Microsoft 365 Copilot
for Sales​
Maximize seller efficiency and close more deals. Copilot for Sales brings together Microsoft 365 Copilot with a role-based agent that connects with your CRM platform to bring sales insights and generative AI into the flow of work.
OVERVIEW
Create more deals by creating efficiencies
Use AI assistance to draft emails and set up meetings in Outlook with data from your CRM platform and Microsoft Graph.
Create AI-generated email and meeting summaries in Outlook and Microsoft Teams and save them directly to your CRM platform.
Create pitch decks, meeting preparation briefs, and data visualizations in PowerPoint, Word, and Excel with AI assistance.
FEATURES
Transform the way sellers work
Drive efficiency with AI capabilities that help streamline processes and create personalized content in Microsoft 365 apps.
KEY BENEFITS
Make time for what you do best
Book your copilot readiness assessment
RESOURCES
Find resources in your favourite formats
Boost sales results
See how Microsoft is transforming sales
Elevate customer experiences with Copilot for Sales
Improve sales performance with AI
Achieve sales success with AI
SUPPORT
Implementation and support 
Boost usage of Copilot for Sales with adoption help and learning content
Explore what’s possible with Copilot for Sales and browse resources that help you deploy, use, and scale it for your business.
RELATED PRODUCTS
Empower your sales teams
Get started with your AI assistant at work
Experience Copilot in Dynamics 365 Sales
FAQ
Frequently Asked Questions
Microsoft 365 Copilot for Sales brings together Microsoft 365 Copilot with a role-based agent that connects with your CRM platform to bring sales insights and generative AI into the flow of work. It helps sellers work more efficiently and brings sales insights into the collaboration and productivity tools they use daily, such as Microsoft Teams, Outlook, and Word. Copilot for Sales connects to Salesforce Sales Cloud and Microsoft Dynamics 365 Sales and can be configured to connect to other sales solutions. Copilot for Sales includes a license for Microsoft 365 Copilot.
Yes—Copilot for Sales connects with Salesforce Sales Cloud. Salesforce users with Copilot for Sales can access next-generation AI and sales insights in their Microsoft 365 apps, such as using contextual email assistance in Outlook and conversation intelligence in Teams.
To be eligible, customers must have a license for Microsoft 365 E3, E5, Business Standard, or Business Premium, or Office 365 E3 or E5, or a version of these suites that does not include Microsoft Teams.
Microsoft 365 Copilot for Sales includes Microsoft 365 Copilot and Microsoft 365 Copilot sales agent for seller-specific insights and workflows. It connects with Microsoft Dynamics 365 Sales and Salesforce Sales Cloud and includes seamless experiences with Outlook, Teams, Word, and other Microsoft 365 apps. Learn more about Microsoft 365 Copilot.
Role-based agents allow customers to enhance Microsoft 365 Copilot by connecting it to new data sources and applications and expanding its functionality. Microsoft 365 Copilot for Sales contains a role-based agent, Microsoft 365 Copilot sales agent, that connects Microsoft 365 Copilot to your CRM to provide seller specific insights and workflows.
Dynamics 365 Sales Professional and Dynamics 365 Sales Enterprise licenses do not include Copilot for Sales. Dynamics 365 Sales Premium customers can access the full Microsoft 365 Copilot for Sales experience with a Microsoft 365 Copilot license.
Some Copilot capabilities are included in Dynamics 365 Sales Enterprise and Dynamics 365 Sales Premium licenses, separate from Copilot for Sales. Learn more about Dynamics 365 Sales. Contact your account representative for additional information.
