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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

Close 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.
    A screenshot of an email draft. The email discusses eco-friendly coffee machine options
  • Create AI-generated email and meeting summaries in Outlook and Microsoft Teams and save them directly to your CRM platform.
    A computer screen displays an email interface with a highlighted message summary from "Summary by Copilot"
  • Create pitch decks, meeting preparation briefs, and data visualizations in PowerPoint, Word, and Excel with AI assistance.
    A user interface showing an email draft at the top and a table of related records at the bottom.
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FEATURES

Transform the way sellers work 

Drive efficiency with AI capabilities that help streamline processes and create personalized content in Microsoft 365 apps.
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KEY BENEFITS

Make time for what you do best

Maximize sales productivity

Work more efficiently using generative AI capabilities that help streamline processes and create sales content.

Personalize customer interactions

Improve customer experiences with AI-generated insights and recommendations for next steps.

Stay in the flow of work

Seamlessly share information between Microsoft 365 apps and your CRM platform.
RESOURCES

Find resources in your favorite formats

  1.
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Infographic

Boost sales results

See statistics and impact metrics for Copilot for Sales.
Download the infographic
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E-book

See how Microsoft is transforming sales

Find out how Microsoft used Copilot for Sales to help its own sellers be more productive.
Download the e-book
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Blog

Elevate customer experiences with Copilot for Sales

Learn about Copilot for Sales and how to increase seller efficiency with new copilot capabilities.
Read the blog
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E-book

Improve sales performance with AI

Learn how AI can transform the way sellers work, driving better results for sales teams.
Get the e-book
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Infographic

Achieve sales success with AI

Discover the benefits of empowering sellers with AI in this infographic.
Read the infographic
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CUSTOMER STORIES

See what customers are saying about Copilot for Sales

  1. Avanade logo
  2. Netlogic logo
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Avanade logo
“There may be multiple email threads about the same sale, but Copilot for Sales summarizes the key points and helps me craft an answer to my client.”
Sydney Gorst, Business Development Executive, Avanade
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Netlogic logo
"Implementing Microsoft 365 Copilot for Sales has saved time, improved skills, contributed to better work-life balance, and increased revenue by 25% in one quarter due to reduced burnout and enhanced efficiency."
David Swenson, Business Development Director, Netlogic
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SUPPORT

Implementation and support 

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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.
Learn more
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Documentation

Get started using Copilot for Sales in your organization.
Learn more
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Community

Connect with and learn from experts and peers.
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Learning

Find Copilot for Sales learning paths and content for employees.
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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.

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