Effective February 1, 2024, Microsoft 365 Copilot for Sales is available.
Sales is one of the most challenging and rewarding professions in the world. It requires a combination of skills, knowledge, and personality to succeed in a competitive and dynamic environment. But what if you could have a personal assistant that could help you with every aspect of your sales process, from prospecting to closing? That’s what Microsoft 365 Copilot for Sales offers you. Microsoft 365 Copilot for Sales is a new product that leverages the power of artificial intelligence to provide you with intelligent guidance, insights, and automation throughout your sales cycle.
It is a cloud-based service that integrates with Microsoft Dynamics 365 Sales and Microsoft Teams, and also works with other CRM platforms such as Salesforce. In this article, we will explain what Microsoft 365 Copilot for Sales is, how it can help you with various use cases, how it integrates with Microsoft 365 and other CRM platforms, and how you can get started with it.
What is Microsoft 365 Copilot for Sales?
Microsoft 365 Copilot for Sales is a new AI-powered assistant that helps sales professionals to achieve more with less effort. It is a cloud-based service that integrates with Microsoft Dynamics 365 Sales and Microsoft Teams, and provides intelligent guidance, insights, and automation throughout the sales cycle.
Use Cases
Microsoft 365 Copilot for Sales is designed to help sales professionals to:
- Save time and increase productivity by automating repetitive and manual tasks, such as creating contacts, updating opportunities, scheduling meetings, and sending follow-ups.
- Stay on top of their pipeline and prioritize their actions by getting personalized and actionable recommendations, such as which leads to contact, which deals to close, and which customers to nurture.
- Improve their sales performance and skills by getting real-time feedback, coaching, and best practices, such as how to craft effective emails, how to handle objections, and how to negotiate better deals.
- Collaborate and communicate more effectively with their team and customers by using Microsoft Teams as their central hub for sales conversations, meetings, and documents.
Licensing Requirements
Microsoft 365 Copilot for Sales is licensed as a paid add-on license for users with one of the following licenses:
- Microsoft 365 E3/E5/Business Standard/Business Premium
- Office 365 E3/E5
There are two subscription lengths available: 1-year or 3-year.
Microsoft 365 Copilot for Sales includes Microsoft 365 Copilot!
Licensing Channels
Microsoft 365 Copilot for Sales available on the following licensing channels:
Starting February 1, 2024:
- Enterprise Agreement (EA)
- Enterprise Subscription Agreement (EAS)
- Microsoft Customer Agreement (MCA)
- Web Direct
Starting March 1, 2024:
- Cloud Solution Provider (CSP)
Microsoft 365 Copilot for Sales (education) is available through:
Starting May 1, 2024:
- Enrollment for Education Solutions (EES)
- Microsoft Customer Agreement (MCA)
Pricing & Upgrading to Microsoft 365 Copilot for Sales
Microsoft Microsoft 365 Copilot for Sales costs $50 per user per month. Customers who already have Microsoft 365 Copilot licenses can purchase Microsoft 365 Copilot for Sales for an additional $20 per user per month. Dynamics 365 Sales Premium customers will need to pay $30 per user per month for Microsoft 365 Copilot to get the full Microsoft 365 Copilot for Sales experience.
More information
For the announcement article, please visit: https://cloudblogs.microsoft.com/dynamics365/bdm/2024/02/01/microsoft-copilot-for-sales-and-copilot-for-service-are-now-generally-available/.
For the product page, please visit: https://www.microsoft.com/en-us/ai/microsoft-sales-copilot.
For a FAQ, please visit: https://learn.microsoft.com/en-us/microsoft-sales-copilot/sales-copilot-faq.
For more on the name change from Sales Copilot to Microsoft 365 Copilot for Sales, please visit: https://learn.microsoft.com/en-us/microsoft-sales-copilot/whats-new-copilot-sales.
For even more resources on Microsoft 365 Copilot for Sales, please visit: https://adoption.microsoft.com/en-us/copilot-for-sales/.
For software licensing information on Microsoft licensing programs, please visit: https://www.schneider.im/software/microsoft/.
Please contact us for expert services on your specific Microsoft agreements, more information and to request a quote.
FAQ
What is Microsoft 365 Copilot for Sales?
Microsoft 365 Copilot for Sales is an AI assistant for sellers in Microsoft 365 that connects to sales solutions to bring next-generation AI and CRM platform updates and insights across productivity workflows. Microsoft 365 Copilot for Sales uses data from your CRM system as well as large language models and data from Microsoft Graph, Microsoft 365 apps and services, and the internet. Microsoft 365 Copilot for Sales helps sales teams save time and energy, generate innovative ideas, build stronger customer relationships, and ultimately close more deals.
How does Microsoft 365 Copilot for Sales work with Salesforce?
Microsoft 365 Copilot for Sales can be integrated with Salesforce as a CRM system by installing the Microsoft 365 Copilot for Sales app for Salesforce from the AppExchange. The app allows you to use Microsoft 365 Copilot for Sales in your Salesforce agent console to get personalized and contextual assistance. You can also use Microsoft 365 Copilot for Sales in Outlook and Teams to access data and insights from Salesforce.
How is Microsoft 365 Copilot for Sales different from Microsoft 365 Copilot?
Microsoft 365 Copilot for Sales is an enhanced version of Microsoft 365 Copilot that is specially designed for sellers. Microsoft 365 Copilot for Sales offers all the features of Microsoft 365 Copilot, such as generating content, answering questions, and creating summaries, as well as additional features that are tailored to sales workflows, such as displaying CRM data, suggesting follow-up actions, and creating tasks.
In what languages is Microsoft 365 Copilot for Sales available?
Microsoft 365 Copilot for Sales is available in the following languages: English, German, French, Spanish, Italian, Portuguese, Dutch, Swedish, Norwegian, Danish, Finnish, Japanese, Chinese (simplified and traditional), and Korean.
Is Microsoft 365 Copilot for Sales included in Dynamics 365 Sales licenses?
No, Microsoft 365 Copilot for Sales is not included in Dynamics 365 Sales licenses. You need to purchase Microsoft 365 Copilot for Sales as a paid add-on license to use it with Dynamics 365 Sales. The price for Microsoft 365 Copilot for Sales is $50 per user per month. Customers who already have Microsoft 365 Copilot licenses can purchase Microsoft 365 Copilot for Sales for an additional $20 per user per month. Dynamics 365 Sales Premium customers will need to pay $30 per user per month for Microsoft 365 Copilot to get the full Microsoft 365 Copilot for Sales experience.