Welcome to Microsoft 365 Copilot for Sales
Copilot for Sales is an AI assistant designed for sellers to maximize productivity and close more deals. It brings next-generation AI and sales insights from their CRM platform into the Microsoft 365 productivity tools that they use daily like Microsoft Outlook, Microsoft Teams, and Microsoft Word.
Sellers can work more efficiently and improve customer experiences with email assistance, personalized sales content creation, AI-generated insights, and recommendations for next steps. Sales managers can empower their teams with AI-powered manager insights and collaboration tools. Copilot for Sales can also be customized according to your business needs. Copilot for Sales integrates seamlessly with Microsoft Dynamics 365 Sales and Salesforce Sales Cloud, and can be configured to connect to other sales solutions.
Copilot for Sales for Microsoft Teams has permissions to participate in Teams meetings and access meeting recordings. It analyzes sales calls and extracts insights, action items, and more from the meeting recordings. Copilot for Sales for Outlook has permissions to access calendar events, contacts, and read and write emails. Copilot for Sales for Word has permissions to read and write documents to prepare sales meeting briefs.
An appropriate Microsoft 365 admin role is required to install and set up Copilot for Sales. Copilot for Sales allows administrators and users to access content and share data outside of Microsoft 365, including with third-party customer relationship management (CRM) services. Such data sharing is subject to Microsoft and applicable third-party CRM terms and conditions. Data sharing is not enabled until administrators and users in your organization consent to connect their Microsoft work or school account with their CRM account.
Note
Copilot for Sales is not available on Microsoft Dynamics 365 Customer Engagement (on-premises).
Here's a video that gives you a quick overview of Copilot for Sales.
License requirements
Copilot for Sales may be subject to an additional free or paid license. For more details, see the pricing page 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 Copilot for Sales. If you're using a custom security role, additional privileges are required to use Copilot for Sales.
Users must be assigned either Sales Manager or Salesperson security role to use Copilot for Sales. If you're using a custom security role, additional privileges are required to use Copilot for Sales.
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 Copilot for Sales 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 Copilot for Sales app for Teams.
Region availability
Copilot for Sales 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 Copilot for Sales service data. Your privacy is important to us. To learn more, read our Privacy Statement.
Note
Copilot for Sales is not supported in Government Community Cloud (GCC), including USG, and Department of Defense (DoD).
Supported languages
To see the list of supported languages, see Supported languages.