Welcome to Microsoft Sales Copilot
Microsoft Sales Copilot is a seller experience application that uses Microsoft 365 and Microsoft Teams to automatically capture, access, and register data into any customer relationship management (CRM) system. It eliminates manual data entry and gives sellers more time to focus on selling. By enriching the data set with customer engagement data from Microsoft 365 and the power of AI, Sales Copilot empowers sellers with sales intelligence that helps them deeply understand their customers for faster deal closure. Sales Copilot is designed to help sellers boost productivity, lighten workloads, save time, and help salespeople sell more.
License requirements
Sales Copilot may be subject to an additional free or paid license. For more information, see Microsoft Sales Copilot pricing and Dynamics 365 Sale pricing, or contact your Microsoft representative.
Role requirements
If you're using Dynamics 365 Sales as your CRM system:
Administrators must be assigned either System Administrator or System Customizer security role to customize Sales Copilot. If you're using a custom security role, additional privileges are required to use Sales Copilot.
Users must be assigned either Sales Manager or Salesperson security role to use Sales Copilot. If you're using a custom security role, additional privileges are required to use Sales Copilot.
If you're using Salesforce as your CRM system, see Permissions required for Salesforce administrators.
Note
- If you've made changes in a user's permissions or security roles in your CRM, ask that user to sign out of Sales Copilot in Outlook and then sign in again for these changes to be reflected appropriately.
- Changes in user permissions or security roles in CRM can take up to 15 minutes to reflect in Sales Copilot app for Teams.
Region availability
Sales Copilot is available globally except in the following countries:
- Myanmar
- Cabo Verde
- China
- Cuba
- Curaçao
- Timor-Leste
- Iran
- Côte d’Ivoire
- North Korea
- Palestinian Authority
- Russia
- St Helena, Ascension, Tristan da Cunha
- Syria
Sales Conversation Intelligence is currently available in limited geographies. By using Sales Conversation Intelligence, you affirm that you understand that insights and other data generated by Sales Conversation Intelligence service may be maintained in a data center other than the data center that maintains your Sales Copilot service data. Your privacy is important to us. To learn more, read our Privacy Statement.
Note
Sales Copilot is not supported in Government Community Cloud (GCC), including USG, and Department of Defense (DoD).