Transforming Sales Process with Copilot in Dynamics 365 Sales

Microsoft Copilot in Dynamics 365 Sales (formerly known as Bing Chat) is an AI assistant designed to help sales teams bolster productivity and efficiency.

In other words, the Copilot chatbot is responsibly built into Dynamics 365 by Microsoft, empowering employees to deliver better customer experiences and drive efficiency across the organization. It offers a wide range of capabilities, including:

  • Record Summarization: Quickly summarizes opportunity and lead records.
  • Recent Changes: Keeps track of recent changes made to records.
  • Information Assistance: Fetches product-related documents and answers from SharePoint.
  • Meeting Preparation: Helps prepare for meetings by summarizing relevant information.
  • Email Assistance: Generates personalized emails based on recent emails and related information.
  • News Updates: Provides the latest news about accounts.

You can interact with Copilot through a chat interface in natural language or use predefined prompts. It’s also integrated with Outlook, Teams, and Microsoft Dynamics 365 CRM solutions allowing you to work with customer data within these applications.

Dynamics 365 Sales Copilot Capabilities

By bringing AI and sales insights from their CRM platform into Microsoft 365 productivity tools like Outlook, Teams, and Word, sales professionals can work more efficiently and improve customer experiences.

Microsoft Copilot for Dynamics 365 Sales offers the following capabilities:

  • Generates Content or Product Description
  • Sparks Creativity
  • Recaps Meetings
  • Helps Accomplish Tasks

Copilot for Sales goes beyond email assistance, customized sales content creation, and next-step recommendations. Apart from furnishing AI-generated insights, it can join Teams meetings for you and prepare an overview of it. Copilot for Sales for Outlook can access contacts, calendar events, and draft your emails as well.

Microsoft Sales Copilot Pricing and Availability

Microsoft Dynamics Copilot cost for Sales is USD 50 per user/month with annual commitment. Besides Microsoft Dynamics 365 Sales, it works smoothly with Salesforce Sales Cloud as well, and owing to its flexibility, it can be easily configured to work with other sales solutions.

Let's go into the specifics to learn more about its pricing. So, when it comes to purchasing Microsoft Sales Copilot, it is important to understand the eligibility criteria first.

For enterprise customers, it is a must to obtain a license either for Microsoft 365 E3 or E5 or Office 365 E3 or E5. Speaking of business customers, it is mandatory to secure a license for Microsoft 365 Business Standard or Business Premium or any one version of these suites, excluding Microsoft Teams.

What Can Microsoft Sales Copilot Do?

Microsoft Sales Copilot is an AI assistant designed to transform the way sellers work within Microsoft Dynamics 365. Here’s what it can do:

  • Maximize Sales Productivity: Integrating with Microsoft Dynamics 365 Sales and Salesforce Sales Cloud, it helps sellers manage their workflows more efficiently.
  • Personalize Customer Interactions: It provides personalized recommendations and insights, helping to tailor interactions with customers.
  • Stay in the Flow of Work: The AI assistant works within the productivity tools sellers use daily, like Outlook, Teams, and Word, ensuring they can stay focused on their tasks.
  • Simplify Tasks: From preparing sales meeting briefs to summarizing key points from email threads, it streamlines various sales-related activities.
  • Streamline Workflow with AI Support: It analyzes sales calls, extracts insights, and does meeting recordings, making follow-ups and planning more effective.

Additionally, Microsoft Sales Copilot can be customized according to business needs and integrates seamlessly with various sales solutions.

It’s available in multiple languages and may require additional licenses depending on your existing subscriptions as explained above.

The Impact of Microsoft Copilot for Dynamics 365 Sales

The impact of Microsoft Copilot for D365 Sales has been significant in transforming the way sales are conducted. It’s an AI assistant that integrates with Microsoft 365 and Dynamics 365 CRM solutions to streamline sales productivity, personalize customer interactions, and simplify tasks through AI support. Here are some key points about its impact:

  • Time-Saving: Microsoft Copilot for Sales is designed to make processes more efficient and save time for sales professionals. It does so by summarizing key points from multiple email threads and assisting in crafting responses to clients.
  • Work-Life Balance: By reducing the manual workload, it contributes to a better work-life balance for sales professionals.
  • Revenue Increase: Microsoft Copilot for Sales can bolster revenue while ensuring a simplified workflow.
  • Productivity Boost: By adding AI-powered insights to seller actions and decisions, it increases efficiency and boosts customer engagement.
  • Integration: Sales Copilot works seamlessly with Outlook and Teams, reducing redundant work and allowing teams to work more effectively.

Overall, Microsoft Dynamics 365 Sales Copilot seems to be a game-changer for sales teams, offering a variety of features that enhance performance and results.

Also Read: Microsoft Dynamics 365 Copilot

How to Install Copilot in Dynamics 365 Sales?

To install Copilot in Microsoft Dynamics 365 Sales, you can follow these steps:

1. Verify Prerequisites

  • Ensure you have a Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise license.
  • Confirm that you are a System Administrator

Requirement TypeYou must have
LicenseDynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
Security RolesSystem Administrator

2. Turn on Copilot Features

  • In the Sales Hub app, go to the Change area in the lower-left corner of the page and select App Settings.
  • Under General Settings, select Copilot.
  • On the Set-up Copilot in Dynamics 365 Sales page, you can turn on Copilot features or try the newest preview features.

3. Provide Consent for Data Movement (if required)

If your region does not have an Azure Open AI Service endpoint, you must provide consent for data movement across regions in the Power Platform admin center.

4. Configure Copilot

You can configure fields for generating summaries and recent changes lists as per your business needs. Please note that effective April 1, 2024, Copilot in Dynamics 365 Sales is turned on by default for certain regions and organizations.

Leverage the Power of Copilot with Dynamics Square

Being a powerful AI bot, Copilot is transforming the landscape of businesses. For a detailed guide and additional steps, you can reach out to us. We are Dynamics Square, a trusted and renowned Dynamics 365 implementation partner.

Schedule a free call with our expert consultant today. Call us at +1 281 899 0865 or simply write us an email at

Vivek Gururani

Vivek is a Digital marketing expert at Dynamics Square, specializing in crafting compelling content on advanced tech topics such as ERP, CRM, cloud computing, AI, ML, BI and more. His profound passion for the digital landscape has led him to explore and master diverse fields including SEO, SEM, content strategy, and data-driven marketing.


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