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Copilot in Dynamics 365 Sales overview

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Copilot is an AI assistant in Dynamics 365 Sales that helps sales teams be more productive and efficient in their daily work. It has a chat interface that sellers can use to get a quick summary of their opportunity and lead records, catch up on recent changes to their records, prepare for meetings, and read the latest news about their accounts. Sellers can chat with Copilot in natural language or use predefined prompts to get the information they need. Learn more about how to use Copilot in Dynamics 365 Sales

Copilot is also available as an add-in in Outlook and an integrated app in Teams. With it, sellers can capture, view, and update their customer account data in the apps they use every day. The add-in and Teams app have generative AI capabilities such as record summarization and email content generation. Learn more about Microsoft 365 Copilot for Sales and its generative AI capabilities.

Chat in natural language or use predefined prompts

Copilot in Dynamics 365 Sales supports natural language chat. You can ask Copilot questions related to your sales records or sales-specific terms. You can also use predefined prompts to get the information you need. Copilot provides suggestions for prompts based on the context of the record you're viewing. The Prompt guide lists all the predefined prompts that Copilot supports.

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Copilot in Dynamics 365 Sales capabilities

Copilot offers the following capabilities:

Record summarization

Record summarization gives you a quick summary of your opportunity, lead, and account records. Copilot generates the summary from predefined fields. Your administrator can change the fields that Copilot uses to generate the summary. Ensure that your entire sales team agrees on the top 10 fields that are most relevant for your business.

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Embedded experiences

Apart from Copilot's chat and email experiences, you can also use Copilot's embedded experience in Dynamics 365 Sales to get quick insights about your records. Copilot's embedded experiences include:

Recent changes

To help you stay on top of your sales records, Copilot summarizes any changes that were made to your lead, opportunity, and account records. Copilot generates the list of recent changes from the records' audit history. Your administrator can change the fields that are included in the recent changes list. Ensure that your entire sales team agrees on the top 15 fields that are most relevant for your business.

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Information assistance

With Copilot, you can get information at your fingertips. You don't have to switch between apps to find the information you need. Copilot can get product-related documents and fetch answers to sales-related questions from documents stored in SharePoint.

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Meeting preparation

Copilot helps you prepare for your upcoming meetings effortlessly, summarizing relevant information from the opportunity or lead records that are associated with the meeting.

Learn more about preparing for upcoming sales appointments.

Email assistance

Copilot can help you compose professional-looking emails, summarize email conversations to add to your customer notes, and give you reminders to follow up on emails you haven't replied to.

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News updates

Copilot can help you stay current with the latest news about your accounts. News updates can be great conversation starters and help you understand the dynamics of your customers' organizations. Ask Copilot to get you the latest news related to an account and it returns a list of articles that feature or mention the account, curated by Bing. As with any content that's provided by AI, make sure you read the news articles thoroughly and confirm that they're from an authentic source and are indeed about the customer.

Learn how to get the latest news about an account.

Region availability and languages supported

Copilot in Dynamics 365 Sales is available in regions and languages listed in the Copilot international availability report.