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Learn more about Microsoft Copilot for Sales—an evolution of our AI assistant for sellers.

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Microsoft Sales Copilot

Maximize productivity with the AI assistant designed for sellers. Sales Copilot works with Dynamics 365 Sales or Salesforce Sales Cloud and is included in Dynamics 365 Sales Enterprise and Premium subscriptions.
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Transform the way sellers work

Drive efficiency with AI capabilities that help you streamline processes and create personalized content in Microsoft 365 apps.
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Boost seller productivity

Automate and simplify tasks with AI-generated meeting summaries, detailed call transcriptions, and contextual email responses.

Personalize customer interactions

Build stronger customer relationships with real-time call insights, content recommendations, and post-call analysis to improve future interactions.

Stay in the flow of work

Add or update customer records in your app of choice with seamless data integration between your CRM solution and Microsoft 365 apps.

Automate and simplify tasks

Improve productivity with AI-generated summaries, transcriptions, and emails.
  • Use AI capabilities to draft emails and set up meetings in Microsoft Outlook with data from Dynamics 365 Sales or Salesforce and Microsoft 365.
    Multiple dialogs box of copilot showing profile information and an option to search sales copilot.
  • Get AI-generated email and meeting summaries in Microsoft Teams, Outlook, and Dynamics 365 Sales. Save them directly to Dynamics 365 Sales or Salesforce.
    Inbox page open in Microsoft Outlook and a popup showing summary of this email.
  • Eliminate note-taking with AI-generated meeting transcriptions, competitor mentions, and action items directly in Microsoft Teams and Dynamics 365 Sales.
    Multiple popups for notification, follow-ups and highlights

Personalize customer interactions

Use AI-generated call insights, meeting preparation assistance, and conversation analysis to improve the customer experience.
  • Get AI assistance for suggested tips, related information, and answers to customers’ questions during Microsoft Teams calls.
    A video call in Microsoft Teams showing Sales Copilot meeting on pop up.
  • Generate past meeting notes, emails, opportunity summaries, and action items in Outlook and Dynamics 365 Sales to prepare for meetings with customers.
    A popup for a calendar event and sales copilot highlighting the summary for the event
  • Analyze conversations in Microsoft Teams and Dynamics 365 Sales with sentiment analysis and KPIs such as talk-to-listen ratio and talking speed.
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Streamlined workflow

Minimize app switching with seamless data integration and updates between Microsoft 365 apps and CRMs such as Dynamics 365 Sales or Salesforce.
  • Automatically sync updates in Microsoft Teams and Outlook to Dynamics 365 or Salesforce to maintain accurate customer records.
    Inbox page open in Microsoft Outlook and a popup showing contact for sales copilot
  • View a summary of your customer information in Microsoft 365 apps utilizing data from your CRM.
    Two dialogs box of copilot showing profile information and an option to search sales copilot.
  • Help disparate sales teams work together with Microsoft Teams collaboration spaces that offer integrated access to Dynamics 365 Sales and Salesforce data.
    Multiple windows showing recap for intro meeting using sales copilot

Features and pricing

Microsoft Sales Copilot

$40.00
user/month
(Annual commitment)1
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  • Microsoft Sales Copilot is available for Dynamics 365 Sales and Salesforce Sales Cloud customers. It’s included in Dynamics 365 Sales Enterprise and Premium subscriptions at no additional cost, and available as an add-on for other Dynamics 365 Sales plans.

1A product license for Microsoft 365 for enterprise or Office 365 for enterprise is required to use the Sales Copilot app in Outlook, Excel, and Microsoft Teams. Sales Copilot is included with Dynamics 365 Enterprise and Dynamics 365 Premium subscriptions at no additional cost.

Customer success with Sales Copilot

Skip Customer success with Sales Copilot section
  1. Investec logo
  2. Netlogic logo
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“At Investec, we are very excited to see how we can leverage Microsoft Sales Copilot and AI within the Microsoft stack to connect our internal teams and to enhance our understanding further of prospective and current clients to ensure we are providing a best-in-class experience.”
Dan Speirits, CRM Product Manager, Investec
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"Implementing Sales Copilot has saved time, improved skills, contributed to better work-life balance, and increased revenue by 25 percent in one quarter due to reduced burnout and enhanced efficiency."

David Swenson, Business Development Director, Netlogic
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Get started

Start using Sales Copilot for free

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Get the full Sales Copilot experience with Dynamics 365 Sales

As a Dynamics 365 Sales customer, you gain additional benefits by accessing Sales Copilot directly within your CRM as well as Microsoft 365 apps.
Learn more about Dynamics 365 Sales
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Use AI for your entire business

Increase productivity with AI capabilities built into Microsoft tools and services.
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Implementation and support

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Documentation

See how to get started using Sales Copilot in your organization.
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Community

Connect with and learn from experts and peers.
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Support

Find Sales Copilot help and learning content for employees.
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Additional resources

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E-book

How Microsoft is transforming sales

See how Microsoft used Copilot for Sales to help its own sellers be more productive.
Get the e-book
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Blog

Announcing Microsoft Sales Copilot

Learn about new copilot capabilities and product enhancements for Dynamics 365 Sales and Dynamics 365 Customer Insights.
Read the blog
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Handbook

Drive sales performance with AI

Learn how AI can transform the way sellers work and drive better results for sales teams in this handbook.
Download the PDF
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Infographic

Achieve sales success with AI

Discover the benefits of empowering sellers with AI in this infographic.
Download the PDF
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e-book

The CFO’s guide to driving sales

Learn how companies use Dynamics 365 to strengthen customer relationships.
Get the e-book
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e-book

What to look for in a CRM tool

See how a centralized CRM tool can help control and improve the customer experience.
Get the e-book

Frequently asked questions

  • Microsoft Sales Copilot is an AI assistant designed for sellers to increase productivity and personalize customer interactions in their app of choice. Connect Sales Copilot to CRM systems like Salesforce or Microsoft Dynamics 365 Sales, and access Sales Copilot in the tools you already use, including Microsoft Outlook and Microsoft Teams.

    • Automatically generate summaries and reports on status, progress, and key changes from your CRM in Microsoft 365 apps.
    • Create contextual emails about your products, customers, and specific opportunities using data from your CRM and Microsoft 365 Graph.
    • Prepare for meetings with an overview of your customers that includes account information, notes from previous meetings, issues or concerns, and new updates in Outlook, Microsoft Teams, or Dynamics 365 Sales.
    • Get real-time call insights during Microsoft Teams meetings prompted by competitor or brand mentions by customers, as well as auto-generated recaps and next steps after meetings—which can be saved to your CRM.

  • Yes—Sales Copilot connects with Dynamics 365 Sales and Salesforce. Salesforce users with Sales Copilot can access Sales Copilot capabilities in their Microsoft 365 apps, such as using contextual email assistance in Outlook and conversation intelligence in Teams.

  • A Microsoft 365 for Enterprise or Office 365 for Enterprise product license is required to use the Sales Copilot app in Outlook and Microsoft Teams.

  • Yes.

  • Yes—Viva Sales was renamed Sales Copilot in July 2023. There are no changes to the product experience or subscription for Viva Sales users other than the product icon and name. Pricing details remain the same.

  • Sales Copilot is included at no additional cost for Dynamics 365 Sales Enterprise subscriptions and any SKU that includes Dynamics 365 Sales Enterprise. This includes Dynamics 365 Sales Premium and Microsoft Relationship Sales Solution. Access Sales Copilot features directly within the Dynamics 365 Sales interface as well as Microsoft 365 apps. Sales Copilot is also available for purchase as an add-on to Salesforce and Dynamics 365 Sales Professional licenses.

[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.