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Sales agent is an AI assistant designed for sales teams to maximize productivity and close more deals, bringing sales insights and next-generation AI into the tools you use daily like Microsoft Outlook, Microsoft Teams, and other Microsoft 365 apps.
The Sales agent connects to Salesforce Sales Cloud and Microsoft Dynamics 365 Sales and can be configured to connect to other sales solutions. Microsoft 365 Copilot is included in the Sales agent, helping organizations benefit more broadly from productivity enhancements across their workflows. For information on pricing and licensing guidance, see the licensing and pricing page.
The following sections provide an overview of the value that the Sales agent provides to sales teams.
Maximize seller productivity
Work more efficiently with AI capabilities in the flow of work that help streamline processes and create personalized sales content.
Keep data fresh and accurate
Get Copilot assistance to add contacts and update CRM records in Outlook, and sync to your CRM platform.
View Copilot-generated opportunity summaries and CRM record information in Outlook and Teams.
Personalize customer engagements
Build stronger customer relationships with AI capabilities that help you understand customer needs and personalize engagements.
Prepare for meetings
Prepare for upcoming customer meetings directly in Microsoft Teams. Get a concise snapshot of essential meeting details and insights without disrupting your workflow.
Improve customer interactions
View AI-generated email summaries in Outlook with CRM insights and BANT (Budget, Authority, Need, Timing) sales assessment.
Generate email drafts in Outlook with relevant product and opportunity information, pulling from CRM platform and Microsoft Graph data.
View AI-generated meeting summaries including keyword and conversation analysis, competitor mentions, KPIs, and suggested tasks. Create tasks in your CRM.
Enhance sales team performance
Get AI-generated insights that help you identify and act on sales trends and opportunities.
Improve team collaboration
Create team deal rooms (collaboration spaces) in Microsoft Teams with data and files from your CRM. Conveniently access them from the Sales agent in Outlook or directly from Dynamics 365 Sales.
Share linked CRM record in a Microsoft Teams conversation.
Customize for your needs
Customize the Sales agent for a uniquely tailored experience that meets your organization's needs.
Surface the right information
Select the CRM fields you want to see in Outlook and Teams and customize the order in which they appear. This helps you access the relevant CRM information you need to be productive.
Connect your data
Extend the Sales agent skills to include data and insights from internal and external data sources using Power Platform connectors.