How Sales Copilot Works & How To Set It Up
Close sales deals quickly and efficiently with the new generative AI powered Sales Copilot. It provides an intelligent natural language interface to all of your sales data, in CRM systems like Salesforce or Dynamics 365, and connected external data sources. See how Sales Copilot generates insights and content in the flow of work with skills that help you with everyday tasks in Microsoft 365 or embedded within your Dynamics 365 Sales experience.
Eric Boocock, Principal Program Manager for Dynamics 365 Sales, shares how Sales Copilot works safely with your data and the key admin steps to set it up.
► QUICK LINKS:
00:00 - Generative AI-powered Sales Copilot
00:50 - Sales Copilot with Salesforce and Microsoft 365
01:42 - Sales Copilot in Teams and Outlook
03:01 - Additional capabilities within Dynamics 365 Sales
03:39 - Data security
04:41 - Retrieval Augmented Generation
06:11 - How to set it up
07:42 - Bring external data from non-CRM apps
08:13 - Wrap up
► Link References
For more information, check out https://aka.ms/SalesCopilotDocs
Stay updated on monthly releases at https://aka.ms/SalesCopilotUpdates
► Unfamiliar with Microsoft Mechanics? As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft.
• Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries
• Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog
• Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast
► Keep getting this insider knowledge, join us on social:
• Follow us on Twitter: https://twitter.com/MSFTMechanics
• Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/
• Enjoy us on Instagram: https://www.instagram.com/msftmechanics/
• Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics
Published on:
Learn more
Made for tech enthusiasts and IT professionals. Expanded coverage of your favorite technologies across Microsoft; including Office, Azure, Windows and Data Platforms. We'll even bring you broader topics such as device innovation with Surface, machine learning, and predictive analytics.
Related posts
How Dynamics 365 Sales Agents Are Changing Sales Teams
For the past few years, Copilot has helped sellers work faster by drafting emails, summarizing records, and suggesting next steps. But with th...
Dynamics 365 Sales – Get integrated inbound and outbound calling with Sales Hub dialer
We are announcing the ability to get integrated inbound and outbound calling with Sales Hub dialer in Dynamics 365 Sales. This feature will re...
Dynamics 365 Sales – Engage leads with deeper knowledge by connecting any data source to Sales Development agent
We are announcing the ability to engage leads with deeper knowledge by connecting any data source to a Sales Development agent in Dynamics 365...
Dynamics 365 Sales – Connect Fabric Lakehouse data to AI‑powered sales research
We are announcing the ability to connect Microsoft Fabric Lakehouse data to AI-powered sales research in Dynamics 365 Sales. This feature will...
Dynamics 365 Sales – Find, filter, and sort using natural language with smart grid
We are announcing the ability to find, filter, and sort records using natural language queries directly within smart grid through Copilot Sear...
Dynamics 365 Sales – Boost decision making by using Visualize with Copilot
We are announcing the ability to boost data-driven decision making using Visualize with Copilot in Dynamics 365 Sales. This feature will reach...
Org. Chart Dynamics 365 Sales
Dynamics 365 Sales – Improve opportunity context with AI-based data enrichment
We are announcing the ability to improve the context for opportunities with AI-based data enrichment in Dynamics 365 Sales. This feature will ...
Dynamics 365 Sales – Modern, in-flow email template picker for Sequences
We are announcing a modern, in-flow email template picker for Sequences within Dynamics 365 Sales. This feature will reach general availabilit...
Dynamics 365 Sales – Get additional Dataverse storage capacity
We are announcing additional Dataverse storage capacity for Dynamics 365 Sales. This change will reach general availability on April 15, 2026....