Microsoft 365 Copilot for Sales

Microsoft 365 Copilot for Sales is a role-based AI assistant that embeds seller workflows into Microsoft Teams, Outlook, and Microsoft 365. It securely unifies data from your CRM—Microsoft Dynamics 365 Sales or Salesforce—alongside Microsoft Graph, Microsoft 365 apps, and the web to deliver relevant insights and actions.

Sellers can prepare meetings faster, summarize email threads, draft personalized follow-ups, and surface account details without switching apps. Copilot streamlines opportunity updates, note capture, and task creation directly within daily tools, reducing manual effort and improving data quality.

Built on Microsoft’s enterprise-grade security and compliance, Copilot respects existing permissions and data governance. Accelerate sales cycles, improve productivity, and keep pipelines current with an AI copilot designed specifically for sales teams. Sources: Microsoft Learn; Microsoft 365 Copilot for Sales documentation.