Microsoft Copilot for Sales capabilities
Accomplish more in less time with AI-generated content
Use AI to draft emails and schedule meetings in Outlook using CRM data and Microsoft Graph. Automatically generate summaries for emails and meetings in Outlook and Microsoft Teams, then save them directly to your CRM. Create pitch decks, meeting prep briefs, and data visualizations in PowerPoint, Word, and Excel with AI assistance.
Personalize interactions with AI-supported insights and recommendations
Access past meeting notes, emails, opportunity summaries, and related content in Outlook and Teams. During Teams calls, view AI-generated sales tips, related information, and answers to customer questions. Receive AI-generated meeting summaries with keyword and conversation analysis, competitor mentions, KPIs, and suggested tasks.
Share information between Microsoft 365 and CRM
Use AI to capture and edit customer and opportunity details in Outlook and Teams, then sync them to your CRM platform. Share opportunities, leads, and account information from your CRM as contact cards in Teams. Create deal rooms in Teams that automatically sync with data and files from your CRM platform.
Enhance sales team performance
Receive AI-generated insights to identify and act on sales trends and opportunities. Enhance team collaboration by creating team deal rooms in Microsoft Teams with CRM data and files. Access these deal rooms from Microsoft Copilot for Sales in Outlook or directly from the Dynamics 365 Sales app. Share linked CRM records in Microsoft Teams conversations. Customize Copilot for Sales to tailor the experience to your organization’s specific needs.
