Microsoft 365 Copilot (Sales agent): Get next-step recommendations while answering customer email
In Outlook, the Sales agent supports email drafting, follow-ups, and next-step recommendations based on CRM context, helping sellers keep deals moving.
How to do it
- Open a customer email in Outlook
- Open the Sales agent pane
- Review the suggested next steps and draft
Source
Source: Microsoft · https://learn.microsoft.com/en-us/microsoft-sales-copilot/introduction · Page updated Oct 13, 2026
Related use cases
- Microsoft 365 Copilot (Outlook): Summarize a long customer email thread before a call · Microsoft 365 Copilot (Outlook)
- Microsoft 365 Copilot (Outlook): Summarize an attached proposal, contract, or RFP file · Microsoft 365 Copilot (Outlook)
- Microsoft 365 Copilot (Outlook): Draft a customer follow-up email from a short prompt · Microsoft 365 Copilot (Outlook)
- Microsoft 365 Copilot (Teams): Recap a customer meeting with action items · Microsoft 365 Copilot (Teams)
- Microsoft 365 Copilot (Teams): Ask what you missed while the customer call is still live · Microsoft 365 Copilot (Teams)
- Microsoft 365 Copilot (Sales agent): Bring Dynamics 365 or Salesforce CRM data into Outlook and Teams · Microsoft 365 Copilot (Sales agent)
- Microsoft 365 Copilot (Sales agent): Capture insights and action items from Teams sales calls · Microsoft 365 Copilot (Sales agent)
- Microsoft Dynamics 365 Sales (Copilot): Prepare for every opportunity meeting in the next seven days · Microsoft Dynamics 365 Sales (Copilot)
Get The Sales Prompt Playbook free, plus The Next Best Action weekly email (optional; the hub stays open)