Microsoft Copilot for Sales

What is Microsoft Copilot for Sales?

Microsoft Copilot for Sales (formerly known as Viva Sales) is an enterprise artificial intelligence assistant designed specifically for B2B sellers. It acts as a bridge between the seller's daily productivity tools (like Microsoft Outlook and Teams) and the company's customer relationship management (CRM) systems (such as Salesforce or Microsoft Dynamics 365). It eliminates the bureaucratic and manual work of logging emails and meetings in the CRM, providing AI-generated insights to close deals faster.

How it works

When receiving a client's email in Outlook or participating in a Teams meeting, Copilot for Sales is triggered in the sidebar. The AI reads the conversation, pulls the historical data for that lead saved in Salesforce or Dynamics, and summarizes the deal status. The seller can ask Copilot to generate a personalized response draft containing actual prices and technical details pulled directly from the CRM. During Teams calls, the AI performs real-time transcription and semantic analysis of the objections raised by the client.

Key features

• Email Drafts with CRM Context: Automatic generation of professional responses that include product data, discounts, and history stored in the CRM.
• Teams Meeting Summaries: Commercial call transcription that identifies client sentiment, pending action items, and competitor mentions.
• Bi-directional CRM Updates: Ability to create new contacts or update opportunity status in Salesforce or Dynamics directly from Outlook.
• Meeting Preparation: Automated summaries of previous email interactions and account status before entering important sales calls.

Available integrations

As a Microsoft sales productivity solution:

• CRM systems: Salesforce and Microsoft Dynamics 365 Sales.
• Productivity Suite: Microsoft Outlook, Teams, Word, and Microsoft 365.

Who it is for

• B2B Outbound Sales Teams using Salesforce or Dynamics 365 and seeking to reduce manual data entry time.
• Sales Managers and VPs looking to standardize the quality of logged email activities across representatives.
• Companies using the Microsoft 365 ecosystem seeking to maximize the value of their internal customer data.

Pricing

Pros and cons

Pros:

• Eliminates time wasted copying and pasting messages and activities into the CRM.
• Very accurate Teams transcription integrated into the pipeline.
• Clean native interface within classic office apps.

Cons:

• Requires a substantial paid CRM license (Salesforce/Dynamics) to work.
• High per-user licensing cost compared to ordinary email assistants.

Alternatives to Copilot for Sales

As alternative copilots and sales intelligence solutions: Gong.io, Clari, Salesloft, and HubSpot Copilot.