Overview


Microsoft Copilot for Sales

 

Microsoft Copilot for Sales brings together the power of Copilot for Microsoft 365 with seller workflows. Microsoft Copilot for Sales leverages data from their CRM platform, as well as large language models and data from Microsoft Graph, Microsoft 365 apps, and the internet. Copilot for Sales helps sales teams save time and energy, generate innovative ideas, build stronger customer relationships and ultimately close more deals.

 

AI assistant designed for sales teams

 

​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.