Maximising sales productivity with the power of AI

Copilot - Your AI Sales assistant

Microsoft 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 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 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 Copilot for Sales works

Features of Microsoft 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 Copilot for Sales features, click here.

Microsoft Copilot for Sales Pricing

Copilot for Sales is sold as an add-on licence for users of Microsoft 365 E3/E5/F1/F3, Office 365 E1/E3/E5, Microsoft 365 Business Standard, Business Premium and Business Basic.

Copilot for Sales


per user, per month

Billed Annually.

Includes Copilot for Microsoft 365

Step-Up Licence (Microsoft 365)


per user, per month

Billed Annually

For users with a Copilot for Microsoft 365 licence

Step-Up Licence (Sales Premium)


per user, per month

Billed Annually

For users with a Dynamics 365 Sales Premium Licence