--- title: "Microsoft Copilot for Sales" canonical: https://ontargit.com/microsoft-copilot/microsoft-copilot-for-sales/ date: 2024-07-09 19:11:04 description: "Power Virtual Agents уmpower everyone to easily built intelligent chatbots and turn outdated into automated." keywords: "Microsoft Power Virtual Agents" --- # Microsoft Copilot For Sales Integrate Microsoft Copilot for Microsoft 365 with your CRM platform to provide valuable sales insights and advanced AI directly within your workflow. [Free consultation](https://ontargit.com/en/contacts-en/) ## 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. - [](#fusion-scroll-section-element-5-1) - [](#fusion-scroll-section-element-5-2) - [ #### Customer Insights ](#tab-97f61bddbc912ac0226) - [ #### Copilot Notebook ](#tab-9591a8fd57f2240a1f8) - [ #### Copilot App ](#tab-1093ae35648fc91383f) - [ #### Customer Insights ](#tab-97f61bddbc912ac0226) - [ #### Copilot Notebook ](#tab-9591a8fd57f2240a1f8) - [ #### Copilot App ](#tab-1093ae35648fc91383f) - ### Explore Copilot on YouTube Discover the latest features and opportunities of Copilot, including an overview of Copilot for Customer Insights, available app, Copilot Pro features, and more. Visit our YouTube channel for in-depth insights. [Discover more](https://www.youtube.com/@OntargIT/videos) ### 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. [](#fusion-scroll-section-element-6-1) - [](#fusion-scroll-section-element-6-2) ## Microsoft Copilot for Sales pricing #### Microsoft Copilot for Sales Connect Microsoft Copilot for Sales to your CRM in Microsoft 365. Get AI insights and updates seamlessly integrated into your everyday work. #### 50$ user/month [Contacts us](https://ontargit.com/en/contacts-en/) #### Resources ### What’s new [View all](https://ontargit.com/en/about-us-en/blog-en/) - [](https://ontargit.com/your-first-agent-copilot-studio-governance/) Categories: [AI](https://ontargit.com/category/ai_en/), [Blog](https://ontargit.com/category/blog/), [Microsoft Copilot](https://ontargit.com/category/microsoft-copilot/) ###### Your first agent is a platform decision: Copilot Studio governance The first agent in most organizations gets built in a default environment, by whoever moved [ Read moreRead more _](https://ontargit.com/your-first-agent-copilot-studio-governance/) - [_](https://ontargit.com/outreach-optimization-journey-creation-agent/) Categories: [Blog](https://ontargit.com/category/blog/), [Copilot](https://ontargit.com/category/copilot/), [CRM](https://ontargit.com/category/crm_eng/) ###### Outreach Optimization & Journey Creation Agent: What’s New in Customer Insights – Journeys Dynamics 365 Customer Insights – Journeys is adding two AI agents that target the two [ Read moreRead more _](https://ontargit.com/outreach-optimization-journey-creation-agent/) - [_](https://ontargit.com/a-framework-for-scaling-ai-agents/) Categories: [AI](https://ontargit.com/category/ai_en/), [Blog](https://ontargit.com/category/blog/), [Copilot](https://ontargit.com/category/copilot/) ###### Microsoft Agentic Transformation Patterns: A Framework for Scaling AI Agents Microsoft Power Platform’s Power CAT has published the Agentic Transformation Patterns Playbook — a structured [ Read moreRead more _](https://ontargit.com/a-framework-for-scaling-ai-agents/) ## Ready to upgrade your business? We have experience in working with different systems to implement solutions that are compatible and accessible. To gain more information or schedule an online demo, please contact with us today. [Free consultation](https://ontargit.com/en/contacts-en/)