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
Dynamics 365 Sales – Connect AI agents to sales workflows using Model Context Protocol server
We are announcing the ability to connect Dynamics 365 Sales to your agents and assistants with the new Model Context Protocol server. This fea...
Dynamics 365 Sales – Improve sales efficiency with Sales Qualification Agent’s email validation
We are announcing the ability to use the Sales Qualification Agent to validate email addresses in Dynamics 365 Sales. This feature will reach ...
How to Use Copilot Custom Prompts and AI Builder in Dynamics 365 Sales
This blog builds on our previous article, How to Configure and Use the Prompt Column in Dataverse, which you can read here. While that post fo...
We need to talk about... Dynamics 365 Sales... Sales Qualification Agents
Next in my blog, I wanted to talk about a new feature which is part of the recent release wave for 2025. The Sales Qualification Agent...
Dynamics 365 Sales – Get embedded experience for Copilot summaries
We are announcing an embedded experience for Copilot summaries in Dynamics 365 Sales. This feature will reach general availability on Septembe...
Dynamics 365 Sales – Sales Qualification Agent is now fully autonomous
We are announcing that the Sales Qualification Agent for Dynamics 365 Sales is now fully autonomous. This updated feature is currently being r...
Introducing the new summary experience in Dynamics 365 Sales
We’re excited to announce a major upgrade to how sellers interact with Copilot summaries in Dynamics 365 Sales. Beginning with the 2025 Releas...