Copilot for Sales can be installed either by an administrator or by an end user. As an administrator, you can install Copilot for Sales as an integrated app on multiple platforms or as an individual app on a single platform. As an end user, you 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 your administrator. For information about privileges required to use Copilot for Sales, see Privileges required to use Copilot for Sales.
Admin-deployed installation
You can install Copilot for Sales as an integrated app on multiple platforms or as an individual app on a single platform. Whichever method you choose, you can start from either the Microsoft 365 admin center or Microsoft AppSource to install it in Outlook and assign users. If you start from AppSource, you'll finish installation in the Microsoft 365 admin center. Either way, we recommend an administrator installs it for best performance and usability.
Additionally, to install the app within Teams, you need to go to the Microsoft Teams admin center and create setup policies to install the app and assign users. If you install the Copilot for Sales app for Teams from AppSource, you'll install it to your personal scope only, not for your users.
You need to be a Microsoft 365 administrator to deploy and install the Copilot for Sales add-in for Outlook and Microsoft 365 apps. You need to be a Teams administrator to deploy and install Copilot for Sales for Teams.
If your users are using Salesforce, ensure that Microsoft Power Platform is not blocked. You can check its status on the Connected Apps OAuth Usage page in Salesforce. If it's blocked, you need to unblock it to use Copilot for Sales and might take up to 24 hours for the add-in to show up for your users.
Watch this video to learn how to install Copilot for Sales in Outlook and Teams:
User-deployed installation
As an end user, you 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 your administrator.
When you install the Outlook add-in, it's considered user-deployed instead of admin-deployed and will not have full feature support. User-deployed add-ins don't support Copilot for Sales banner notifications that appear within the top of new or reply emails. Also, the Copilot for Sales app is not added automatically to meeting invites. However, you can manually add Copilot for Sales to the meeting to get meeting summaries.
Watch this video to learn more about Copilot for Sales:
Difference between Copilot for Sales and Dynamics 365 app for Outlook
Capability
Copilot for Sales
Dynamics 365 app for Outlook
Work in Outlook
Intelligent context-aware email content suggestions with copilot
Supported
Not supported
Save Outlook emails and calendar events to Dynamics 365
Supported
Supported
Connect saved Outlook emails and events to Dynamics 365 accounts and opportunities
Supported¹
Supported
Create new CRM contacts from Outlook
Supported
Supported
Automatically capture email signature during new contact creation
Supported
Not supported
Create and edit non-contact records in Dynamics 365
Supported²
Supported
Delegate access (allow a user to act on behalf of another user)
Not supported
Supported
Mobile support
Not supported
Supported
Work in Teams³
Collaborate on customer records with colleagues in Teams
Supported
Not supported
Post-meeting: Play back and transcript with highlights, topics, executive summary, action items, and sentiment analysis
Supported
Not supported
Mobile support
Supported
Supported
¹ Copilot for Sales supports connecting Microsoft Outlook activities to accounts and opportunities. Support for connecting Outlook activities to other entities is coming soon.
² Copilot for Sales allows creating contacts and editing contacts, accounts, and opportunities. Support for creating and editing additional entities is coming soon.
³ Requires Copilot for Sales app to be installed in Microsoft Teams.
Install Copilot for Sales app in Microsoft Teams
Sign in to Microsoft Teams.
In the navigation bar on the left, select Apps.
Search for Copilot for Sales, and then select it.
Select Add in the Copilot for Sales window.
Welcome message
Once the Copilot for Sales app is deployed, each user is welcomed by an engaging message from the Copilot for Sales bot in Teams. This message outlines the key capabilities in Copilot for Sales and provides direct links to comprehensive feature documentation and other learning resources.
How to use Copilot for Sales?
After Copilot for Sales is installed, you can start using it in Outlook and Teams. For information on how to use Copilot for Sales, see Access the Copilot for Sales app.
As a Microsoft Dynamics 365 customer experience analyst, you’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process.