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Sales agent chat on mobile

Sales agent chat is available on mobile through Outlook mobile and the standalone Microsoft 365 Copilot app. Use it to search and update CRM records, summarize emails, draft responses, and capture notes—all from your mobile device.

Launch Sales agent on mobile

You can open Sales agent from either Outlook mobile or the Microsoft 365 Copilot app.

From Outlook mobile

  1. Open Outlook on your mobile device and tap the Copilot icon.
  2. Tap the hamburger menu on the top left, and then select Sales.

From the Microsoft 365 Copilot app

  1. Open the Microsoft 365 Copilot app on your mobile device.
  2. Tap the hamburger menu on the top left, and then select Sales.

Capture voice notes and save to CRM records

Capture voice notes in Sales agent and save them directly to your CRM records. This is useful when you want to log call notes, meeting takeaways, or account updates while on the go without typing.

You can capture voice notes using your device's keyboard dictation in Outlook mobile or the built-in mic icon in the Microsoft 365 Copilot app.

Note

This feature is available on both iOS and Android.

Capture voice notes in Outlook mobile

  1. Open the Sales agent in Outlook mobile and tap the message input box to bring up the keyboard.
  2. On your keyboard, select the microphone key and speak your note. The dictated text appears in the message input box as you speak.
  3. Review the transcribed text and make any edits if needed.
  4. Send the message to the Sales agent.
  5. When prompted, select the CRM record where you want to save the note, and then confirm.

Capture voice notes in the Microsoft 365 Copilot app

After launching Sales agent in the Microsoft 365 Copilot app, use the built-in Mic icon to capture voice notes directly.

  1. Open the Sales agent in the Microsoft 365 Copilot app.
  2. In the chat input area, tap the Mic icon and speak your note. The transcribed text appears in the message input box.
  3. Review the transcribed text and make any edits if needed.
  4. Send the message to the Sales agent.
  5. When prompted, select the CRM record where you want to save the note, and then confirm.

Prepare for your meetings on the go

You can see upcoming meetings and their details directly from the Sales agent on your mobile app, so you're always ready before you join.

On the Sales agent home screen, swipe left to see a list of your upcoming meetings. Tap any meeting to open the detailed meeting preparation view with details such as highlights, CRM record summary, and AI-generated insights.

Update opportunities with voice

Update your opportunities directly from the Sales agent using voice commands. Simply state the specific update you want to make in an opportunity, and the Sales agent will identify the target opportunity, confirm the change with you, and save the update to your CRM.

Note

Voice commands can update Opportunity fields of the following data types only: String, DateTime, Money, Integer, Decimal, Double, and Picklist.

How it works

  1. State your update clearly—for example, "Update the closing date for Contoso to next Friday" or "Change the deal amount for Fabrikam to $50,000".
  2. The Sales agent identifies the opportunity based on your context. If multiple opportunities match your input, the Sales agent asks you to clarify which one.
  3. The Sales agent proposes the change and displays the details for your review.
  4. Review the proposed update, including the field name and new value.
  5. Approve the change to save it to your CRM, or make corrections if needed.

Capabilities

  • Single-field updates: Update one field at a time, such as opportunity closing date or deal amount.
  • Multi-field updates: Update multiple fields in a single conversation.
  • Mid-flow correction: Correct or revise your input at any point before confirming the change.
  • Opportunity and field disambiguation: Resolve ambiguity when your input matches multiple opportunities or fields through a guided clarification flow.

Important

Confirmation is required before any update is saved to your CRM.

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