Summary

Completed

Sales Agent in Microsoft Copilot connects to Dynamics 365 Sales or Salesforce and brings CRM data and sales insights into Outlook, Teams, Microsoft Copilot, and other supported Microsoft 365 apps.

In this module, you use Sales Agent to review and update CRM data, summarize and draft customer communications, analyze recorded sales meetings, create collaboration spaces, and customize forms, fields, and feature access.

The following detailed user guides and pages are available for further learning:

• What's new in Sales Agent

• Access Sales Agent

• Create a Teams meeting and generate meeting insights

• Collaboration spaces in Sales Agent

• Customize forms and fields in Sales Agent