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Microsoft 365 Copilot for Sales vs Copilot in Dynamics 365 Sales docs

Both are ai suite tools. Microsoft 365 Copilot for Sales: Microsoft's Sales agent brings CRM insights into Outlook and Teams for Dynamics 365 Sales or Salesforce users. Copilot in Dynamics 365 Sales docs: The chat assistant inside Dynamics 365 Sales, now converging with the Sales agent.

Features and pricing come from each vendor's own pages. Verdicts, pros, cons, and setup estimates are our opinion. We have not tested either product hands-on. Methodology.

Microsoft 365 Copilot for SalesCopilot in Dynamics 365 Sales docs
CategoryAI SuiteAI Suite
Works withMicrosoft, SalesforceMicrosoft
Best forSales teams on Microsoft 365 using Dynamics 365 Sales or SalesforceDynamics 365 Sales sellers and managers
Key features (vendor)
  • Tailored insights from Dynamics 365 Sales or Salesforce
  • Captures insights and action items from calls
  • Email drafting, follow-ups, and next-step recommendations
  • Works inside Outlook and Teams
  • Natural language chat and predefined prompts
  • Customer updates, new assignments, and meeting prep
  • Information from SharePoint
  • Only uses records and files the signed-in user can access
Pricing (as published)Not verifiedNot verified
Setup (our estimate)ModerateEasy
Pros (our view)
  • Works with Salesforce as well as Dynamics
  • Lives where reps already work
  • Respects existing record permissions
  • Built into the CRM
Cons (our view)
  • Licensing details are not on this page
  • Not available on Dynamics 365 Customer Engagement on-premises
  • Microsoft is steering users to the Sales agent
  • Licensing details are on a separate page

Our take on Microsoft 365 Copilot for Sales

Microsoft now calls this the Sales agent: it surfaces Dynamics 365 Sales or Salesforce data inside Outlook and Teams for email drafting, call insights, and next steps. That it works with Salesforce, not only Dynamics, is in our view its most underrated detail. Licensing requirements apply and it is not available on Dynamics 365 Customer Engagement on-premises.

Our take on Copilot in Dynamics 365 Sales docs

Copilot in Dynamics 365 Sales lets sellers ask about records, prep for meetings, read account news, and pull information from SharePoint. Microsoft says the Sales agent is the evolution of this experience and will become the preferred way to access Copilot in Dynamics 365 Sales. In our view new rollouts should plan around the Sales agent.