Microsoft Sales Copilot
Automate and simplify tasks
Use AI capabilities to draft emails and set up meetings in Microsoft Outlook with data from Dynamics 365 Sales or Salesforce and Microsoft 365.Get AI-generated email and meeting summaries in Microsoft Teams, Outlook, and Dynamics 365 Sales. Save them directly to Dynamics 365 Sales or Salesforce.Eliminate note-taking with AI-generated meeting transcriptions, competitor mentions, and action items directly in Microsoft Teams and Dynamics 365 Sales.
Personalize customer interactions
Get AI assistance for suggested tips, related information, and answers to customers’ questions during Microsoft Teams calls.Generate past meeting notes, emails, opportunity summaries, and action items in Outlook and Dynamics 365 Sales to prepare for meetings with customers.Analyze conversations in Microsoft Teams and Dynamics 365 Sales with sentiment analysis and KPIs such as talk-to-listen ratio and talking speed.
Automatically sync updates in Microsoft Teams and Outlook to Dynamics 365 or Salesforce to maintain accurate customer records.View a summary of your customer information in Microsoft 365 apps utilizing data from your CRM.Help disparate sales teams work together with Microsoft Teams collaboration spaces that offer integrated access to Dynamics 365 Sales and Salesforce data.
Features and pricing
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
“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.”
"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."
Get the full Sales Copilot experience with Dynamics 365 Sales
Frequently asked questions
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—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.
 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.