Copilot 101: An Overview of Copilot for Sales

In this episode of the “Copilot 101 Podcast,”  Shawn Dorward, Vice President, sa.global, UG Expert, gives an overview of the capabilities of Copilot for Sales.

This episode is sponsored by the AI Agent & Copilot Summit NA, taking place March 17-19, 2025 in San Diego, California.

Key Takeaways

• Overview: Copilot for Sales is an exciting tool that enhances sales efficiency through its “AI UI,” integrating with Microsoft 365 applications like Word, Excel, PowerPoint, Outlook, and Teams. It offers significant touchpoints with Microsoft 365, making it a valuable addition for those looking to streamline their sales processes.
• Addressing industry challenges: The biggest challenge for sales professionals is maintaining all the necessary information in the backend system, such as Dynamics 365 for Sales, which includes data on contacts, leads, opportunities, communications, and market metrics. This can be taxing, especially as sales associates are expected to sell more, manage more deals, and handle more existing customers than ever before. The growing demands on sales team members make the administrative burden of record-keeping even more significant.
• Costs: Copilot for Sales is a tool designed to automate and reduce friction in the sales cycle, but it comes with an additional cost. Unlike Copilot in Sales, which is included in Dynamics 365 for Sales, Copilot for Sales requires an extra subscription fee of $20 per month on top of the $30 per month for Microsoft 365, totaling $50 per user per month.
• How Copilot for Sales helps sellers: Copilot for Sales helps sellers manage rising requirements and tasks by making recommendations and actions based on CRM data, unlike Microsoft 365 Copilot, which isn’t grounded in CRM data. It assists in various tasks like meetings, document preparation, and email communication, directly enhancing sales efficiency.
• Leverage data: Using Microsoft 365 Copilot without CRM data can lead to disconnected information, as it only uses email context for responses. Copilot for Sales, however, leverages CRM data to generate responses based on opportunities and system information, making it easier to handle repetitive tasks and saving time by suggesting or generating conversations based on CRM data.

Stream the audio version of this episode here: