Home / Tools / Copilot in Dynamics 365 Sales docs
Copilot in Dynamics 365 Sales docs
The chat assistant inside Dynamics 365 Sales, now converging with the Sales agent.
AI Suite · integration doc · Setup: Easy (our estimate) · Last verified 2026-10-14
Our take
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.
Opinion based on the vendor's published documentation. We have not tested this product hands-on. How we review.
Key features
- 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
From the vendor's page: learn.microsoft.com
Pros (our view)
- Respects existing record permissions
- Built into the CRM
Cons (our view)
- Microsoft is steering users to the Sales agent
- Licensing details are on a separate page
Comparisons
Alternatives to Copilot in Dynamics 365 Sales docs
- Microsoft 365 Copilot for Sales
Microsoft's Sales agent brings CRM insights into Outlook and Teams for Dynamics 365 Sales or Salesforce users.
- Salesforce Agentforce
Salesforce's native agent platform, the natural choice for orgs already on Salesforce clouds.
- HubSpot Breeze AI
HubSpot's own AI layer, the default starting point for teams already on HubSpot.
Related workflows
- Microsoft Dynamics CRM Tool MCP Server (all 5 operations)
- Automate Microsoft Teams Meeting Analysis with GPT-4.1, Outlook & Mem.ai
- Microsoft Outlook AI Email Assistant with contact support from Monday and Airtable