Install Copilot for Sales in Outlook
Note
Not all versions of Outlook (such as Mac and mobile) support the enhanced Teams app. To ensure all clients get Copilot for Sales, it is best to install the Copilot for Sales for Outlook add-in and the newer enhanced Copilot for Sales Teams app.
Install the Copilot for Sales Outlook enhanced Teams app
The app is installed in Fixed mode by default. In a Fixed deployment, users receive the app automatically and can't remove it.
Sign in to the Microsoft 365 admin center.
In the left pane, select Settings > Integrated apps.
On the Integrated apps page, select Get apps.
Microsoft AppSource opens in an embedded window.
In the AppSource window, search for Copilot for Sales.
In the search results, on the Microsoft Copilot for Sales card, select Get it now.
The AppSource window closes. You'll complete the remaining steps in the Microsoft 365 admin center.
In the Configuration step, select the apps to deploy, and then select Next.
Note
The first app Copilot for Sales for Microsoft Outlook is the Outlook extension to provide side pane functionality. The second app Copilot for Sales is the enhanced Teams components app that works across Outlook and other Microsoft 365 apps including the personal app (Home and Settings tabs) and the message extension.
In the Users step, select the users or groups who will have access to the app, and then select Next.
In the Deployment (Permissions) step, read the app permissions and capabilities for each of the apps to be deployed, select Accept permissions for each app, and then select Next.
In the Deployment (Finish) step, review the selected settings, and then select Finish deployment.
When the deployment is complete, select Done.
Install the Copilot for Sales Outlook add-in
The add-in is installed in Fixed mode by default. In a Fixed deployment, users receive the add-in automatically and can't remove it.
Sign in to the Microsoft 365 admin center.
In the left pane, select Settings > Integrated apps.
On the Integrated apps page, select Get apps.
Microsoft AppSource opens in an embedded window.
In the AppSource window, search for Copilot for Sales.
In the search results, on the Copilot for Sales for Microsoft Outlook card, select Get it now.
The AppSource window closes. You'll complete the remaining steps in the Microsoft 365 admin center.
In the Configuration step, select the apps to deploy, and then select Next.
In the Users step, select the users or groups who will have access to the add-in, and then select Next.
In the Deployment (Permissions) step, read the app permissions and capabilities for each of the apps to be deployed, select Accept permissions for each app, and then select Next.
In the Deployment (Finish) step, review the selected settings, and then select Finish deployment.
When the deployment is complete, select Done.
Note
The app is installed in Outlook and other Microsoft 365 applications but not in Teams. You need to go to the Microsoft Teams admin center and create setup policies to install the app and assign users. For information about installing Copilot for Sales in Teams, go to Install and pin Copilot for Sales in Teams.
Allow up to six hours for Copilot for Sales to appear in users' Outlook ribbon.
Manage the Copilot for Sales app
After you've installed Copilot for Sales as an integrated app, you can manage its configuration, add and remove users, and view its usage in the Microsoft 365 admin center.
In the Microsoft 365 admin center, select Settings > Integrated apps.
On the Integrated apps page, select the Microsoft Copilot for Sales app.
The Microsoft Copilot for Sales panel opens with the following tabs:
Overview: Displays basic information about the add-in, deployed apps, and assigned users.
Configuration: Allows you to remove the app from a selected product. To remove the app, select it, and then select Remove.
Users: Allows you to edit the users who can use the app.
Usage: Displays the number of active users of the app based on the selected platform and date range.
Update the Copilot for Sales add-in and app
In the Microsoft 365 admin center, select Settings > Integrated apps.
On the Integrated apps page, select the Microsoft Copilot for Sales app.
The Microsoft Copilot for Sales panel opens. If there's an update available for the add-in, a message is displayed in the Overview tab.
Select Know more and update.
In the Updates panel, select Accept and update.
User-deployed app installation
End users can install the Outlook add-in and Teams app from within Microsoft AppSource in Outlook or Teams respectively, as long as they aren't explicitly blocked by the administrator.
If end users install the Outlook add-in, it's considered user-deployed instead of admin-deployed and will not have full feature support. User-deployed apps don't support Copilot for Sales banner notifications that appear within the top of new or reply emails. Also, the Copilot for Sales is not added automatically to meeting invites. However, sellers can manually add Copilot for Sales to the meeting to get meeting summaries.
See also
Feedback
Coming soon: Throughout 2024 we will be phasing out GitHub Issues as the feedback mechanism for content and replacing it with a new feedback system. For more information see: https://aka.ms/ContentUserFeedback.
Submit and view feedback for