Welcome to Microsoft Copilot for Sales

Microsoft Copilot for Sales brings together the power of Copilot for Microsoft 365 with seller workflows. Microsoft Copilot for Sales leverages data from their CRM platform, as well as large language models and data from Microsoft Graph, Microsoft 365 apps, and the internet. Copilot for Sales helps sales teams save time and energy, generate innovative ideas, build stronger customer relationships and ultimately close more deals.

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

See our pricing page for more information.

Role requirements

If you're using Dynamics 365 Sales as your CRM system:

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.

See also

Install Copilot for Sales