CRM & sales · Microsoft
Microsoft 365 Copilot Sales
The Sales agent in Microsoft 365 Copilot: account and meeting summaries, outreach drafts, and CRM write-back from Outlook, Teams and Graph — works with Dynamics 365 and Salesforce. Essential when the seller’s day is Microsoft, not a public website agent.
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Sales conversation
Prep and recap in the inbox and the meeting — the seller does not leave Outlook or Teams to remember the account.
Outbound prospecting
Drafts outreach from CRM plus Graph context. The list and the offer still need a human.