Microsoft Commercial and Professional Services United States

Avanade

Sales Automation

The high-touch world of professional services sales requires timely client communication, precisely directed messaging, and most importantly, the personal touch. Avanade sellers found that updating their sales data in Microsoft Dynamics 365 , an intelligent customer relationship management (CRM) system, and tying together relevant threads from Microsoft Outlook and Microsoft Teams was beginning to infringe on valuable face time with clients.

After nearly a decade of partnering with Microsoft on AI, the company’s recent global AI readiness research indicates 79 percent of employees anticipate that the use of generative AI tools will impact up to 20 hours of their work week.
“This one feature probably saves each person 30 to 60 minutes a week.” Gorst concurs.

Reported impact

Business outcome

In his role of managing a team of sellers, Blevins finds wide-ranging productivity potential for using AI-powered tools. He recognizes the time savings sellers can achieve by writing optimal prompts to help them prepare for client meetings, describing the context for that client, the solutions Avanade provides, industry scenarios, and even specifics like the client’s current competitors or projects.

  • Cost Reduction
  • Customer Experience
  • Productivity Improvement

Solution

Avanade, a leading Microsoft solutions provider, soars on the strength of its accomplished consultants. The results it achieves for clients begin with highly trained sellers who keep Avanade’s project pipeline flowing. But as its client base and sales support technologies proliferate, the high-touch field of professional services selling is growing increasingly complex. Using the AI-infused Copilot for Sales and Microsoft Dynamics 365 Sales, Avanade reduces workload for sellers with a range of time-saving features, helping them create and update contact records, summarize email threads, pull related data together, and improve email responsiveness. Even in the early stages of implementing Copilot for Sales, Avanade sellers are showing clients that they are top of mind while saving time and working more productively than ever before.

Data flow

Avanade sellers found that updating their sales data in Microsoft Dynamics 365 , an intelligent customer relationship management (CRM) system, and tying together relevant threads from Microsoft Outlook and Microsoft Teams was beginning to infringe on valuable face time with clients.

Solution architecture

2 components · 1 layer
  1. Serving
    • Copilot for Sales Surfaces customer context and AI assistance inside seller workflows to reduce manual sales work.
    • Dynamics 365 Sales Supports sellers with opportunity management, customer context, and AI-assisted sales workflows.

Architecture clues

  • Avanade sellers found that updating their sales data in Microsoft Dynamics 365 , an intelligent customer relationship management (CRM) system, and tying together relevant threads from Microsoft Outlook and Microsoft Teams was beginning to infringe on valuable face time with clients.
  • Even in the early stages of implementing Copilot for Sales, Avanade sellers are showing clients that they are top of mind while saving time and working more productively than ever before.
  • The early adoption of Copilot for Sales is part of Avanade’s overall ambition and transformation to ready people, processes, and platforms and responsibly innovate and work with AI.
  • The results it achieves for clients begin with highly trained sellers who keep Avanade’s project pipeline flowing.
  • Using the AI-infused Copilot for Sales and Microsoft Dynamics 365 Sales, Avanade reduces workload for sellers with a range of time-saving features, helping them create and update contact records, summarize email threads, pull related data together, and improve email responsiveness.
  • “When our sellers can reduce the time spent on sifting through multiple channels to find what matters with Copilot for Sales, we can be more focused so that we can deliver with clients and drive our business strategy faster.”

Evidence from the source

After nearly a decade of partnering with Microsoft on AI, the company’s recent global AI readiness research indicates 79 percent of employees anticipate that the use of generative AI tools will impact up to 20 hours of their work week.
Avanade, a leading Microsoft solutions provider, soars on the strength of its accomplished consultants.
Hopping between productivity apps to ensure a complete picture took time for sellers needing to be responsive in a competitive industry.
Its nearly quarter century of accelerating success for its 5,000-plus clients, many of them among the Fortune 500 and the Fortune Global 500, speaks to the trust the company earns.
The results it achieves for clients begin with highly trained sellers who keep Avanade’s project pipeline flowing.
“When our sellers can reduce the time spent on sifting through multiple channels to find what matters with Copilot for Sales, we can be more focused so that we can deliver with clients and drive our business strategy faster.”
Transparency Evidence & methodology 85/100 reference value · 89% confidence · 1 source

Review how this reference was scored and trace each normalized claim back to its documented source.

01

Scoring methodology

How scores are calculated

Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.

Customer reference value85/100
  • Problem clarity20/20
    Measures whether the customer's operational problem is specific enough to compare.
  • Implementation depth20/25
    Rewards named components, data flow, integrations, and architecture detail.
  • Outcome specificity20/20
    Measures whether the reported benefit is concrete rather than a generic claim.
  • Quantified impact25/25
    2 metrics describe measurable impact.
  • Deployment scale0/10
    Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence89%
  • Source authority20/25
    The main evidence is an official vendor-published customer story.
  • Claim traceability21/25
    10 of 12 key fields link to a named source.
  • Direct evidence20/20
    6 direct source quotes retained.
  • Date provenance10/10
    The publication date comes from the source page or publisher.
  • Source transparency8/10
    1 source reference document publisher, URL, authority, retrieval, and supported fields.
  • Implementation specificity10/10
    Rewards source-backed components, data flow, quantified impact, and a specific outcome.
02

Traceability

Sources & provenance

Field coverage shows which facts each source supports. Dates are shown only when documented by the source.

  1. Microsoft

    Avanade customer story

    First-party
    https://www.microsoft.com/en/customers/story/1706310669000452858-avanade-dynamics365-sales-partner-professional-services-usa
    Source type
    Vendor-published customer story
    Published
    Nov 23, 2023
    Supports
    • Customer
    • Business problem
    • Solution
    • Products
    • Solution components
    • Data flow
    • Integrations
    • technical area
    • use case category
    • Business outcome
    • outcome category
    • Metrics
    • Architecture
    • evidence quotes
    • Publication date

Date evidence

  • Published on source page Nov 23, 2023 · Microsoft · First-party
    Open date source
Not separately sourced Industry, Region, Company size. Treat these normalized attributes as lower-confidence until a dedicated source is added.