Introduction
Microsoft 365 Copilot for Sales is an AI assistant that's designed to help sellers maximize productivity and close more deals. It’s available in Microsoft 365 apps like Outlook, Teams, and Word, and connects seamlessly to Microsoft Dynamics 365 Sales and Salesforce Sales Cloud to bring sales-specific insights and recommendations into the flow of work.
In this module, you learn how to use Microsoft Copilot for Sales to increase your productivity during a typical workday. There are two Copilot for Sales experiences available, depending on the license that your organization has. This module refers to the Copilot for Sales experience that comes with Dynamics 365 Sales Enterprise and Dynamics 365 Sales Premium licenses as Standard, and the full experience with the Microsoft 365 Copilot for Sales license as Premium.
Watch the following video for a demonstration of the application in action.
Responsible AI FAQs
Responsible AI FAQs are part of a broader effort to put Microsoft AI principles into practice. They aim to provide insights into the workings of AI technology, the decisions that can affect its performance and behavior, and the significance of considering the entire system, including the technology, people, and environment. We recommend that you use these FAQs to gain a deeper understanding of specific AI systems and features developed by Microsoft.
To learn about the AI capabilities and impact of specific features of this solution, see Responsible AI FAQ for Copilot for Sales.