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Tech Insights 5 min read

Copilot for Sales: the AI assistant revolutionizing your sales process

In an increasingly competitive sales environment, teams are under pressure to close more deals, work faster, and deliver highly personalized experiences. But between administrative overload, CRM updates, and tracking leads, sales reps often spend more time on tasks than on selling.

Enter Copilot for Sales—Microsoft’s AI-powered sales assistant designed to streamline daily workflows, enhance productivity, and boost win rates. Fully integrated with Microsoft Dynamics 365 Sales, Outlook, and Teams (and even Salesforce), Copilot for Sales is quickly becoming the go-to solution for modern sales organizations.

In this article, we explore what Copilot for Sales is, how it works, its top features and benefits, pricing options, and how to get started with the support of experts like Gestisoft.

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What is Copilot for Sales? 

Copilot for Sales is an AI-driven assistant developed by Microsoft that supercharges your sales process. It brings generative AI capabilities directly into the tools sales professionals already use—like Microsoft Outlook, Word, Teams, and Dynamics 365 Sales.

By surfacing insights, automating repetitive tasks, and offering real-time guidance, Copilot for Sales transforms how salespeople manage opportunities, communicate with prospects, and close deals.

This AI tool leverages Microsoft Graph, CRM data, and advanced machine learning models to deliver contextual recommendations tailored to each sales interaction.

Why Copilot for Sales matters in modern selling

The B2B buying journey is more complex than ever. Sales cycles are longer, customer expectations are higher, and digital touchpoints continue to multiply. Sales teams that rely solely on manual processes or disconnected tools risk falling behind.

Copilot for Sales helps sellers:

  • Eliminate manual data entry
  • Prioritize the right leads and deals
  • Automate follow-ups
  • Craft better communications
  • Collaborate more effectively

By doing so, it frees up valuable time and allows sales reps to focus on what they do best: building relationships and closing deals.

Key features of Copilot for Sales

Here’s how Copilot for Sales empowers sales professionals every day:

1. Task automation

Copilot for Sales automates time-consuming tasks like:

  • Creating and updating contacts
  • Scheduling meetings
  • Logging emails and calls
  • Drafting follow-up messages

This helps reps spend less time in the CRM and more time engaging prospects.

2. Real-time insights and coaching

Copilot for Sales provides:

  • Deal health assessments
  • Next-best action recommendations
  • Email writing suggestions
  • Objection-handling support

With real-time, contextual prompts, sales reps can confidently guide conversations and improve their win rates.

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3. Seamless CRM integration

Whether you use Dynamics 365 Sales or Salesforce, Copilot for Sales integrates smoothly to deliver insights directly inside your CRM. It ensures all customer data is updated in real time—no need for double entry.

4. Enhanced collaboration via Microsoft 365

Thanks to deep integration with Microsoft Teams and Outlook, sellers can:

  • Access CRM data during calls or chats
  • Share files with context
  • Tag teammates for input
  • Coordinate on deals across departments

This creates a unified workspace that breaks down silos and accelerates deal velocity.

5. Performance analytics

Sales managers benefit too. Copilot for Sales delivers:

  • Real-time dashboards
  • Individual and team KPIs
  • Forecasting trends
  • Deal pipeline analytics

This helps leadership make data-driven decisions, coach their teams effectively, and optimize processes.

Top 5 benefits of using Copilot for Sales

Now that we've seen the features, here are the top advantages that make Copilot for Sales a game-changer.

1. Increased productivity

Copilot for Sales saves hours each week by automating data entry and follow-ups. Reps gain back time to focus on strategic selling and high-value activities.

2. Better customer engagement

Thanks to AI-powered suggestions and real-time insights, sellers can deliver more personalized and timely communication. That leads to stronger relationships and increased loyalty.

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3. Improved forecasting and decision-making

Copilot uses historical data and predictive models to offer better sales forecasting, helping businesses anticipate pipeline shifts and optimize resource allocation.

4. Stronger team collaboration

Since Copilot for Sales lives inside Outlook and Teams, collaboration is frictionless—even in hybrid or remote environments. Microsoft Copilot integration with other Microsoft apps and platforms truly makes it better.

5. Built-in security and compliance

With Microsoft’s enterprise-grade infrastructure, Copilot for Sales adheres to data protection standards like GDPR and offers multi-factor authentication, data encryption, and audit trails.

Licensing and pricing: how much does Copilot for Sales cost?

There are three pricing tiers depending on your existing Microsoft subscriptions:

  • $50/user/month: Includes Microsoft 365 Copilot + full Copilot for Sales features
  • $20/user/month: For users already subscribed to Microsoft 365 Copilot
  • $30/user/month: For Dynamics 365 Sales Premium customers (add-on for Microsoft 365 Copilot)

To activate Copilot for Sales, you'll need a base license from the following:

  • Microsoft 365 E3 or E5
  • Office 365 E3 or E5
  • Microsoft 365 Business Standard or Business Premium

Need help choosing the right license? Our team at Gestisoft can guide you based on your organization’s needs and current Microsoft stack.

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Integration capabilities of Copilot for Sales: Microsoft and beyond

While Copilot for Sales is optimized for Dynamics 365 Sales, it also integrates with Salesforce Sales Cloud, ensuring that organizations with different CRM platforms can still benefit.

Other integrations include:

  • Microsoft Teams: View CRM data in chats and meetings
  • Outlook: Sync emails and calendar events with CRM records
  • Power Platform: Build custom automations and workflows

All integrations ensure a seamless sales experience across platforms.

How to get started with Copilot for Sales

Here’s how to deploy Copilot for Sales in just four steps:

  1. Verify your Microsoft license: Ensure you have a compatible Microsoft 365 or Office 365 plan.
  2. Select your pricing tier: Choose the option that fits your business model.
  3. Integrate with your CRM: Whether you're using Dynamics 365 or Salesforce, connect your CRM for real-time data flow.
  4. Train your team: Use Microsoft’s learning materials—or contact Gestisoft for a custom onboarding workshop.

By following these steps, you are sure to start using Copilot for Sales the right way and take advantage of all the benefits that come with it. 

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Let our experts guide you on how to get started with Copilot for Sales from A to Z.

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Why choose Gestisoft for your Copilot for Sales journey?

At Gestisoft, we’ve helped dozens of North American organizations implement Microsoft Dynamics and modernize their sales process with AI.

Our consultants can help you:

  • Evaluate if Copilot for Sales is the right fit
  • Plan your rollout strategy
  • Configure CRM integrations
  • Train your teams for maximum adoption
  • Optimize your workflows for ROI

We’re not just tech experts—we’re your strategic growth partners. The future of sales is intelligent, automated, and collaborative. Copilot for Sales offers all the tools your team needs to meet today’s demands and exceed tomorrow’s goals.

Book a free discovery call with Gestisoft today to explore how Copilot for Sales can transform your business.

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January 08, 2025 by Kooldeep Sahye Marketing Specialist

Fuelled by a passion for everything that has to do with search engine optimization, keywords and optimization of content. And an avid copywriter who thrives on storytelling and impactful content.