Summary

  • 2 minutes

Sales Agent in Microsoft Copilot connects Microsoft 365 experiences with Dynamics 365 Sales or Salesforce CRM data. Administrators deploy and manage the Sales agent, configure its CRM connection, and control which features and data sellers can use.

You can now:

  • Describe how Sales Agent connects clients, Microsoft services, CRM data, and AI services.
  • Deploy Sales Agent in Outlook and Teams and assign the required roles and policies.
  • Customize the CRM record types, views, fields, and actions available to sellers.
  • Configure Copilot AI, Sales Chat, meeting insights, agent access, and actionable banners.
  • Extend Sales Agent with tools and knowledge from a declarative agent.

Resources