Microsoft 365 Copilot for Sales

Bring AI to Dynamics 365 Sales or Salesforce Sales Cloud

Maximising sales productivity with the power of AI

Copilot - Your AI Sales assistant

Microsoft 365 Copilot for Sales is an add-on designed for sales teams to boost productivity and close more deals by bringing sales insights and next-generation AI into the tools they use daily, like Microsoft Outlook, Microsoft Teams, and other Microsoft 365 apps.

Streamline the selling process

With automatically generated insights, including meeting and email summaries, plus the ability to generate documents and presentations based on your business data, your sales staff get a rapid head start on their next task, enabling them to be more efficient and professional standard content.

A flexible sales add-on solution

By simplifying the process of requesting data from online services, Microsoft 365 Copilot makes it easy for users of all technical ability ranges to get their tasks done. From generating a simple Word document, to summarising complex Sales opportunities, there's a Copilot for everyone.

Find out more

For more information on Microsoft 365 Copilot for Sales and how it can help you and your Sales team make the most of your Sales CRM system and data, get in touch below

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How Microsoft 365 Copilot for Sales works

Features of Microsoft 365 Copilot for Sales

Streamlined Communication

AI assistance in drafting email and setting up meetings in Outlook using your CRM data.

Summarise Your Data

Create AI-generated email and meeting summaries in Outlook and Microsoft Teams and save them directly to CRM.

Generate Content

AI generation of Word, Excel and PowerPoint documents based on your data. Simply create and refine.

Call Insights

AI-generated sales tips, related information, and answers to customer questions during Teams calls.

Teams Meeting Summaries

Get AI-generated summaries including keyword and conversation analysis, competitor mentions, KPIs, and suggested follow-up tasks.

Automatically Update Data

Use AI assistance to capture and edit customer and opportunity records in Outlook and Teams and sync changes back to CRM.

For more information on Microsoft 365 Copilot for Sales features, click here.