Sales Copilot for Microsoft Teams

What if you had a sales assistant working right alongside you in Microsoft 365 applications?

Microsoft Sales Copilot brings sales specific prompts and workflows seamlessly into Outlook and Teams while connecting to CRM systems like Dynamics 365 Sales and Salesforce® CRM. Use Sales Copilot to improve sales communication with AI- insights, content, and recommendations customized to strengthen relationships. Conduct AI-powered sales meetings, use CRM data in your daily workflows, create collaboration spaces for sales teams to close deals, and customize Sales Copilot according to your business needs. Sales Copilot brings everything you need to engage with customers right inside the solutions that you use every day.

A Microsoft 365 Global Administrator is required to install and set up Sales Copilot. Sales Copilot may be subject to an additional free or paid license. For more details, please access the Sales Copilot website or contact your Microsoft representative.

Sales Copilot allows administrators and users to access content and share data outside of Microsoft 365, including with third-party customer relationship management (CRM) services. Such data sharing is subject to Microsoft and applicable third-party CRM terms and conditions. Data sharing is not enabled until administrators and users in your organization consent to connect their Microsoft work or school account with their CRM account.

Sales Copilot for Microsoft Teams will have permission to participate in Teams meetings and collect Teams meetings data such as meeting recordings and transcripts.