Microsoft 365 Copilot for Sales documentation

Discover how to make the most of Microsoft 365 Copilot for Sales with training courses, docs, and videos covering product capabilities and how-to articles. Learn how to use Copilot for Sales to build strong relationships with your customers, take actions based on insights, and close deals faster.

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Welcome to Microsoft 365 Copilot for Sales

What's new

What's new

Training

Training

Concept

Troubleshoot

Implement Copilot for Sales

Install

• Install Copilot for Sales in Outlook
• Install Copilot for Sales in Teams

Deployment scenarios

• Deployment guide for Dynamics 365 users
• Deployment guide for Salesforce users

Administer Copilot for Sales

Configure for Outlook and Teams

• Customize forms and fields
• Set up Copilot AI features
• Configure Copilot for Sales for Microsoft 365 apps

Manage for Outlook and Teams

• Remove Copilot for Sales from Microsoft 365 admin center
• Block the Copilot for Sales app in Teams

Be productive with Copilot for Sales

In Outlook

• Learn the basics of Copilot for Sales in Outlook
• Connect a contact to your CRM
• Create a contact in your CRM
• Save Outlook activities to your CRM
• Edit a CRM record

AI capabilities

• Draft email messages
• View email summary
• View opportunity summary
• Generate pre-meeting report

In Teams

• Use Copilot for Sales app during a meeting
• Generate a meeting summary
• View and understand the meeting summary
• Create CRM tasks from meeting summary
• Share a CRM record in a Teams conversation

Collaboration templates for Outlook and Teams

• Set up a team using account team template
• Set up a team using deal room template
• Collaborate in Teams using the newly created or existing team
• Access linked teams and channels

Related products

Dynamics 365 Sales

Enable salespeople to build strong relationships with their customers, take actions based on insights, and close deals faster.

Microsoft Outlook

Write better emails, get and stay organized, and have quick access to popular Microsoft apps.

Microsoft Teams

Seamlessly meet and chat with others, share files online, and collaborate with anyone, from anywhere.