Evidence tier Source Confirmed · 10 captures on record
What the publisher says
As described on Microsoft Marketplace.
Sales in Microsoft 365 Copilot brings AI directly into the applications that sellers use daily – Copilot, Outlook, and Teams – to help them move with speed and agility while staying focused on customer engagement.
**What you can do with Sales:**
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- Get customer and deal info from Dynamics 365 or Salesforce CRM using natural language
- Prepare for customer meetings in minutes
- Draft sales emails and create personalized content for customers
- Get AI-generated insights and next-step recommendations
- Managers can track performance and coach with AI-powered tools
- Customize Sales according to your business needs
A Microsoft 365 Global Administrator is required to install and set up Sales. It may be subject to an additional free or paid license. For more details, please read documentation about [getting started with Sales](https://go.microsoft.com/fwlink/p/?linkid=2334953) or contact your Microsoft representative.
Sales 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 in Microsoft 365 Copilot will have permission to participate in Microsoft Teams meetings and collect Teams meetings data such as meeting recordings and transcripts.
**Note:** When Sales is deployed by an administrator, it will have permission to automatically review email and appointment recipient lists when sending emails or creating and modifying appointments. This allows support for key actions such as displaying a banner to add new contacts to the CRM system and updating the Sales side panel with relevant CRM information for those contacts.
**Discover more with these helpful links:**
- [Explore what's possible with Sales](https://go.microsoft.com/fwlink/p/?linkid=2259005)
- Check out our [FAQ](https://go.microsoft.com/fwlink/p/?linkid=2258498)
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