People.ai and Microsoft Dynamics 365 Sales Team Up to Supercharge Sales Insights with AI

People.ai has announced its integration with Microsoft Dynamics 365 Sales. This collaboration aims to deliver powerful, AI-driven insights directly within the Dynamics 365 Sales CRM, providing a comprehensive overview of every account and opportunity.

For years, go-to-market organizations have struggled to access and interpret unstructured data scattered across various tools. People.ai addresses this challenge by automatically capturing sales-related activity data and employing proprietary matching technology to accurately log it in the appropriate accounts and opportunities within a customer’s CRM. This results in a detailed record of all sales activities, which the platform then analyzes to offer valuable, easy-to-understand insights about contacts, accounts, and opportunities.

The integration with Dynamics 365 Sales allows users to leverage People.ai to unlock additional insights from their CRM and other go-to-market tools. Dynamics 365 customers can now consolidate scattered data from various customer engagement tools, integrating it seamlessly into their workflows. This enhancement not only provides a wealth of insights built on nearly a decade of B2B sales activity data but also ensures visibility across multiple CRM environments.

“People.ai adds immediate value and next-level capabilities for Microsoft 365 Dynamics Sales users,” said Oleg Rogynskyy, founder and CEO of People.ai. “Generative AI gives every member of a sales team the information they need to pull the right levers on every account. We’re instantly giving them the complete story of everything going on across their go-to-market organization. It’s a competitive advantage that puts those who have it miles ahead of their competitors who don’t.”

Lori Lamkin, CVP of D365 Sales & Marketing at Microsoft, echoed this enthusiasm. “We are thrilled to expand our relationship with People.ai into Microsoft Dynamics 365 Sales. Together, we are providing customers with an easy way to unify sales activity data, surface meaningful insights, and ultimately improve seller efficiency inside Microsoft Dynamics 365 Sales and Copilot for Sales. This new integration will help decrease time to value with AI tools that are easy to use and backed by comprehensive data.”

Inside Microsoft Dynamics 365 Sales, People.ai enhances CRM functionality by capturing, matching, and enriching data to create a comprehensive foundation. It highlights critical account details, including stakeholders, next steps, risks, and opportunities, transforming Dynamics 365 into a powerhouse of actionable intelligence.

Moreover, combining Microsoft Copilot for Sales with People.ai turns Outlook into a sales insight powerhouse. Users gain instant insights on accounts, opportunities, and contacts while composing emails, understanding the buying power of their contacts, the health of engagements, and identifying additional stakeholders to engage.

For sales teams looking to maximize their effectiveness, integrating People.ai within the Microsoft ecosystem is a game-changer. By embedding seamlessly into existing tools and workflows, People.ai provides real-time access to critical data and insights, eliminating the need for manual data entry or switching between platforms. With a complete picture of accounts and opportunities, sales strategies, and account executives, effectiveness is exponentially enhanced.

In today’s data-driven business environment, this integration represents a significant leap forward. It equips sales teams with the tools to stay ahead of the competition and drive substantial business growth. While the potential benefits are clear, the real test will be in how swiftly organizations can adapt to and fully leverage this powerful integration. If successful, this could very well be a game-changer in the sales industry.