Microsoft Copilot for Sales documentation

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

About Microsoft Copilot for Sales

Overview

• What is Copilot for Sales?
• Supported languages
• Data handling

Architecture

• Copilot for Sales architecture

Get started

Quickstart

• Deploy Copilot for Sales for Dynamics 365 customers
• Deploy Copilot for Sales for Salesforce customers

Training

• Boost sales performance with Copilot for Sales

Administrator settings

How-To Guide

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

Use Copilot for Sales

How-To Guide

• In Outlook
• In Teams

AI capabilities

How-To Guide

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

Collaboration templates

How-To Guide

• 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