Microsoft Sales Copilot
A CRM-grounded seller assistant in Outlook, Teams and Dynamics 365: meeting prep, email drafts and pipeline chat based on deal data.
Description
Microsoft Sales Copilot (Copilot for Sales) is an AI seller assistant working inside Microsoft 365. It uses CRM data for meeting preparation, generates emails and replies, answers deal questions and suggests next steps.
Key features
- Meeting preparation from CRM data
- Email and reply draft generation
- Chat over pipeline and deals
- Meeting summaries and action items
- Dedicated agents: qualification, research, close
Access
The features are available to Copilot for Sales subscribers within Microsoft 365 and Dynamics 365.
