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Use Sales agent in Microsoft 365 Copilot (preview)

[This article is prerelease documentation and is subject to change.]

The Sales agent is an AI-powered chat interface that allows you to interact with your sales data using natural language. You can ask questions and gain insights from your CRM data and past customer conversations—all through natural language.

Important

  • This is a preview feature.
  • Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

Access Sales agent

The Sales agent is available as an agent in Microsoft 365 Copilot Chat. To access the Sales agent:

  1. Open Microsoft 365 Copilot Chat. Alternatively, in Microsoft Teams, select the Copilot icon on the left sidebar to open Microsoft 365 Copilot Chat.

  2. Under Agents, select Sales.

  3. Enter your question in the chat box and select the send icon or press Enter.

    Note

    A few starter prompts are available below the chat box to help you get started.

    Microsoft 365 Copilot Chat will prompt you to grant permission to share information with the Sales agent service. Review the request and select Accept to continue.

    The Sales agent will then provide a response with the information you requested.

    Screenshot of the Sales agent starter prompts.

For a list of example prompts you can use with the Sales agent, see What can Sales agent help you with?

Note

  • You must install the Sales agent to see the Sales agent in Microsoft 365 Copilot Chat.
  • You must be signed in to your CRM system from the Sales agent in either Outlook or Teams to use Sales agent in Microsoft 365 Copilot Chat.
  • Sales agent is also accessible in Microsoft 365 Copilot Chat within Outlook, Word, PowerPoint, Excel, and Dynamics 365. However, only conversational chat capabilities are available in these embedded experiences. Meeting preparation features are not accessible in these locations.
  • Sales agent is accessible in Dynamics 365 only if your administrator has enabled Microsoft 365 Copilot chat in model-driven apps.
  • When you access Sales agent from Dynamics 365, you are signed in to the same environment as your Dynamics 365 session.
  • If you see the error that chat isn't set up to connect to your CRM, contact your administrator to set up Sales agent.

Get a summary of an account

You can use the Sales agent to get a summary of an account, including key account information, the account's pipeline, the three closest opportunities, and a summary of meetings from the last 30 days. For example, you can ask:

  • Get me the summary of account <account name>.
  • Give me an overview of account <account name>. Summarize the meetings in the last (x) months.
  • Get the key details of account <account name>. List the open opportunities as a table.

Screenshot of the account summary.

For a list of example prompts you can use with the Sales agent, see What can Sales agent help you with?

Note

Your CRM administrator can customize the details included in the account summary.

Catch up on past customer meetings

Meeting insights generated by the Sales agent are accessible through the Sales agent. You can use the Sales agent to get insights from past meetings to catch up on missed customer conversations, coaching, and more. For example, you can ask:

  • What was discussed in the previous meeting with <account name>?
  • Summarize the discussions with <account name> in the last six months. List the top 5 topics of interest to them.

Screenshot of the customer meetings insights.

For a list of example prompts you can use with the Sales agent, see What can Sales agent help you with?

Look up information about CRM

You can use the Sales agent to look up information about your customer accounts, contacts, and deals in your CRM system. For example, you can ask:

  • What is the opportunity pipeline for <account name>?
  • Who is the primary customer contact for <account name>?
  • Get the estimated revenue across opportunities by forecast category.

Screenshot of the CRM information.

For a list of example prompts you can use with the Sales agent, see What can Sales agent help you with?

Prepare for your Sales meetings

The meeting preparation feature in Microsoft 365 Copilot helps you enter every customer meeting with confidence and the right information. It shows AI-generated insights, CRM data, and recent communications into a single, easy-to-read view that is embedded alongside Sales agent chat interface, so you can quickly ask follow-up questions or dig deeper—without leaving your workflow.

Note

  • The meeting preparation feature is only available in the full-screen mode of Sales agent chat experience. It's not available when using Microsoft 365 Copilot Chat in Outlook, Word, PowerPoint, Excel, or Dynamics 365.
  • Specific licensing requirements apply when you use meeting preparation card Microsoft 365 Copilot. Learn more in Microsoft Product Terms.

Under the chat box of the Sales agent, you can see a list of upcoming sales meetings (a meeting with at least one external contact) scheduled in the next 24 hours. The meeting card displays up to three high-value AI highlights to help you prepare more effectively. Each highlight is written to be actionable and concise, enabling you to absorb the most important context in seconds. In some cases, you might see a message indicating that meeting insights are not available. This can occur when insights are still being generated for newly scheduled meetings. Check back later, as it typically takes at least 15 minutes for insights to be generated for new meetings.

Select Prepare with insights to open the detailed meeting preparation view alongside Sales agent chat interface. This allows you to explore deeper insights, ask follow-up questions, and access additional context without leaving your workflow.

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