Welcome to Microsoft Copilot for Sales
Microsoft Copilot for Sales brings together the power of Copilot for Microsoft 365 with seller workflows. Microsoft Copilot for Sales leverages data from their CRM platform, as well as large language models and data from Microsoft Graph, Microsoft 365 apps, and the internet. Copilot for Sales helps sales teams save time and energy, generate innovative ideas, build stronger customer relationships and ultimately close more deals.
Note
Copilot for Sales is not available on Microsoft Dynamics 365 Customer Engagement (on-premises).
Here's a video that gives you a quick overview of Copilot for Sales.
License requirements
See our pricing page for more information.
Role requirements
If you're using Dynamics 365 Sales as your CRM system:
Administrators must be assigned either System Administrator or System Customizer security role to customize Copilot for Sales. If you're using a custom security role, additional privileges are required to use Copilot for Sales.
Users must be assigned either Sales Manager or Salesperson security role to use Copilot for Sales. If you're using a custom security role, additional privileges are required to use Copilot for Sales.
If you're using Salesforce as your CRM system, see Permissions required for Salesforce administrators.
Note
- If you've made changes in a user's permissions or security roles in your CRM, ask that user to sign out of Copilot for Sales in Outlook and then sign in again for these changes to be reflected appropriately.
- Changes in user permissions or security roles in CRM can take up to 15 minutes to reflect in Copilot for Sales app for Teams.
Region availability
Copilot for Sales is available globally except in the following countries:
- Myanmar
- Cabo Verde
- China
- Cuba
- Curaçao
- Timor-Leste
- Iran
- Côte d’Ivoire
- North Korea
- Palestinian Authority
- Russia
- St Helena, Ascension, Tristan da Cunha
- Syria
Sales Conversation Intelligence is currently available in limited geographies. By using Sales Conversation Intelligence, you affirm that you understand that insights and other data generated by Sales Conversation Intelligence service may be maintained in a data center other than the data center that maintains your Copilot for Sales service data. Your privacy is important to us. To learn more, read our Privacy Statement.
Note
Copilot for Sales is not supported in Government Community Cloud (GCC), including USG, and Department of Defense (DoD).
Supported languages
To see the list of supported languages, see Supported languages.
See also
Feedback
https://aka.ms/ContentUserFeedback.
Coming soon: Throughout 2024 we will be phasing out GitHub Issues as the feedback mechanism for content and replacing it with a new feedback system. For more information see:Submit and view feedback for