teams yet?

13th November 2023
The Al new teams

Microsoft is rolling out a brand-new version of Teams, its video conference, collaboration, and chat platform. We’re being promised a faster and easier way to work. And we all could use a bit of that, couldn’t we?

The new Teams is like the superhero of apps for Windows and Mac. It’s faster than a speeding bullet… well, at least twice as fast as the classic version. Plus, it’s on a diet, using up to 50% less memory and disk space.

Microsoft went back to the drawing board to reimagine it, make it simpler and more flexible. Now Teams:

  • Plays better with third-party apps
  • Is happier calling phones outside of Teams
  • Gets you into meetings quicker than you can say “not another meeting”

This pumped-up version of Teams uses some tech which allows it to share resources with your browser. That reduces how much memory and disk space it needs.

And the initial test results? Teams is twice as quick when loading the app, joining meetings, and switching chats and channels.

This isn’t just for businesses using Windows. Teams on Mac is also getting this performance boost.

Microsoft promises this update will be a game-changer for your productivity. They’ve improved the user interface, adding in a “mark all as read” feature in activity.

Plus, they’re introducing Copilot, an AI assistant that can summarise key points from your chats and calls. Sort of like having your very own personal assistant, just without the coffee runs.

Are you ready to switch to the new and improved Teams? It’s rolling out now. Look at the top left corner of your Teams app… if you see “try the new Teams”, then you can flick the switch and try it out.

If you need help with Teams for your business, get in touch.

Read more

Get ready for another game-changer from Teams

23rd October 2023

Picture an AI-enhanced experience that streamlines your business communication and improves overall productivity to unprecedented levels.

Sounds a little like science fiction, right? But with Microsoft’s latest announcement, this future is closer than you think.

Microsoft Teams is launching an ‘AI library’ that promises to revolutionise our Teams experience.

The goal?

To empower developers to integrate Large Language Models (LLMs) into their Teams apps. The most famous LLM right now is ChatGPT.

You might wonder how that will help your business. Well essentially, it could mean you have a sophisticated AI at your beck and call during your Teams meetings.

The AI library, rolling out right now, will provide developers with a suite of code functionalities making it easier for them to integrate LLMs into their apps. This means creating Bots, Message Extensions, and Adaptive Cards for more engaging conversational experiences will be a breeze.

Microsoft assures us that the AI library will also aid the seamless migration of existing Bots, Message Extensions, and Adaptive Cards functionalities into Teams.

Isn’t this the same company that gave us the Copilot tool? Yep! Back in March 2023, Microsoft introduced GPT-4 integration across Microsoft 365 with its Copilot tool, which can whip up emails, compile reports, and, as Microsoft claimed very grandly, “rediscover the soul of work”. Who knew AI could be so poetic?

And let’s not forget the recently unveiled tool which uses AI to generate meeting notes, suggest follow-up actions, and even provide timeline markers for instant access to relevant parts of a call.

Microsoft Teams is on a mission to redefine our experience with AI. This isn’t just about making our lives easier; it’s about unlocking new possibilities for productivity and efficiency. Honestly, we can’t wait to see what the new AI library will bring.

If you need help getting more from Teams across your business, get in touch.

Read more

Now AI can make your Teams meetings more productive

26th June 2023
Now AI can make your Teams meetings more productive

Are you tired of wasting precious time in meetings, only to leave feeling confused and disorganised?

Do you struggle to keep track of all the action items and follow-up tasks that come out of these meetings?

Microsoft Teams has launched a new feature which could solve your problems and boost productivity.  

Meeting Recap is an AI-based intelligent meeting recap feature, available exclusively to Teams Premium subscribers. This innovative feature harnesses the latest in artificial intelligence technology to generate comprehensive summaries of your meetings.

That means no more tedious recaps… but hello to accurate and efficient summaries that capture all the key points from your meetings.

The Meeting Recap feature doesn’t stop there. It automatically identifies action items and follow-up tasks, assigns them to team members, and even sets deadlines for completion. This means that everyone involved in the meeting knows exactly what they need to do and when it needs to be done. A great way to improve communication and collaboration within your team.

But it’s not just about efficiency. The meeting recap feature also offers customisable options to tailor the feature to your specific needs. Choose what information is included in the summary to ensure that you receive the most relevant and useful information possible.

If you’re not a Teams Premium subscriber, are there benefits of investing in this new feature?

Yes! For starters, it streamlines your workflow, saving you both time and money.

You don’t have to waste hours trying to decipher meeting notes and action items. Instead, you’ll have access to a clear and concise summary that you can refer back to any time.

Additionally, it improves organisation and accountability within your team. With assigned action items and deadlines, everyone knows exactly what is expected of them.

Don’t underestimate the power of this new Meeting Recap – it’s a game-changer for businesses that want to increase productivity.

Don’t wait. If you need help upgrading to Teams Premium, we’re here for you. Get in touch.

Read more

Stop! And think, before you act on that email

19th June 2023
Stop! And think, before you act on that email

How many times a day do you respond to an email without really thinking about its contents?  

Maybe it’s a request for some information. Perhaps it’s asking you to pay an invoice. All mundane stuff. But no sooner than you’ve hit send, you’ve fallen victim to a Business Email Compromise (BEC) attack.

A BEC attack occurs when a cyber criminal gains access to your business email account and uses it to trick your employees, customers, or partners into sending them money or sensitive information. They do this by impersonating someone senior, and abusing their position of trust.

It might sound like something that only happens to big corporations, but that’s not the case.

According to the FBI, small and medium-sized businesses are just as vulnerable to BEC attacks as larger ones. In fact, these attacks have cost businesses more than £20 billion over the past few years.

And Microsoft brings more bad news, with its recent findings showing that they’re getting both more destructive and harder to detect.

So, what can you do to protect your business from BEC attacks? Here’s our advice:

  1. Educate your employees: They are the first line of defence against BEC attacks. They need to know how to spot phishing emails, suspicious requests, and fake invoices. Train them regularly on cyber security best practice, like strong passwords, multi-factor authentication, and secure file sharing.
  2. Use advanced email security solutions: Basic email protections like antispam and antivirus software are no longer enough to block BEC attacks. You need more advanced solutions that use artificial intelligence and machine learning to detect and prevent these attacks in real-time. Look for email security providers that offer features like domain-based message authentication, reporting, and conformance (DMARC), sender policy framework (SPF), and DomainKeys Identified Mail (DKIM).
  3. Set up transaction verification procedures: Before transferring funds or sensitive information, establish a verification process that confirms the authenticity of the request. This could include a phone call, video conference, or face-to-face meeting. Don’t rely on email alone to confirm these types of requests.
  4. Monitor your email traffic: Regularly monitor your email traffic for anomalies and unusual patterns. Look for signs like unknown senders, unusual login locations, changes to email settings or forwarding rules, and unexpected emails. Make sure you have a clear protocol in place for reporting and responding to any suspicious activity.
  5. Keep your software up to date: Ensure that you’re always running the latest version of your operating system, email software, and other software applications. These updates often include vital security patches that address known vulnerabilities.

BEC attacks are becoming more common and more sophisticated, but with the right awareness, training, and security solutions, you can protect your business.

Don’t wait until it’s too late – take action today to keep your business safe.

If you want to know more about how to protect your business from cyber threats, our team is always ready to help you. Give us a call.

Read more

Microsoft Teams Productivity Tips Every Plymouth Business Owner Needs To Know

5th May 2023

Every business needs the right tools to get the job done and to keep your team on track. But juggling multiple apps and software can be a nightmare when trying to keep information streamlined and easily accessible. That’s where Microsoft Teams for small businesses comes into play.

In this article, we’ll explore the 10 best Microsoft Teams hacks so everyone in your company has everything they need at their fingertips.

The 10 Best Microsoft Teams Hacks for Small Businesses

1) Share And Co-Edit Files

The demand for coworking capabilities has risen in recent years. And while modern working conventions have dictated the need for more collaborative software, there are real statistics to back up the benefits of co-editing.

According to a study from Deloitte, “When workers collaborate, 73% do better work, 60% are more innovative, 56% feel more satisfied, and 15% work faster.”

Microsoft Teams understands this and has continued to develop its ability to share and co-edit files. With 10 GB of cloud storage per user, it’s easier than ever to work on documents with others no matter where you are.

You can also quickly share document files by attaching them to a chat within Microsoft Teams so there’s no need for extra emails to share information.

2) Filter Messages

Along with our previous point, running an efficient business often means having messaging software that can keep up. However, it can be overwhelming when you have a sea of messages and no way to mark or find what you’re looking for.

Not anymore. With Microsoft Teams, you’re able to filter messages and find exactly what you need. This replaces the need to use an additional messaging service, such as Slack, and keeps everything within one comprehensive platform.

This eliminates the headache of switching back and forth between platforms and having to have multiple windows open all the time to get work done.

3) Host Meetings

Hosting meetings is another huge capability of Microsoft Teams. The software allows you to schedule virtual meetings with hundreds of participants at a time. That means you have everything you and your team need, no matter the size of your business.

Recent updates have also expanded the ability for co-hosting breakout rooms as well. More features mean more ways for your team to connect!

4) Live Translated Captions

2023 updates for Microsoft Teams have increased accessibility as well. For example, there’s a new setting you can toggle on and off that will allow for live translated captions to appear during meetings. 

The system will save your settings for every meeting, or you can simply toggle it off when you no longer need it. The choice is ultimately yours.

You can also get the meeting transcripts when done to quickly review just the one part you were looking for!

5) Chat Features

One of the best features of the Microsoft Teams experience is the chat. With unlimited chats and the ability to filter through them, as we mentioned earlier, your team can have important conversations while also getting work done in the same place.

New this year, the platform now allows you to delete chats on your end while leaving them open on the other person’s when you no longer need the information. In addition, you can easily add people to existing conversations, and AI technology can suggest who you might want to talk to next.

These features make it easier than ever to collaborate with others and keep everyone on the same page.

6) Picture-In-Picture Functionality

Not every meeting needs your full attention. Teams have picture-in-picture functionality that allows you to have a meeting playing while you are doing other things.

That means you don’t have to put down other work while you’re on less important calls and can multitask.

7) Do Not Disturb

In addition to picture-in-picture display options, there are other ways you can value your time with Microsoft Teams settings.

This platform allows you to toggle on “do not disturb” when you need to step away from your desk, are taking a vacation, or going home/logging off at the end of the day.

There are plenty of things that can wait until tomorrow, and you deserve to set healthy boundaries when it comes to getting work done and taking time for yourself and your family.

8) Data Encryption

When you’re using an all-in-one comprehensive platform, a lot of information is exchanged. Between attaching important documents to chat threads to day-to-day communications, you need to know that all your information and your clients’ information is safe.

Microsoft Teams has you covered. With data encryption, you don’t have to worry about private information leaking on the internet. That means peace of mind for you and everything you work with.

9) Multi-Question Polls

The last feature we’ll mention that’s new in 2023 is the ability to have multi-question polls within a meeting. This gives you more flexibility to ask the questions you need and gives you an easy place to collect that data.

It’s never been easier to run a meeting and gather information.

10) Save MONEY (Thousands a month!)

Most businesses already have Microsoft Teams included in their current software package and can save a lot of money by eliminating redundant services.

Paying for dozens (or hundreds) of employee licenses for Slack, Zoom, Monday, Basecamp, and more may be a thing of the past using the features already included in Microsoft Teams.

Many companies we look at are needlessly spending tens of thousands or more on these other services and that money goes straight to the bottom line.

Microsoft Teams For the Win

Whether you’re looking for a solution to messaging, collaborative working, video calls, document sharing or accessibility features within your organization, Microsoft Teams can help your small business accomplish exactly what you need.

With these 10 features — and many more — you will be better equipped to work together as a team and won’t have to waste time cobbling together multiple apps along the way.

Limbtec specialises in working with small businesses to make them more productive and profitable, while keeping their data and business protected. To see what we can do for you, go to: https://limbtec.com/book-a-call to schedule a quick discovery call.

Read more

Microsoft 365 makes Multi-Factor Authentication easier

3rd May 2023
Multi Facto Authnetication made Easier

Microsoft is planning to enable Multi-Factor Authentication (MFA) directly in its Outlook app for many 365 business users.

MFA is a vital tool to help protect your online accounts from cyber criminals. It works by generating a second, single-use passcode every time you log into an account. It’s usually sent to an authenticator app on your phone that you have to download and set up first.

Security codes can also be sent via SMS text message, by a phone call, or you might be given a special USB key to plug into your computer.

The process is often made quicker by using a biometric login like your fingerprint or face ID. It’s a minor chore, but the protection it offers far outweighs the couple of extra seconds it takes to access your account.

Microsoft isn’t so sure about those extra seconds, though. If the tech giant can save you that time, it’s going to do it. That’s why it’s looking to streamline MFA for Microsoft 365 business accounts.

It’s rolling out the improvement by building MFA directly into the Outlook app in a feature called Authenticator Lite. Until now, it’s relied on a separate authenticator app or sending login codes.

There’s no news yet for those of us who want faster authentication on our personal PCs. If Microsoft does announce plans to make this feature available to more hardware or operating systems, we’ll update you with any news.

If you don’t already use MFA for your apps and online accounts, we recommend that all businesses implement it as soon as possible. The additional security it offers protects against the vast majority of today’s cyber threats.

For more help and advice about implementing MFA or getting the best from Microsoft 365, just get in touch.

Published with permission from Your Tech Updates.

Read more

Cyber Security – What about your Mobile.

21st March 2023
Don't forget your phone when you think about cyber security

Our phones are a goldmine of private information. Just think of all the financial details, personal messages, banking apps, photos and contact information that live behind that little glass screen.

And if your team use phones for work, they’ll often have access straight into company systems – email, contact lists, network access, file systems. So if they’re not kept as secure as any other device in your workplace, they can become a gaping hole in your cyber security.

Criminals know this, of course, which is why they target us through our phones just as much as they do through our networks and servers.

But cyber crime isn’t the only concern. Just losing your phone, or having it stolen, can put your data at huge risk.

So, whether you issue company smartphones, or your employees use their own, you should make sure everyone implements some simple security steps to protect your data and avoid disaster.

What to consider

Start with making sure your people set up a PIN and a biometric login (like a fingerprint or face scan) to open the device.

Only install apps from trusted sources to make sure you’re using genuine software.

And enable Multi-Factor Authentication on all apps that store even a small amount of sensitive data.

Be careful about where you connect to Wi-Fi. If you work remotely or often connect to public networks, consider using a VPN – a Virtual Private Network – to add another layer of security. You never know who’s monitoring traffic on a public network.

Finally, ALWAYS make sure your phone is running the latest version of its operating software, and keep all apps up to date.

Smartphones have changed so much about the way we live – at home, and at work – but it’s too easy to take them for granted. And that could be a costly mistake.

If you need help to keep your smartphones safe, just get in touch.

Published with permission from Your Tech Updates.

Read more

Cyber attacks are getting smarter and bigger. Is your protection?

27th February 2023
Cyber Attacks are getting Bigger and smarter

Have you ever tried to buy tickets for a huge event and found that the seller’s website has collapsed under the weight of thousands of people all trying to do the same thing at the same time?

The ticket site falls over – usually temporarily – because the server is overloaded with traffic it doesn’t have the capacity for.

Criminal Distributed Denial of Service attacks – DDoS, for short – exploit the same principle.

When a DDoS attack targets a business, it floods it with internet traffic in an attempt to overwhelm the system and force it to fail.

This results in the business and its customers being unable to access services. That may trigger a temporary failure, or it could be more serious. Last year, the average DDoS attack lasted 50 minutes.

That may not sound like a long time, but it’s enough to create angry customers, or to bring business to a grinding halt. And downtime can be costly.

The really bad news is that DDoS attacks are not only lasting longer, but they’re becoming bigger, more sophisticated and more common.

Recently, the biggest ever reported DDoS attack was reportedly blocked. At its peak, it sent 71 million requests per SECOND to its target’s servers. Prior to that, the biggest reported incident stood at 46 million requests per second.

Worse still, more businesses are reporting being targeted by DDoS attacks where criminals are demanding huge ransoms to stop the attack.

What does this mean for you?

It’s important you check all your security measures are up-to-date and working as they should be. Are your firewalls up to the task, with DDoS monitoring and prevention tools set up? And is your team fully aware of the importance of staying vigilant?

We can help make sure your business stays protected. Just get in touch.

Published with permission from Your Tech Updates

Read more

When did you last have a health check?

23rd January 2023
When did you last have a health check?

Did you start a January Health kick? How is it going?

January is that time of year when a lot of us take our health seriously, well for a month or so! It is a good thing to look after yourself, and do something about it.

Your doctor would probably like to see you once a year for a health check, just to find any small problems and stop them from progressing.

It is the same principle with your technology.

So why not book in for an IT check-up, to make sure everything is in great shape for the coming months.

After all we do this for Ourselves, or our car, and it’s a good plan to do the same with your workplace tech. After all it might be working really hard in the year ahead.

What would we do

We will help pick up any minor-but-urgent fixes, that could help prevent a disastrous breakdown in a few months time. (we have just seen this where we identified an issue with a server, which went on the break, and was unable to be repaired just 4 months later)

If there are bigger, but no-urgent jobs that you can safely leave for another day, we will tell you that too.

And if you get a clean bill of health, you can carry on with confidence for the coming months.

It may also be a great time to think about new technology and prioritise your IT projects. We can look at what you need to do with your systems as your business grows.

Our experts carry out top to toe IT health checks for all kinds of businesses, and we will give you honest jargon-free advice on the best solutions for a trouble-free tech set up.

To book your check-up, get in touch

Read more
Recent Comments