SwitzerlandFinance and insurance2025 – ongoingZurich Insurance (Zurich Schweiz)
Microsoft 365 Copilot for Sales with Dynamics 365
Zurich Switzerland expects Copilot for Sales to save about 14,000 hours a year
Problem
Staff in commercial insurance managed more than 100,000 active opportunities. Manual CRM updates were slow and left records out of date.
Approach
About 300 users got Microsoft 365 Copilot for Sales, built on Dynamics 365 Sales. They update CRM records from Outlook and Teams, link emails to opportunities, and summarize long threads.
Results
Takeaway
Zurich let staff update CRM records and link emails to sales opportunities from Outlook and Teams. The company estimated annual savings of about 14,000 hours.
Categories
- Size
- Large enterprise
- Industry
- Finance and insurance
- Business function
- Marketing and sales
- Innovation type
- Process innovation
- AI technology
- Generative AI
- Adoption
- Vendor solution
- Evidence
- Vendor's case study
Sources
Source summaries
Zurich's Swiss commercial unit used Copilot for Sales to update CRM from Outlook and Teams. The company projected savings of about 14,000 hours a year.
Full details are in the original sources.
