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| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Mar 31, 2026 |
- |
Business value
Sales agent in Microsoft 365 Copilot simplifies how you find, understand, and act on sales information. You can use natural language to retrieve data across CRM and productivity tools, analyze it, and turn it into insights, without changing where you work.
You can access Microsoft 365 Copilot and Sales agent from inside your Dynamics 365 sales applications, giving you a single, consistent Copilot experience grounded in both CRM data and Microsoft Graph. Whether you’re working in Outlook, Teams, or Dynamics 365, you get the same Sales agent capabilities and shared context in Copilot chat. The agent understands where you’re working and brings together relevant Dynamics data (such as opportunities and contacts) with Microsoft 365 data (such as emails, meetings, and calendars) in one conversation, so answers are more complete, relevant, and actionable.
Feature details
Sales agent gives you a conversational way to access sales information that lives in different apps. This information includes customer and deal data in CRM, meetings in Teams, and much more. Use natural language to search through the data, summarize the information, and run analysis that combines data from different sources.
As an admin, you can:
- Control availability by selecting which environments, users, and applications have access to Sales agent.
- Configure the Sales agent experience to respect your organization's CRM customizations, terminology, and business processes.
As a seller, you can use Sales agent to:
- Understand your customers: Whether you're preparing for a customer meeting or an account plan, you need a comprehensive view of the account. You need to see the current business, open opportunities, and past engagements. With Sales agent, you can get this information by using natural language.
- Ramp up on newly assigned accounts and deals: Go beyond the customer data in CRM. Find colleagues who engaged with the customer in recent months and have the most context to share. Quickly get the topics that interest the customer and appear in recent engagements.
- Grow your business and find new opportunities: Use Sales agent to discover open issues in stalled deals. It checks past meetings for these issues. Find colleagues who faced similar issues in other deals to help unblock your deals.
- Access all agents in Microsoft 365 Copilot inside Dynamics 365: You can access not just Sales agent, but all agents available in Microsoft 365 Copilot inside Dynamics 365.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.