Microsoft 365 Copilot (Sales agent): Bring Dynamics 365 or Salesforce CRM data into Outlook and Teams
The Sales agent connects CRM data from Dynamics 365 Sales or Salesforce to Outlook and Teams, so sellers see account insights where they already work instead of switching apps.
How to do it
- Have a Microsoft 365 admin install the Sales agent
- Connect your CRM (Dynamics 365 or Salesforce)
- Open a customer email or meeting to see CRM context
Source
Source: Microsoft · https://learn.microsoft.com/en-us/microsoft-sales-copilot/introduction · Page updated Oct 13, 2026
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