Microsoft 365 Copilot for Sales

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Microsoft 365 Copilot for Sales

Copilot for Sales is the role-specific Copilot for sales teams, integrating with Dynamics 365 and Salesforce CRMs.

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What is Microsoft 365 Copilot for Sales?

A role-based add-on that brings CRM data (Dynamics 365 Sales or Salesforce) into Outlook, Teams, and Word through Copilot: contact and opportunity summaries in email, meeting prep and recap with CRM updates, and email d…

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Does Copilot for Sales work with Salesforce?

Yes. It connects to Salesforce as well as Dynamics 365 Sales, reading and writing records through the connector; features are similar across both, with some Dynamics-specific integrations.

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How is Copilot for Sales licensed?

As a per-user add-on on top of Microsoft 365 Copilot; Microsoft has bundled it with Copilot at various points, so check the current offer. Users also need a licence for the CRM it connects to.

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/copilot-for-sales

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