Copilot for Sales
AI sales assistant software
Conversation intelligence software
Sales acceleration software
AI copilot tools
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$20.00 per user per month
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Small
Medium
Large
- Information technology and software
- Public sector and nonprofit organizations
- Professional services (engineering, legal, consulting, etc.)
What is Copilot for Sales
Copilot for Sales is an AI assistant that helps sales teams draft and summarize customer communications, surface relevant CRM context, and automate routine sales tasks inside Microsoft 365 and connected CRM systems. It is used by account executives, sales development teams, and sales managers to reduce manual data entry and speed up follow-ups. The product is typically deployed in organizations standardized on Microsoft tools and integrates with Microsoft Dynamics 365 Sales and commonly with Salesforce through Microsoft’s connectors and partner integrations.
Native Microsoft 365 workflow
It works directly in tools many sales teams already use, such as Outlook, Teams, and other Microsoft 365 experiences. This reduces context switching compared with add-ons that require separate browser tabs or standalone apps. It also supports common sales tasks like drafting emails, creating meeting recaps, and generating next-step suggestions from existing content.
CRM context and writeback
It is designed to pull relevant account, opportunity, and activity context from connected CRM records and use it to generate outputs (e.g., summaries and suggested updates). In Microsoft-first environments, it aligns closely with Dynamics 365 Sales data models and security controls. This can improve consistency of notes and activity logging versus manual entry in CRM.
Teams meeting intelligence
When used with Teams meetings, it can summarize discussions, capture action items, and help create follow-up messages. This supports conversation-intelligence-style workflows without requiring a separate meeting tool for organizations already using Teams. Managers can benefit from more standardized call notes and follow-up artifacts across the team.
Best in Microsoft ecosystem
The product delivers the most seamless experience when an organization standardizes on Microsoft 365 and Dynamics 365. Teams using other primary email/calendar systems or non-Microsoft collaboration tools may see fewer in-product touchpoints. In mixed stacks, the user experience can depend heavily on connector availability and configuration.
Conversation intelligence depth varies
Compared with dedicated conversation intelligence platforms, capabilities such as advanced call library analytics, coaching scorecards, and granular talk-time metrics may be less comprehensive depending on licensing and configuration. Some organizations may still need specialized tooling for deep coaching workflows. Reporting depth can also depend on how consistently meetings and notes are captured.
Licensing and governance complexity
Access typically depends on Microsoft licensing (e.g., Copilot and related Microsoft 365/Dynamics entitlements) and tenant-level admin controls. Data residency, compliance, and permissioning require careful setup, especially when connecting multiple systems of record. Total cost and rollout effort can be harder to estimate than simpler point solutions.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Microsoft 365 Copilot for Sales | $50.00 per user/month (paid yearly) — Or $52.50 billed monthly (annual commitment) | Includes Microsoft 365 Copilot plus the Microsoft 365 Copilot "sales" role-based agent; connects to Salesforce Sales Cloud and Dynamics 365 Sales; requires a qualifying Microsoft 365 plan. |
| Microsoft 365 Copilot (base) | $30.00 per user/month (paid yearly) — Or $31.50 billed monthly (annual commitment) | Core Microsoft 365 Copilot license (work-grounded Copilot across Word, Excel, Outlook, Teams, etc.). A separate qualifying Microsoft 365 plan is required. |
| Copilot for Sales (sales agent) — add-on for existing Microsoft 365 Copilot customers | $20.00 per user/month (when customer already has Microsoft 365 Copilot) | Step‑up SKU to add the Sales agent to customers who already have Microsoft 365 Copilot. |
| Dynamics 365 Sales Premium note | N/A (see notes) | Dynamics 365 Sales Premium customers are called out as needing to acquire Microsoft 365 Copilot (listed at $30/user/month) to unlock the full Copilot for Sales experience. |
Seller details
Microsoft Corporation
Redmond, Washington, United States
1975
Public
https://www.microsoft.com/
https://x.com/Microsoft
https://www.linkedin.com/company/microsoft/
