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Access the Copilot for Sales app

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Microsoft Copilot for Sales is an AI assistant for sellers in Microsoft 365 that connects to sales solutions to bring next-generation AI and CRM platform updates and insights across productivity workflows.

If you don't have access to Copilot for Sales, ask your administrator to install it.

Access Copilot for Sales in Outlook

As a seller, you communicate with a lot of potential customers by email. Copilot for Sales helps you prepare for your engagements. It gathers information from your CRM system and Microsoft Office and enriches it with actionable insights, so you can be more effective right where you spend most of your day.

You can access Copilot for Sales using any of the following options:

Outlook desktop

  • While drafting an email or creating a meeting

    • Select Copilot for Sales on the ribbon or All Apps > Copilot for Sales (in Classic ribbon)

      Screenshot showing accessing the app from Outlook desktop.

    • Select More commands (...) and then select Copilot for Sales (in Simplified ribbon)

    • Select Show contact or Add contact in the banner message (for emails)

    • Select Show details in the banner message (for meetings)

  • While reading an email or opening a meeting

    • In Classic ribbon: Perform one of the following actions:

      • Select Copilot for Sales on the ribbon.
      • Select All Apps > Copilot for Sales. In the pop-up, select Copilot for Sales. To add an CRM entity as a rich adaptive card to the email, select Search Copilot for Sales and then find and select the CRM entity.

      Screenshot showing accessing the app from Outlook desktop while reading an email.

    • In Simplified ribbon: Select More commands (...) and then select Copilot for Sales.

New Outlook desktop and Outlook on the web

  • While drafting an email

    • On the ribbon, select Apps > Copilot for Sales. In the pop-up, select Copilot for Sales. To add an CRM entity as a rich adaptive card to the email, select Search Copilot for Sales and then find and select the CRM entity.

      Screenshot showing accessing the app from Outlook on the web.

    Note

    If Copilot for Sales is admin-deployed, the app is automatically pinned to the ribbon.

    • Select Show contact or Add contact in the banner message (for emails)

    • Select Show summary in the banner message (for meetings)

  • While reading an email

    • On the email action bar, select Apps > Copilot for Sales.

      Screenshot showing accessing the app while reading an email in Outlook on the web.

    Note

    If Copilot for Sales is admin-deployed, the app is automatically pinned to the email action bar.

  • While creating or opening a meeting

    • Select Copilot for Sales on the ribbon.

Pin the Copilot for Sales app in Outlook

To keep Copilot for Sales in view as you move through your emails and meetings, pin it so that the app pane stays open.

To pin the app, select the pushpin . To unpin it, select the pushpin again.

Access Copilot for Sales in Teams

Backed by AI, the Copilot for Sales app in Teams provides recommendations and information to help you stay connected to your customers, minimize data entry, and personalize your engagements to close deals faster with higher win rates. Get a deeper understanding of your customers' needs from transcribed call summaries with conversation intelligence, and take the right action at the right time with automatically generated follow-ups.

To know how call recording is utilized, see Learn More - Call or Meeting Recording.

You can access Copilot for Sales using any of the following options:

Messaging extensions

In a Teams chat or channel, select Messaging extensions (...), search for the Copilot for Sales app, and then select it. This helps you share CRM records with your team members.

During a meeting

Use Copilot for Sales app during a meeting