Sales in Microsoft 365 Copilot documentation

About Sales in Microsoft 365 Copilot

Overview

• What is Sales in Microsoft 365 Copilot?
• Priviliges required
• Mobile support

Architecture

• Architecture of Sales in Microsoft 365 Copilot

Get started

Quickstart

• Deploy Sales app for Dynamics 365 customers
• Deploy Sales app for Salesforce customers

Training

• Boost sales performance with Sales app

Administrator settings

How-To Guide

• Customize forms and fields
• Set up Copilot AI features
• Set up Sales Agent

Use Sales app

How-To Guide

• In Outlook
• In Teams

AI capabilities

How-To Guide

• Draft email messages
• View email summary
• View opportunity summary

Collaboration templates

How-To Guide

• Set up a team using account team template
• Set up a team using deal room template
• Collaborate in Teams using the newly created or existing team
• Access linked teams and channels