Resources by role
Find resources to deploy, use, and scale Copilot for you, your team, and your organization. Have a question? Join our Copilot for Sales community to meet others on the Copilot journey.
Microsoft Copilot for Sales is a seller experience application that uses Microsoft 365 and Microsoft Teams to automatically capture, access, and register data into any customer relationship management (CRM) system. By enriching the data set with customer engagement data from Microsoft 365 and the power of AI, Copilot for Sales empowers sellers with sales intelligence that helps them deeply understand their customers for faster deal closure.
To understand the vision for Microsoft Copilot business, we recommend starting with Satya Nadella’s announcement and the resources below, then click through to see tailored resources for specific roles.
In addition, we have curated a selection of training resources to assist users in boosting their sales performance with Copilot for Sales.
Driving adoption is a human centric action, an ongoing user and stakeholder engagement process. Use the resources below as a starting point and check back as we are constantly creating new assets to help you drive healthy usage in your organization.
We are entering a new era of AI, one that is fundamentally changing how we relate to and benefit from technology. IT Professionals and admins play a critical role in an organization’s ability to prepare for and leverage the power of AI.
Check out our technical documentation to find the most up-to-date information on technical requirements, policies, enabling users, and reporting.
In addition, here are several other resources that have been specifically selected to help IT Pros and admins start this exciting journey.