Plan and prepare for Microsoft 365 Copilot for Sales in 2025 release wave 1

Overview

Microsoft 365 Copilot for Sales is a role-based Copilot agent that combines the power of Microsoft 365 Copilot with seller-specific insights and automated sales workflows. Copilot for Sales helps sellers save time, work more efficiently, and focus on the most important activities. With Copilot for Sales, sellers can generate innovative ideas, build stronger customer relationships, and close more deals.

In 2025 release wave 1, we focus on the following capabilities:

• Help sellers prioritize their opportunities and drive deal acceleration.
• Automate CRM record updates and suggestions with agents.
• Enhance assistive AI experiences in Copilot for Sales by providing richer CRM context in email summaries.
• Support enhancements that enable strong premeeting, postmeeting, and in-meeting experiences for sellers.
• Connect Microsoft 365 suite with the power of Copilot for Sales and OneNote.

For more information about Copilot for Sales, see:

• Microsoft 365 Copilot for Sales documentation
• Microsoft 365 Copilot for Sales Adoption website

Updates to Microsoft Copilot for Sales 2025 release wave 1

Investment areas

Application experiences
Microsoft 365 Copilot for Sales is an AI assistant that empowers sellers with insights, recommendations, actions, and up-to-date CRM data. It works directly within the Microsoft 365 applications sellers already use daily. Copilot for Sales is a Copilot-first application that works with both Dynamics 365 Sales and Salesforce. It builds on Copilot for Microsoft 365. The cross-application experiences span multiple Microsoft 365 applications and their CRM systems so that sellers stay productive within the flow of work.

Sellers use different applications for various aspects of their work. They use Outlook for email, Teams for meetings, and Dynamics 365 or Salesforce for CRM. Copilot for Sales connects these applications and enables sellers to do their tasks more efficiently within the same workflow. For example, sellers can update their CRM from Outlook or Teams without switching applications. Copilot for Sales also provides insights from other applications that help sellers communicate better with their customers, build trust, and close more deals.

Copilot agents
Copilot agents help sellers and sales teams complete sales processes autonomously. They analyze sales data to complete sales tasks and provide insights to the seller. These agentic scenarios assist sellers throughout the sales process by qualifying and prioritizing leads. They give sellers insights about their opportunity, recommend next steps to help close the deal, and provide insights to help sellers prepare for their upcoming sales meetings.

Microsoft Outlook experiences
Microsoft 365 Copilot for Sales is an AI assistant designed for sellers. The Copilot for Sales app in Outlook gives you recommendations and information to help you stay connected to your customers, reduce data entry, and personalize your engagements. With Copilot, you can close deals faster and enjoy higher win rates.

With Copilot, you can get related information from your CRM system, such as contact details, account history, and opportunities. You can save activities like emails and meetings to your CRM system. You get an overview of recent interactions with your customers, including email summaries, meeting notes, and action items. Use AI capabilities to draft emails, summarize conversations, and generate follow-ups. The Copilot for Sales experience in Microsoft Outlook comes through an integrated app experience. It enriches the Copilot in Microsoft Outlook capabilities with sales-specific skills, data, and actions.

Microsoft Teams experiences
Copilot for Sales is an AI assistant designed for sellers. The Copilot for Sales app in Teams gives you recommendations and information to help you stay connected to your customers, minimize data entry, and personalize your engagements so you can close deals faster with higher win rates. Collaborate on deals with colleagues, prepare for and run effective sales meetings, get a deeper understanding of your customers' needs from transcribed call summaries, and take the right action at the right time with automatically generated follow-ups. You experience Copilot for Sales in Microsoft Teams through an integrated app that enhances Copilot's capabilities with sales-specific skills, data, and actions.

Sales Chat
Sales chat becomes the main interface for sales reps and managers to use for their key activities. Sales chat surfaces critical sales insights and helps users act on them. With these insights, users can more effectively pursue opportunities, grow existing accounts, and close deals. Sales chat uses shared knowledge about leads, opportunities, and accounts. It gives users access to historical emails and meetings. With this information, sellers can identify buying signals, conversation starters, and potential objections. These capabilities help sellers engage more strategically, speed up deal cycles, and improve win rates.

To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Microsoft 365 Copilot for Sales below: