Sellers face multiple challenges, from time constraints in juggling customer interactions to efficiently managing their sales pipeline.
As Copilot adoption increases, Microsoft has announced a new product to increase productivity.
What is Copilot for Sales?
Copilot for Sales combines Copilot for Microsoft 365 with seller workflows. This is achieved using data that includes Dynamics 365 Sales, Microsoft 365 apps, and external websites.
By harnessing Dynamics 365 Sales data, advanced language models, Microsoft 365 apps, and external websites, Copilot for Sales empowers sellers across Teams, Outlook, and other applications.
Copilot for Sales is built with AI and engagement data from Microsoft 365, which provides actionable insights and minimises manual data entry.
Let’s explore how this is licensed.
Copilot for Sales and Dynamics 365 Sales
Dynamics 365 Sales licences do not include Copilot for Sales. A separate purchase alongside a Microsoft 365 subscription is required.
Standard Copilot Features
However, Dynamics 365 Sales Enterprise and Premium licences do include some Copilot experiences in Dynamics, Outlook and Teams.
The following functionality is the ‘standard’ set of Copilot capabilities for Dynamics 365 Sales Enterprise and Premium customers:
- Outlook email summaries and generative replies
- Lead and opportunity summaries
- Saving Outlook emails to Dynamics 365
- Natural language queries
- Conversation Intelligence in Teams
Premium Copilot Features
Access to ‘premium’ Copilot features and future developments across Microsoft 365 apps requires a dedicated Copilot for Sales licence. These include:
- In Outlook: recommended CRM updates, knowledge base chat, buying intent and sales-enabled pipeline chat
- In Teams: schedule follow-up meeting tasks, opportunity summary within Teams chat, share Copilot summaries in group chats and recommended CRM updates
- In PowerPoint: sales pitch decks
- In Word: meeting preparation briefs (shown below)
The Sales Copilot Teams app and add-in for Outlook are also upgraded to a single enhanced Teams app. This enables searches for Dynamics 365 CRM records using the ‘/’ lookup and embedding these as adaptive cards within an Outlook email.
By bringing Copilot for Microsoft 365 and Sales together, the improved Teams app will support natural language queries that surface Dynamics 365 Sales data. For example, this would enable chats such as ‘Show me opportunities forecast to close this quarter above £x’.
How much is Copilot for Sales?
To equip sellers with the full set of Copilot capabilities across Microsoft 365 apps, including Outlook, Word and Teams, a Copilot for Sales licence is required.
This is priced at £41.10 ($50) per user/month, combining Copilot for Microsoft 365 and Copilot for Sales.
A product license for Microsoft 365 (Office 365) E3 or E5 or Business Standard/Enterprise is required to purchase Copilot for Sales.
Sellers already licensed with Copilot for Microsoft 365 can purchase Copilot for Sales for an add-on cost of $20 per user/month.
Dynamics 365 Sales Premium customers can activate Copilot for Sales with an additional purchase of Copilot for Microsoft 365 at $30 per user/month.
Next steps…
Copilot for Sales brings more sales data and insights into the flow of work, helping sellers save time, focus on customers, and accelerate deals.
While Dynamics 365 Sales licenses remain unaffected, access to the complete set of Copilot for Sales features requires an separate license. If you want to learn more, connect with ServerSys to increase sales efficiency and innovation with Dynamics and Copilot.
Related: Top Copilot Prompts for Sellers to Stay Ahead with Dynamics 365 Sales
