Techsplained: Sales Copilot

Manual data entry into your customer relationship management (CRM) system and taking notes during a sales call are daily burden for your sales team, effectively keeping them from what they do best; sales. 

With Microsoft Sales Copilot, your AI-assisted sales companion, these burdens become a thing of the past by automatically capturing, accessing, and registering data into your CRM system when using commonly used Microsoft applications like Outlook and Teams.

As of July 2023, Microsoft Viva Sales has been rebranded as Microsoft Sales Copilot. 

Techsplained is an animated video series in which we dissect current and upcoming technologies and business solutions. In episode 7: Viva Sales/Sales Copilot. 



What is Sales Copilot? 

In short, Microsoft Sales Copilot is the ideal companion for sellers, allowing them to get rid of the tedious tasks of manual data entry into your CRM system. Say farewell to mind-numbing 'paperwork' and hello to more time for what really matters - closing deals.

Sales Copilot offers read-write capabilities back to your CRM tool within Microsoft Outlook and Teams application, connecting your conversations with your customers and leads. Sales Copilot also offers conversational intelligence capabilities, eliminating the need for note-taking and providing you with sentiment analysis and next-best actions

Sales Copilot not only enhances collaboration within Teams but also allows for seamless sharing of contact cards and enables the identification of colleagues who have had significant interactions with your customers. This feature empowers you to establish connections internally and gather valuable insights. 

In short, Microsoft Sales Copilot can automatically produce:

  • Customer and lead identification in emails,
  • Teams meeting insights,
  • Sharing and collaboration on business data.
  • AI-generated meeting summaries,
  • AI-generated emails,
  • Conversational intelligence.

How does it work?

Sales Copilot is centered around a user-friendly and intuitive GUI that seamlessly integrates with commonly used applications like Teams and Outlook. From this interface, you can:

  • Manage and update customer CRM data while staying within the flow of work,
  • View rich data from your productivity tools for a more robust customer profile,
  • Keep your CRM tool up to date even as you make changes to your contacts and interactions,


  • Share customer data across applications by seamlessly pulling relevant Sales Copilot customer information from Outlook into Teams,
  • Easily share a customer card to ensure your team has the latest details,
  • Gain context from shared knowledge with your teammates,


  • Review meeting outcomes with the use of AI to track the positive or negative sentiment of the conversation.
  • Eliminate note-taking and get a summary of your customer meeting, including highlights and follow-up actions
  • Create contextual email replies that fit your style based on your CRM data and customer dialogue in Outlook.


How does AI factor in Sales Copilot? 

As the enterprise-ready AI system from Microsoft Copilot offers interactive, AI-powered support within your preferred CRM tool. By incorporating natural language processing, Copilot collaborates with business professionals to enhance creativity, accelerate content creation, and streamline time-consuming tasks.

Microsoft Copilot works alongside you in the Dynamics 365 and Microsoft 365 apps you use every day, helping you work faster and smarter than ever before.

Watch our webinar on introducing Copilot in your CRM system


Whether composing a new email or responding to customers, Sales Copilot leverages this AI to provide content suggestions based on the relevant CRM data, saving you valuable time and energy in crafting the perfect message to advance a deal. Take advantage of predefined response categories or input your own prompt, and watch as AI generates suggested content which you can use as-is or tailor them to suit your specific needs.

Techsplained: innovations don't have to be complicated

Discover how you can go above and beyond in the digital age with the latest technologies featured in our series of 1 minute animated explainer videos. Inspirational, crystal-clear and a relief from the dry business blogs all over the web.

Check out the entire series here

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