Microsoft Copilot for Sales documentation

Install

• Install Copilot for Sales in Outlook
• Install Copilot for Sales in Teams

Deployment scenarios

• Deployment guide for Dynamics 365 users
• Deployment guide for Salesforce users

Configure for Outlook and Teams

• Customize forms and fields
• Set up Copilot AI features
• Configure Copilot for Sales for Microsoft 365 apps

Manage for Outlook and Teams

• Remove Copilot for Sales from Microsoft 365 admin center
• Block the Copilot for Sales app in Teams

In Outlook

• Learn the basics of Copilot for Sales in Outlook
• Connect a contact to your CRM
• Create a contact in your CRM
• Save Outlook activities to your CRM
• Edit a CRM record

AI capabilities

• Draft email messages
• View email summary
• View opportunity summary
• Generate pre-meeting report

In Teams

• Use Copilot for Sales app during a meeting
• Generate a meeting summary
• View and understand the meeting summary
• Create CRM tasks from meeting summary
• Share a CRM record in a Teams conversation

Collaboration templates for Outlook and Teams

• Set up a team using account team template
• Set up a team using deal room template
• Collaborate in Teams using the newly created or existing team
• Access linked teams and channels