Microsoft Launches Sales Copilot, Teases New Customer Insights Tools

Microsoft has announced the general availability of its Sales Copilot at Inspire 2023 conference. The company is also bringing new AI-powered features to the Dynamics 365 customer insights platform to help organizations enhance customer engagement and sales.

Microsoft Sales Copilot is an AI-based digital assistant designed for sales teams. The new service can generate content, suggest ideas, recap meetings, and reduce the burden of administrative tasks. It’s possible to access Sales Copilot in Microsoft Teams, Outlook, and Dynamics 365.

“Sales Copilot saves sellers time with CRM task automation, auto-generated email or meeting summaries, and more. Sellers can go from one customer meeting to the next feeling prepared, armed with AI-powered, real-time insights such as top opportunities and customer opportunity summaries. Sales Copilot also helps sellers with customer follow-up by generating AI-assisted content and recommendations, such as contextual emails based on Outlook and CRM data,” said Emily He, CVP for Business Applications Marketing.

Microsoft has also unveiled several new features coming to Sales Copilot. The digital assistant can now automatically generate sales opportunity summaries within Dynamics 365 Sales. It should help sellers to track important changes, progress, and status information. The new feature should also make it easier to write contextual emails with details about the customer, product, and opportunity.

Additionally, Sales Copilot provides a new summary view to help sellers prepare for customer meetings. They can gain access to recent notes, account information, customer news, as well as issues/concerns directly within Microsoft Teams, Outlook, and Dynamics 365 Sales. Sales Copilot can also suggest response tips when a customer mentions competitor brands during Teams meetings.

Microsoft Sales Copilot Licensing

Microsoft’s Sales Copilot is available at no additional cost for all enterprise customers with Dynamics 365 Sales Enterprise and Premium subscriptions. The company is also selling the tool as a standalone subscription. Microsoft plans to roll out the new Sales Copilot capabilities later this month.

In addition to Sales Copilot, Microsoft also announced pricing details for Microsoft 365 Copilot yesterday. It will be available for $30 per user per month for Microsoft 365 E3, E5, Business Standard, and Business Premium customers. The hefty price tag is likely related to the high server cost required for running generative AI models.