Microsoft Sales Copilot is easy to deploy
from the Microsoft 365 admin center.
Expand settings and select integrated
apps.
Select get apps.
In the AppSource search box type in
Sales Copilot.
Select Get it Now on the Sales Copilot
for Microsoft Outlook app.
Ensure Sales Copilot for Microsoft
Outlook app is selected, then select
which users or groups will get the addin.
Permissions must be approved for the
Outlook add in.
You're now ready to finish deployment.
After a moment the deployment will
complete and bring you back to the
integrated apps page within the admin
center.
The next step is to deploy the Sales
Copilot Teams app using a setup policy
within the Microsoft Teams Admin Center.
Within the teams admin center, expand
teams app and select setup policies from
the side panel.
Press the add button to create a new
policy.
Give the policy a friendly name.
In the Installed app section, press the
Add Apps button and search for Sales
Copilot.
Once found, select the add button.
You can also auto pin the Sales Copilot
app for easy access by your users.
Once complete, select save.
Next we can assign the new policy to a
user group.
Select the group policy assignment tab,
then select add.
Search for and add the group you want to
assign the policy to. Ideally,
this is the group that sellers belong to.
You can then change the ranking if you
like, and then select the policy you
created earlier followed by the apply
button. It may take a bit of time for the
deployment to complete. When ready, you
can open Outlook and find the Sales
Copilot add in Installed as well as the
Teams app within Teams.
Sales Copilot applies your organization's
existing CRM access controls and user
permissions. Administrators must have
correct permissions to customize their
CRM systems, and users must have the
correct permissions to view, update, and
create records in their CRM systems from
Sales Copilot. See the online
documentation for details on configuring
permissions for Dynamics 365 or
Salesforce CRM users.
Users will need to sign into their CRM of
choice to get started from within the
Sales Copilot Outlook side panel.
If Sales Copilot doesn't show up in the
e-mail action menu, it can be added by
selecting Customize actions within the
overflow menu.
Selecting the Sales Copilot icon will
open up the Sales Copilot side panel.
The user can now sign into their CRM
system of choice by selecting the Sign in
button. Once signed in, they will have
the full power of Sales Copilot at their
fingertips.
With the Sales Copilot panel sellers can
use the power of generative AI to quickly
reply to an e-mail and make adjustments
prior to sending.
Here you can see how easy it is to
connect an e-mail to your CRM system.
In this example, as the seller replies to
a customer, Sales Copilot detects they
are a CRM customer and presents a banner
to open Sales Copilot and get sales
information directly in Outlook and help
them close deals faster.
Here you can see how the CRM contact
information is directly modified within
Outlook, keeping the seller within their
flow of work.
They can even copy CRM links to
collaborate with colleagues as they're
working on deals.
Pin the panel to get the power of Sales
Copilot as you navigate your inbox.
Sales Copilot can even summarize long
emails for you.
Sellers can collaborate within Teams by
pasting in CRM links copied from Outlook.
The links are then unfurled into rich
adaptive cards.
Sellers will also discover the pinned Sales
Copilot message extension with advanced
search capabilities to embed any CRM
object into the conversation.
Sales Copilot can be customized from
within the Sales copilot Teams personal
app by a CRM administrator
Launch the personal app from the left
panel within teams.
Select the Settings tab and if the signed
in user is a CRM admin they will see
settings.
The first set of settings are related to
enabling or disabling AI features.
Under the form section, record types and
their fields can be customized, including
adding or removing fields, reordering
fields, and setting key fields that show
up within the side panel.
If you now go to Teams or Outlook, you
will see your field changes within the
Adaptive Cards or within Outlook in the
Sales Copilot side panel.
See the documentation to learn more about
other Sales Copilot features such as
collab spaces or conversation
intelligence, which may require
additional configuration.