Microsoft Copilot for Sales: Its Essential Features and Functionality

Discover how Microsoft Copilot for Sales revolutionizes sales processes with its features and functionality!

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    There’s been a constant stream of news from Microsoft surrounding its powerful AI assistant, Copilot. The company is systematically imbuing its product suite with the assistant’s smart capabilities — and we’re covering it all. One particular application holds such broad appeal that we’ve given it extra attention. It’s Microsoft Copilot for Sales, released and ready for action. We know you’ve got questions about what it is and how it works. Here’s what you need to know about the features and associated benefits of Copilot for Sales.  

    What Is Microsoft Copilot for Sales?

    Microsoft Copilot for Sales (formerly known as Microsoft Sales Copilot) empowers sales teams by integrating with Microsoft 365 and utilizing CRM data, large language models, Microsoft Graph, and internet data. In doing so, Copilot for Sales helps sales teams save time and energy, generate innovative ideas, build stronger customer relationships, and ultimately close more deals. 

    A Microsoft Copilot for Sales license includes Copilot for Microsoft 365, delivering Copilot in PowerPoint, Word, Teams, and more. A CRM application is required for Microsoft Copilot for Sales — currently it’s compatible with Dynamics 365 Sales and Salesforce Sales Cloud. 

    How does it fit into my workday?

    Copilot for Sales delivers AI-driven insights directly within Outlook and Teams — no more switching between apps or manually updating records. Instead, you get real-time updates and summaries, allowing you to focus on what really matters — building relationships and closing deals. Here’s a quick list of how Copilot for Sales can fit into your workday, with details on each of these to follow. 

    • Create briefs for sales meeting preparation in Word 
    • Condense emails and highlight pertinent buying signals and BANT (Budget, Authority, Need, Timing) assessments in Outlook 
    • Craft emails in Outlook incorporating crucial details about products, accounts, relationships, and opportunities from the CRM system and Microsoft Graph 
    • Incorporate leads and refresh CRM records straight from Outlook 
    • Access notes for meeting preparation and instantaneous sales insights during calls via Teams 
    • Review summaries of sales meetings in Teams, featuring conversation breakdowns, sales-related keywords and KPIs, and recommended tasks 
    • Establish collaborative deal spaces in Teams that synchronize with CRM information 

    How does Copilot interact with my CRM?

    Whether you’re adding new contacts or updating existing records from within Outlook and Teams, Copilot for Sales keeps everything in sync. The automatic sync means that your CRM platform (Salesforce Sales Cloud or Microsoft Dynamics 365 Sales) always has the latest information, saving you time and reducing errors. 

    What about the content creation that AI assistants are known for?

    You can tap into Copilot for Sales to help you create emails, pitch decks, meeting preparation briefs, data visualizations, and more in Outlook, PowerPoint, Word, and Excel. 

    How can Copilot help me prepare for meetings?

    During sales calls, having the right information at the right time can make all the difference. Copilot for Sales helps you prepare for these calls by offering real-time call insights in Teams, including summaries of past meetings, CRM data, competitive insights, and tailored sales tips.  

    During the Teams calls, you can view AI-generated sales tips, related information, and answers to customer’s questions. After the call, Copilot can create AI-generated email and meeting summaries in Outlook or Microsoft Teams and save them directly to your CRM platform.  

    How does it work in Outlook?

    Within Outlook, Copilot for Sales provides AI-generated summaries highlighting key CRM insights and assessing customer needs (BANT). As you’re drafting emails, Copilot for Sales suggests content that includes relevant product and opportunity information so that you can draft more impactful messages that are to the point and aligned with your sales objectives. 

    Can it help my sales teams collaborate better?

    Success in sales is often a team effort, and Copilot for Sales fosters collaboration by creating team deal rooms in Microsoft Teams. These connected channels are where you can share data, files, and insights from your CRM, making it easier to strategize and align as a team.  

    Our workflows are unique. How customizable is Copilot for Sales?

    Recognizing that every sales team has its own way of working, Copilot for Sales offers extensive customization options. For example, you choose which CRM fields to display in Outlook and Teams and tailor the order to match your priorities. In addition, you can extend Copilot for Sales’ skills by integrating data and insights from internal and external sources using Power Platform connectors. It offers a level of flexibility that allows the application to meet unique business needs and your way of operating to deliver value in the ways that matter most to your team. 

    Let Us Help You Get Started

    If Copilot for Sales sounds like something your sales teams can benefit from, Velosio can help you get started. Our expert team is ready to help you match Copilot’s capabilities to your business. Contact us to get started.