Originally introduced at Microsoft Ignite 2023, Microsoft Copilot for Sales, the evolution of Microsoft Sales Copilot, became generally available in February 2024.
The enhanced generative AI solution was released alongside a role-specific Copilot for service teams and a Copilot solution for Microsoft 365 Dynamics. Since introducing its first use-case-specific Copilot solutions, Microsoft says it has seen incredible results.
More than 130,000 organizations use Copilot in Dynamics 365 and the Power platform. 70% of these users say the AI makes them more productive, 73% say they complete tasks faster with the tool, and 68% have improved the quality of their work.
What is Microsoft Sales Copilot?
Microsoft Sales Copilot, or “Microsoft Copilot for Sales,” is an AI assistant specifically designed to help sellers optimize their productivity and close more deals. It brings cutting-edge generative AI and sales insights from CRM platforms into the Microsoft productivity tools teams use, like Microsoft Outlook, Microsoft Teams, and Word.
Both Microsoft Sales Copilot and Copilot for Service user plans include licensing for Copilot for Microsoft 365. However, the solutions build on the generative AI capabilities included in tools like Microsoft PowerPoint, Word, and Excel, specifically focusing on sales teams.
According to Microsoft, with Sales Copilot, sellers can work more efficiently and improve customer experiences with support creating emails and sales pitches. They can leverage AI-generated insights and recommendations for the next steps during the flow of work. The solution even integrates seamlessly with Microsoft Dynamics 365 Sales, and Salesforce Sales Cloud.
Plus, Copilot for Sales can be accessed during Teams meetings and can leverage meeting recordings. It can analyze sales calls and extract action items and insights. Plus, it works with Outlook, accessing calendar events, contacts, and email writing features.
According to Microsoft's recent surveys, 83 percent of sellers claim Copilot for Sales helps them improve productivity and save an average of 90 minutes per week.
Microsoft Sales Copilot: Pricing and Availability
Both Microsoft Sales Copilot and Copilot for Service are available via a subscription costing $50 per user per month. You will need a product license for Microsoft 365 E3, E5, Business Premium or Business Standard. Alternatively, you can purchase an Office 365 E3 or E5 license.
Since the Copilot for Sales subscription includes Microsoft 365 Copilot, if you already have a license for this service, you can purchase the Sales solution for only an extra $20 per month. If you’re already a Dynamics 365 Sales Premium customer, you’ll pay an extra $30 per month to use Microsoft 365 Copilot, with the Sales Copilot features included.
Microsoft Copilot for Sales is available globally except in a few select countries. You can find out which countries are supported on the Microsoft website. Notably, the solution is also available in various languages, including English, Polish, Greek, Danish, Swedish, and more.
What Can Microsoft Sales Copilot Do?
Microsoft Sales Copilot (now Microsoft Copilot for Sales) gives companies all of the tools they need to turbocharge their sales teams and improve productivity. The solution connects with Salesforce Sales Cloud and Microsoft Dynamics 365 and can be configured for other sales solutions.
The AI solution uses specific data from your existing environment to bring insights and recommendations into core apps like Microsoft Teams and Outlook.
You can use it to draft sales meeting briefs and agendas, update CRM records from Outlook, and view insights during Teams calls.
The key features of Microsoft Copilot for Sales include:
Generating Call and Meeting Summaries
Like its existing Copilot solutions for Microsoft Teams and Outlook, Microsoft Copilot for Sales can create email and meeting summaries in Teams, Dynamics 365 Sales, and Outlook. It can generate professional meeting summaries to share with clients at the click of a button.
Plus, it can quickly summarize lengthy email threads and conversations, providing useful insights into the action items and key points of a discussion. The service eliminates unnecessary note-taking, with automatic meeting transcriptions highlighting action items.
AI meeting summaries in Sales Copilot can even include conversation and keyword analysis, offer insights into KPIs and competitor mentions, and be used to create tasks in a CRM.
Maximizing Sales Productivity
With Microsoft Sales Copilot, users can access generative AI capabilities that streamline processes. For instance, you can:
- Personalize customer interactions using AI-generated insights and recommendations to create email drafts or sales pitches.
- Prepare for meetings, using AI in Word and Outlook to create meeting agendas, surfacing past meeting notes, opportunity summaries, and related content from Outlook and Teams. These summaries can include opportunity and account info, names and titles of meeting participants, information about pending tasks, and highlights from conversations.
- Create AI-powered pitch decks, data visualizations, and other valuable resources for sales conversations in PowerPoint, Word, and Microsoft Excel.
Users can also automate simple tasks with Sales Copilot. You can streamline data integration and updates between your Microsoft 365 apps and CRM tools, asking Copilot to update customer and opportunity details in Teams, Outlook, and your CRM platform.
Surfacing Sales and Performance Insights
Microsoft Copilot for Sales can help you crush sales calls and improve performance with in-depth data and insights. The AI-generated email summaries in Outlook include CRM insights and BANT sales assessment information.
You can select the CRM fields you want to see in Outlook and Teams and customize how they appear to team members. Plus, with Power Platform Connectors, you can extend Copilot for Sales to include insights and data from internal and external resources.
During a sales discussion, Sales Copilot can offer guidance and coaching to team members, insights into related information, and instantly generated answers to customer questions. You can even analyze conversations in-depth through Dynamics 365 for Sales.
Users can utilize Dynamics 365 customer insights to access metrics on talking speed and overviews of sentiment analysis.
