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Understanding Microsoft Sales Copilot: AI Integration for CRM in Outlook & Teams
Microsoft Sales Copilot
Aug 1, 2023 4:00 PM

Understanding Microsoft Sales Copilot: AI Integration for CRM in Outlook & Teams

by HubSite 365 about Microsoft

Software Development Redmond, Washington

Microsoft Sales CopilotLearning Selection

Unlock efficiency with Microsoft Sales Copilots AI-powered CRM tool, revolutionizing sales process via Outlook and Teams integration.

Microsoft Sales Copilot, previously known as Viva Sales, integrates generative AI into Outlook, fully connected with your CRM, namely Dynamics 365 or Salesforce. This allows users to create and manipulate CRM data directly via Outlook. The tool also summaries your emails, creates action points from your Teams calls, and offers much more. The video provides detailed explanation of the full capabilities and roadmap for Sales Copilot along with guidance on how to use it. The timestamp for the content includes introduction, updating and creating CRM data in Outlook, configuration of forms for CRM data entry in Outlook, generative AI for sales, usage of Sales Copilot for teams, roadmap, and licensing.

Further Insight on Microsoft Sales Copilot

Microsoft Sales Copilot is a revolutionary tool that revolutionizes customer relationship management approaches by integrating artificial intelligence capabilities within Outlook and Teams. By harnessing the power of generative AI, it provides intelligent summaries of emails, generates action points for Teams calls, and offers numerous other services. Additionally, the dynamic tool democratizes the creation and editing of CRM data directly in Outlook, delivering unprecedented convenience and efficiency for sales teams.

Learn about Microsoft Sales Copilot Explained: AI for CRM in Outlook and Teams

Microsoft Sales Copilot is a AI-powered CRM tool that integrates with Outlook and Teams. It allows you to create and edit CRM data directly from Outlook, generate summaries and action points from emails and Teams calls, and much more. It also has a roadmap with various upcoming features. Sales Copilot is licensed through Microsoft.

With Outlook, you can update and create CRM data, and configure Forms for data entry. Generative AI can generate sales-related content for you. In Teams, you can get summaries and action points from calls.

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More links on about Microsoft Sales Copilot Explained: AI for CRM in Outlook and Teams

AI in Sales Copilot
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Use Sales Copilot in Outlook
Sales Copilot helps you prepare for your engagements. It gathers information from your CRM system and Microsoft Office and enriches it with actionable insights, ...
Use Sales Copilot in Teams
Backed by AI, the Sales Copilot app in Teams provides recommendations and information to help you stay connected to your customers, minimize data entry, ...
Introducing Microsoft Dynamics 365 Copilot, the world's first ...
Mar 6, 2023 — AI helps write email responses to customers and can even create an email summary of a Teams meeting in Outlook.
Install Sales Copilot
With Sales Copilot for Microsoft Outlook, you can: Reply quickly and confidently with assistance from AI. Save Outlook emails and events to Dynamics 365.
Introducing Microsoft Dynamics 365 Copilot
Mar 6, 2023 — With Dynamics 365 Copilot, we're introducing the world's first AI copilot natively built-in to both CRM and ERP applications.


Microsoft AI, Dynamics 365, Salesforce, CRM Outlook, Generative AI, Sales Copilot Teams