View and update CRM data in the flow of work
Sales in Microsoft 365 Copilot reduces the need for frequent context switching so that you can find the information that you need. Keeping the correct CRM data accessible and in the flow of work in Outlook and Teams makes updates and references to CRM data near effortless.
Sign in to your CRM
Sales in Microsoft 365 Copilot supports both Dynamics 365 Sales and Salesforce CRM. The sign-in process for both is straightforward; the system automatically signs in Dynamics 365 users with Microsoft Entra ID, and users can access Salesforce CRM through the Microsoft 365 Sales in Microsoft 365 Copilot sign-in.
Capture new CRM contacts or leads
Sales in Microsoft 365 Copilot helps you create new contacts or leads directly from your Outlook inbox so that you can keep track of your stakeholders. When you send or receive an email from a customer who isn't tracked in your CRM, the application suggests that you add them. You can create new contacts or leads by using the customer's signature from the thread.
View and update CRM data
Context is always key. With Sales in Microsoft 365 Copilot, the related contacts, opportunities, and account records are readily accessible. Updates are clear and uncomplicated; you only need to select the ellipsis (...) menu on a record card and edit it within Outlook.
Search and share CRM data
You can quickly bring your sales team up to date by sharing CRM data in Teams chats and channels.
Two ways that you can share rich adaptive cards are:
Outlook - You can copy a CRM record from Outlook through the ellipsis (...) menu and then paste it into Teams.
Teams - You can find the Microsoft 365 Sales solution in Microsoft Copilot message extension in any Teams chat and then search for a CRM record to include.
Connect and save emails and meetings to CRM
Without the need for context switching, you can keep your CRM data current while you work with the save to CRM capabilities.
Save emails and activities - You can save email threads and meetings to your CRM app and then connect them to CRM records so that your sales organization has the latest information.
Save email thread summaries - You can save note records that include email thread summaries. As a result, sales teams can quickly consume these high-value notes.
