Microsoft Copilot for Sales

Designed for sellers, Copilot for Sales brings sales data and insights in the flow of work to help sellers save time, focus on customers, and close more deals. Copilot for Sales is experienced within Microsoft 365 and connects directly to Dynamics and Salesforce CRMs for real-time data and updates.

Get started

Read our technical overview and learn how to install and configure it for Salesforce CRM.

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Learn how it works

Get an inside view from Microsoft Mechanics into how Copilot for Sales works.

Watch the video

Join the Community

The Copilot for Sales community is your hub for the official blog, latest news, and discussions.

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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.

Overview

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.

Introduction to Copilot for Sales How Copilot works from Microsoft Mechanics (video)Transform the way sellers work (video)Benefits of Copilot for Sales eBook The anatomy of Copilot for Sales (video)

Copilot for Sales Blog What's new overview The principles of responsible AI Responsible AI FAQs for Copilot for Sales Productivity gains for Copilot users whitepaper

Business User

In addition, we have curated a selection of training resources to assist users in boosting their sales performance with Copilot for Sales.

Copilot for Sales user tips Download training guides for Dynamics Download training guides for Salesforce CRM Microsoft Learn training module

Using Copilot for Sales in Outlook Using Copilot for Sales in Teams Click through demo

Adoption Manager

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.

Copilot for Sales adoption guide New: User onboarding kit Change management best practices Copilot for Sales user tips

Microsoft Learn training module Watch Coffee in the Cloud User productivity impact survey template Real world scenario: Avanade Real world scenario: Teleperformance

IT Professional

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.

Technical documentation Deployment guide for Dynamics 365 customers Deployment guide for Salesforce CRM customers Architectural overview Top 10 questions about architecture

Admin settings overview Data handling overview Customize forms and fields Set up email insights

What’s new in Copilot for Sales

Other Copilot experiences