Last verified Oct 19, 2026
Microsoft 365 Copilot Sales agent
Puts your CRM inside Outlook and Teams so Copilot can brief you on an account, recap the call and draft the follow-up.
Formerly Microsoft Copilot for Sales. Microsoft now calls it Sales agent in Microsoft 365 Copilot.
Verdict
Good pick if your reps live in Outlook and Teams and your CRM is Salesforce or Dynamics 365.
- Pricing
- Paid
- Team
- Mid-market, Enterprise
- Industries
- Telecom, B2B
Capability
What the AI does
- Briefs you on an account from CRM, email and the web
- Recaps Teams sales calls with next steps
- Summarizes long email threads and drafts replies
Fit
Good fit if
- Your team works in Outlook and Teams
- Your CRM is Salesforce or Dynamics 365
Skip
Skip it if
- Your CRM is HubSpot or something else
- Your team works in Gmail
Price
Price
Comes with a Microsoft 365 Copilot license ($31.50 per user per month on an annual commitment, paid monthly, per Microsoft's Copilot page). Needs Dynamics 365 Sales or Salesforce Sales Cloud Professional or higher.
Proof
Proof
In use
How reps use it
Works with
Works with
Salesforce- Dynamics 365 Sales
- Outlook
- Teams
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