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Copilot for Sales functional overview

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Microsoft Copilot for Sales is an AI assistant designed for sales teams to maximize productivity and close more deals, bringing sales insights and next-generation AI into the tools you use daily like Microsoft Outlook, Microsoft Teams, and other Microsoft 365 apps.

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 Microsoft 365 is included in Copilot for Sales, helping organizations benefit more broadly from productivity enhancements across their workflows.

The following sections provide an overview of the value that Copilot for Sales provides to sales teams.

Maximize seller productivity

Work more efficiently with AI capabilities in the flow of work that help streamline processes and create personalized sales content.

Keep data fresh and accurate

  • Get Copilot assistance to add contacts and update CRM records in Outlook and Teams and sync to your CRM platform.

  • View Copilot-generated opportunity summaries and CRM record information in Outlook and Teams.

Create personalized sales content

Generate sales meeting preparation briefs in Microsoft Word, pulling from CRM platform and Microsoft Graph data.

Personalize customer engagements

Build stronger customer relationships with AI capabilities that help you understand customer needs and personalize engagements.

Crush the sales call

Get real-time call insights in Teams such as summaries of past meeting notes, CRM record information, sales tips, competitor insights, and meeting agenda items.

Improve customer interactions

  • View AI-generated email summaries in Outlook with CRM insights and BANT (Budget, Authority, Need, Timing) sales assessment. Save summaries directly to your CRM.

  • Generate email drafts in Outlook with relevant product and opportunity information, pulling from CRM platform and Microsoft Graph data.

  • View AI-generated meeting summaries including keyword and conversation analysis, competitor mentions, KPIs, and suggested tasks. Create tasks in your CRM.

Enhance sales team performance

Get AI-generated insights that help you identify and act on sales trends and opportunities.

Improve team collaboration

Customize for your needs

Customize Copilot for Sales for a uniquely tailored experience that meets your organization's needs.

Surface the right information

Select the CRM fields you want to see in Outlook and Teams and customize the order in which they appear. This helps you access the relevant CRM information you need to be productive.

Connect your data

Extend Copilot for Sales skills to include data and insights from internal and external data sources using Power Platform connectors.