Microsoft 365 Copilot for Sales

Designed for sellers, Copilot for Sales brings sales data and insights in the flow of work to help sellers save time, focus on customers, and close more deals. Copilot for Sales is experienced within Microsoft 365 and connects directly to Dynamics and Salesforce CRMs for real-time data and updates.

Explore the Success Kit

Use our success kit to accelerate your sales transformation with generative AI.

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Learn how it works

Review our technical documentation covering product capabilities and how-to articles.

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Join the Copilot Community

The Copilot for Sales community is your hub for the official blog, latest news, and discussions.

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Leadership

Get ready	Onboard & engage	Deliver impact	Extend & optimize
Copilot for Sales scenario library	Onboard & engage	Get started with Gen AI BDM playbook	Deliver impact	What we're learning from customers	Extend & optimize	Extensibility overview Build 2024 announcements

User Enablement

Get ready	Onboard & engage	Deliver impact	Extend & optimize
Deployment and enablement guide Copilot for Sales blog	Onboard & engage	Better Together with Copilot for Microsoft 365 Clickthrough demo User onboarding email kit Introduction training on Microsoft Learn Training guide for sales enablement Playlist: How to use Copilot for Sales Playlist: Top use cases	Deliver impact	Copilot usage dashboard Give user experience feedback	Extend & optimize	Build 2024 announcements

Technical Readiness

Get ready	Onboard & engage	Deliver impact	Extend & optimize
Deployment and enablement guide Deploy Copilot for Sales for Salesforce CRM Deploy Copilot for Sales for Dynamics CRM	Onboard & engage	Enable Copilot for Sales Customize forms and fields	Deliver impact	Copilot usage dashboard Give user experience feedback	Extend & optimize	Extensibility overview Extend Copilot for Sales Copilot for Sales guided tour demo