View and update CRM data in the flow of work

  • 5 minutes

Microsoft Copilot for Sales reduces the need for frequent context switching so that you can find the information that you need. Keeping the correct CRM data accessible and in the flow of work in Outlook and Teams makes updates and references to CRM data near effortless.

Sign in to your CRM

Microsoft Copilot for Sales supports Dynamics 365 Sales and Salesforce CRM. The sign-in process for both is straightforward; the system automatically signs in Dynamics 365 users with Microsoft Entra ID, and users can access Salesforce CRM through the Microsoft Copilot for Sales sign-in.

Screenshot showing the sign in options for Microsoft Copilot for Sales.

Capture new CRM contacts or leads

Microsoft Copilot for Sales helps you create new contacts or leads directly from your Outlook inbox so that you can keep track of your stakeholders. When you send or receive an email from a customer who isn't tracked in your CRM, Microsoft Copilot for Sales suggests that you add them. You can create new contacts or leads by using the customer's signature from the thread.

Screenshot showing the option to add leads directly from Outlook.

View and update CRM data

Context is always key. With Microsoft Copilot for Sales, the related contacts, opportunities, and account records are readily accessible. Updates are clear and uncomplicated; you only need to select the ellipsis (...) menu on a record card and edit it within Outlook.

Screenshot showing the option to edit account records.

Search and share CRM data

You can quickly bring your sales team up to date by sharing CRM data in Teams chats and channels.

Two ways that you can share rich adaptive cards are:

  • Outlook - You can copy a CRM record from Outlook through the ellipsis (...) menu and then paste it into Teams.

    Screenshot showing the option to copy records.

  • Teams - You can find the Microsoft Copilot for Sales message extension in any Teams chat and then search for a CRM record to include.

    Screenshot showing the Teams chat and options to include records.

Connect and save emails and meetings to CRM

Without the need for context switching, you can keep your CRM data current while you work with the save to CRM capabilities.

  • Save emails and activities - With Microsoft Copilot for Sales, you can save email threads and meetings to your CRM app and then connect them to CRM records so that your sales organization has the latest information.

    Screenshot showing the save email option.

  • Save email thread summaries - Microsoft Copilot for Sales can help you save note records that include email thread summaries. As a result, sales teams can quickly consume these high-value notes.

    Screenshot showing the save summmary email option.