Trace Id is missing
2024 Work Trend Index: Learn how AI is reshaping work. Read the report.
Person smiling with short hair, wearing a white shirt

Microsoft Copilot for Sales

Maximize productivity and close more deals. Copilot for Sales includes Copilot for Microsoft 365 and connects with your customer relationship management (CRM) platform to bring sales insights and next-generation AI into the flow of work.
See pricing
OVERVIEW

Transform the way sellers work

Drive efficiency with AI capabilities that help streamline processes and create personalized sales content in Microsoft 365 apps.
A woman sitting in office infront of her desktop and talking while wearing headset

Maximize sales productivity

Work more efficiently using generative AI capabilities that help streamline processes and create personalized sales content.

Personalize customer interactions

Improve customer experiences with AI-generated insights and recommendations for next steps.

Stay in the flow of work

Seamlessly share information between Microsoft 365 apps and your CRM platform.
CAPABILITIES

Simplify tasks

Accomplish more in less time with AI-generated emails, summaries, and content.
  • Use AI assistance to draft emails and set up meetings in Outlook with data from your CRM platform and Microsoft Graph.
    A screen shot of Microsoft Outlook.
  • Create AI-generated email and meeting summaries in Outlook and Microsoft Teams and save them directly to your CRM platform. 
    A screen shot of Microsoft Outlook.
  • Create pitch decks, meeting preparation briefs, and data visualizations in PowerPoint, Word, and Excel with AI assistance.
    A screen shot of a screen with a message that reads'prep for research new coffee machines syncing'.

Personalize interactions

Strengthen customer relationships with AI-supported insights and recommendations on next steps.
  • Surface past meeting notes, emails, opportunity summaries, and related content in Outlook and Teams.
    Microsoft outlook calendar on a computer screen.
  • View AI-generated sales tips, related information, and answers to customers’ questions during Teams calls.
    A screen showing a group of people in a video conference.
  • Get intelligent meeting recaps including keyword and conversation analysis, competitor mentions, key performance indicators (KPIs), and suggested tasks.
    A screen showing a group of people in a video conference.

Streamline your workflow with AI support

Work more efficiently with seamless information sharing between Microsoft 365 apps and your CRM platform.
  • Use AI assistance to capture and edit customer and opportunity details in Outlook and Teams and sync to your CRM platform.
    A screen shot of Microsoft Outlook.
  • Share opportunities, leads, and account information from your CRM platform as contact cards in Teams.
    A screen shot of using Copilot with teams.
  • Create deal rooms in Teams that automatically sync with data and files from your CRM platform.
    A screen shot of using Copilot with Outlook.
PRICING

Microsoft Copilot for Sales pricing

Microsoft Copilot for Sales

user/month
(Annual commitment)1
Buy now
Microsoft Copilot for Sales is an AI assistant for sellers in Microsoft 365 that connects to sales solutions to bring next-generation AI and CRM platform updates and insights across productivity workflows.
  • Works with Salesforce Sales Cloud and Dynamics 365 Sales and can be configured to connect to other sales solutions.

A product license for Microsoft 365 E3, E5, Business Standard, or Business Premium, or Office 365 E3 or E5, or a version of these suites that does not include Microsoft Teams, will be required to purchase Copilot for Sales.
*Customers who already have Copilot for Microsoft 365 can upgrade to Copilot for Sales for an additional $20 per user per month (annual commitment).1 Dynamics 365 Sales Premium customers will need to pay $30 per user per month for Copilot for Microsoft 365 to get the full Microsoft Copilot for Sales experience.

CUSTOMER STORIES

See what customers are saying about Copilot for Sales

  1. Avanade logo
  2. Netlogic logo
Two people looking at a laptop in an office.
Avanade logo
“There may be multiple email threads about the same sale, but Copilot for Sales summarizes the key points and helps me craft an answer to my client.”
Sydney Gorst, Business Development Executive, Avanade
Read the story
A cityscape featuring modern skyscrapers including The Leadenhall Building and The Scalpel, with a rooftop garden
Netlogic logo
"Implementing Microsoft Copilot for Sales has saved time, improved skills, contributed to better work-life balance, and increased revenue by 25% in one quarter due to reduced burnout and enhanced efficiency."
David Swenson, Business Development Director, Netlogic
Read the story
Back to Customer success with Copilot for sales section
RESOURCES

Find resources in your favorite formats

  1.
A woman sitting at a table using a laptop.
Infographic

Boost sales results

See statistics and impact metrics for Microsoft Copilot for Sales.
Download the infographic
A man in a blue sweater interacts with a woman holding a tablet in a warmly lit room
E-book

See how Microsoft is transforming sales

Find out how Microsoft used Copilot for Sales to help its own sellers be more productive.
Download the e-book
A person checking his tablet at a hardware store
Blog

Elevate customer experiences with Copilot

Learn about Microsoft Copilot for Sales and how to improve productivity with new copilot capabilities.
Read the blog
A dashboard is open in the tablet
E-book

Improve sales performance with AI

Learn how AI can transform the way sellers work, driving better results for sales teams.
Get the e-book
A group of people are discussing
Infographic

Achieve sales success with AI

Discover the benefits of empowering sellers with AI in this infographic.
Read the infographic
Back to Additional Resources Section
SUPPORT

Implementation and support 

A person with short blonde hair and glasses is looking down at a tablet.

Boost usage of Copilot for Sales with adoption help and learning content

Explore what's possible with Copilot for Sales and browse resources that help you deploy, use, and scale it for your business.
Learn more
A person sitting at a table, wearing a white sweater, and waving at a laptop screen

Documentation

Get started using Copilot for Sales in your organization.
Learn more
A person with long hair is leaning forward and looking at a computer screen. Another person is visible in the background.

Community

Connect with and learn from experts and peers.
Learn more
A man with glasses is touching a large interactive screen, appearing to engage with the content displayed.

Learning

Find Copilot for Sales learning paths and content for employees.
Learn more
Related products

Empower your sales teams

Two person are discussing and their laptops are open

Get started with your AI assistant at work

Generate creative inspiration and boost productivity with Copilot for Microsoft 365, included in Microsoft Copilot for Sales licenses.
Learn more
A person with spectalcles looking in his laptop

Experience Copilot in Dynamics 365 Sales

Explore new Copilot capabilities and product enhancements for Dynamics 365 Sales.
Learn more

FAQs

  • Microsoft Copilot for Sales is an AI assistant that helps sellers work more efficiently and brings sales insights into the collaboration and productivity tools they use daily, such as Microsoft Teams, Outlook, and Word. Copilot for Sales connects to Salesforce Sales Cloud and Microsoft Dynamics 365 Sales and can be configured to connect to other sales solutions. Copilot for Sales includes licenses for Copilot for Microsoft 365 and Microsoft Copilot Studio.

  • Yes—Copilot for Sales connects with Salesforce Sales Cloud. Salesforce users with Copilot for Sales can access next-generation AI and sales insights in their Microsoft 365 apps, such as using contextual email assistance in Outlook and conversation intelligence in Teams.

  • To be eligible, enterprise customers must have a license for Microsoft 365 E3 or E5 or Office 365 E3 or E5, and business customers must have a license for Microsoft 365 Business Standard or Business Premium, or a version of these suites that does not include Microsoft Teams.

  • Microsoft Copilot for Sales is an AI assistant designed for sellers that brings together the capabilities of Copilot for Microsoft 365 with seller-specific insights and workflows. It connects with Microsoft Dynamics 365 Sales and Salesforce Sales Cloud and includes seamless experiences  with Outlook, Teams, Word, and other Microsoft 365 apps. Learn more about Copilot for Microsoft 365.

  • Dynamics 365 Sales Professional and Dynamics 365 Sales Enterprise licenses do not include Copilot for Sales. Dynamics 365 Sales Premium customers can access the full Microsoft Copilot for Sales experience with a Copilot for Microsoft 365 license.

     

    Some Copilot capabilities are included in Dynamics 365 Sales Enterprise and Premium licenses, separate from Copilot for Sales. Learn more about Dynamics 365 Sales. Contact your account representative for additional information.

  1. [1]
    Once your paid subscription begins, cancellation policies vary based on your status as a new customer and your Microsoft product and domain selections. Learn more. Cancel your Microsoft 365 subscription any time by going to the Microsoft 365 admin center. When a subscription is canceled, all associated data will be deleted. Learn more about data retention, deletion, and destruction in Microsoft 365.

    Prices shown are for marketing purposes only and may not reflect the actual list price due to currency, country, and regional variant factors. Your actual price will be reflected in the checkout.

Follow Microsoft