{"id":20051,"date":"2025-08-28T09:05:00","date_gmt":"2025-08-28T16:05:00","guid":{"rendered":"https:\/\/www.microsoft.com\/insidetrack\/blog\/?p=20051"},"modified":"2025-11-07T12:08:56","modified_gmt":"2025-11-07T20:08:56","slug":"closing-the-deal-with-microsoft-365-copilot-for-sales-at-microsoft","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/insidetrack\/blog\/closing-the-deal-with-microsoft-365-copilot-for-sales-at-microsoft\/","title":{"rendered":"Closing the deal with Microsoft 365 Copilot for Sales at Microsoft"},"content":{"rendered":"\n<aside class=\"wp-block-group aside-for-guide has-global-padding is-content-justification-right is-layout-constrained wp-container-core-group-is-layout-20b44f8d wp-block-group-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<figure class=\"wp-block-image alignleft size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"190\" height=\"190\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Microsoft-Digital-stories-badge.png\" alt=\"\" class=\"wp-image-19499\" style=\"object-fit:cover;width:75px;height:75px\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Microsoft-Digital-stories-badge.png 190w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Microsoft-Digital-stories-badge-150x150.png 150w\" sizes=\"auto, (max-width: 190px) 100vw, 190px\" \/><\/figure>\n\n\n\n<p class=\"has-body-xl-font-size wp-block-paragraph\" style=\"margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--spacing-8)\">Microsoft Digital stories<\/p>\n<\/aside>\n\n\n\n<p class=\"wp-block-paragraph\">We didn\u2019t just hope Microsoft 365 Copilot for Sales would make a difference for our sales team here at Microsoft\u2014we measured it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The results were outstanding.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the first few months after adopting Copilot for Sales, our sellers experienced the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"wp-block-list-item\">Per-seller revenue went up 9.4 percent<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Opportunity per seller grew by 5 percent<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Individual win rates jumped by 20 percent <\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">These aren\u2019t projections or pilot estimates. They\u2019re real results from real usage across our sales teams.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These numbers reflect more than just efficiency. They show that when AI is embedded in a sales workflow, it doesn\u2019t just save time\u2014it drives outcomes. Our sellers aren\u2019t hunting for data, they\u2019re capitalizing on leads and closing deals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The impact is clear. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copilot for Sales is helping Microsoft sellers focus on what matters most: building relationships, understanding customer needs, and winning business.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Understanding the need for AI-driven transformation<strong><\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">For years, our sellers have worked with a patchwork of tools\u2014MSX (our internal sales platform), Dynamics 365, Outlook, Teams, pipeline trackers, and more. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each serves a purpose, but together they created friction. <\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<div class=\"wp-block-columns is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex has-2-columns\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\">&#8220;We have great data across our tools. But it\u2019s a ton of information to drill into while you\u2019re going from call\u2013to\u2013call and you really just need to have a quick answer on something. That hasn\u2019t been easy to do in the past.&#8221;<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:128px\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/08\/Jeremy-Dollar.png\" alt=\"A photo of Dollar.\" class=\"wp-image-20055\" style=\"width:150px\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/08\/Jeremy-Dollar.png 500w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/08\/Jeremy-Dollar-300x300.png 300w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/08\/Jeremy-Dollar-150x150.png 150w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/figure>\n<\/div>\n<\/div>\n<cite>Jeremy Dollar, principal technology specialist, Microsoft Customer and Partner Solutions<\/cite><\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">In the past, sellers had to jump between systems to update forecasts, respond to customers, and satisfy internal reporting. The result was a fragmented experience that slowed them down. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sellers often felt they spent more time updating systems than engaging with customers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cWe have great data across our tools,\u201d says Jeremy Dollar, a principal technology specialist with Microsoft Customer and Partner Solutions (MCAPS). \u201cBut it\u2019s a ton of information to drill into while you\u2019re trying to work with the customer. You&#8217;re going from call\u2013to\u2013call and you really just need to have a quick answer on something to know in the moment what&#8217;s going on with that customer. That hasn\u2019t been easy to do in the past.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Dollar spends most of his time working in the Microsoft sales pipeline, helping Microsoft customers understand how they can benefit from Microsoft products and finding solutions to match their needs. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Our sellers also have the responsibility of updating sales data and maintaining CRM records.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It isn\u2019t anyone\u2019s favorite task. Whether it\u2019s MSX, Dynamics, Salesforce, or a myriad of other systems, manual data entry feels like a tax on their time. Forecasts lag. Pipelines go stale. And the tools meant to help end up getting in the way.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This complexity creates friction. Sellers have to jump between systems to find customer data, update opportunities, or prepare for meetings. The lack of integration can slow them down and pull focus away from customers. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cIt\u2019s the mundane work that nobody likes to do, but we all have to do it. It&#8217;s always been a sort of \u2018sales tax\u2019 that we all associate with the CRM,\u201d says Bob Lincavicks, a principal technical specialist with Microsoft Customer and Partner Solutions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The challenge isn\u2019t just technical\u2014it&#8217;s behavioral. Many sellers rely on personal systems like notebooks or spreadsheets to track contacts and deals. CRM becomes inconsistent, and data quality suffers as a result. Without a unified experience, sellers are left to stitch together their own workflows.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Moving into modern sales management with Copilot for Sales<strong><\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Enter Copilot for Sales.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copilot for Sales is our AI-powered assistant built specifically for sellers. It brings CRM data, productivity tools, and generative AI together\u2014right inside the Microsoft 365 apps sellers already use every day, like Outlook, Teams, Word, and Excel.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s not just another chatbot. It\u2019s a deeply integrated experience that helps sellers:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"wp-block-list-item\">Prepare for meetings with AI-generated summaries, recent email threads, and opportunity insights.<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Draft emails with CRM context and BANT (Budget, Authority, Need, Timeline) analysis.<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Update CRM records directly from Outlook or Teams\u2014no more switching tabs or searching through systems.<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Create tasks and follow-ups from meeting recaps with just a couple of clicks.<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Collaborate in real time using adaptive cards, deal rooms, and shared spaces in Teams.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Copilot for Sales is designed to proactively surface the information and capabilities that sellers need when they need it, in the flow of their work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s built on the same infrastructure as Microsoft 365 Copilot, meaning it benefits from enterprise-grade security, Microsoft Graph data, and seamless integration across the Microsoft ecosystem. And it works with multiple CRM systems like Dynamics 365 and Salesforce, so sellers can stay in the flow of work\u2014regardless of their CRM<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The result is less time spent on admin tasks and more time selling.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Keeping sellers in the flow<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Copilot for Sales isn\u2019t just a new tool. It\u2019s a new way of working\u2014one that\u2019s built around the seller, not the system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copilot for Sales transforms how Microsoft sellers work by delivering high-impact features directly into their daily flow. These aren\u2019t just enhancements\u2014they\u2019re game changers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Copilot for Sales is there for sellers in the tools they already use\u2014Outlook and Teams. Instead of toggling between systems, they\u2019re seeing customer emails, account insights, opportunity data, and meeting history all in one place.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When a seller opens an email, Copilot surfaces the full conversation thread, shows related opportunities, and highlights recent meetings. During calls, it captures insights and follow-ups. Afterward, it prompts sellers to log notes, create opportunities, and assign tasks\u2014without ever opening the CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This integration saves time and reduces friction. Sellers no longer jump between apps or lose momentum. They work where the action is.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<div class=\"wp-block-columns is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex has-2-columns\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\">&#8220;Copilot for Sales connects all the disparate tools our sellers use. Before, all of that information was spread out and tedious to find. Now it&#8217;s readily accessible in the context of where a seller is working, whether in Outlook, Teams, Word, or otherwise.&#8221;<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:150px\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/08\/Denise-Mills.png\" alt=\"Mills poses in a photo.\" class=\"wp-image-20056\" style=\"width:150px\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/08\/Denise-Mills.png 500w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/08\/Denise-Mills-300x300.png 300w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/08\/Denise-Mills-150x150.png 150w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/figure>\n<\/div>\n<\/div>\n<cite><strong>Denise Mills, senior business program manager, Microsoft Digital<\/strong><\/cite><\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">Our sellers use natural language to interact with CRM data. They can ask questions like \u201cWhat\u2019s the latest with this opportunity?\u201d or \u201cSummarize my last meeting,\u201d and get instant, contextual answers. This cuts down on prep time and helps sellers stay focused.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They can also summarize long email threads with a single click, capture leads from Outlook, and draft replies using CRM insights. Meeting prep is faster, follow-ups are automated, and CRM updates happen in the background.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One standout feature is the ability to create and edit CRM opportunities directly from Outlook. Sellers no longer need to switch tools or re-enter data\u2014they do it all in the moment, in the app they\u2019re currently using.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8220;Copilot for Sales connects all the disparate tools our sellers use,&#8221; says Denise Mills, a senior business program manager with Microsoft Digital, the company\u2019s IT organization. &#8220;Before, all of that information was spread out and tedious to find. Now it&#8217;s readily accessible in the context of where a seller is working, whether in Outlook, Teams, Word, or otherwise.&#8221;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;Copilot for Sales helps sellers to quickly get ready for an upcoming customer engagement. It captures and summarizes the main points from recent interactions, helping sellers focus on the key points and make the meeting meaningful.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These features don\u2019t just make work easier\u2014they make sellers more effective.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Copilot for Sales: a day in the life<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Microsoft sellers are using Copilot for Sales to streamline their day from start to finish\u2014and the impact is showing up in every part of their workflow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When preparing for meetings, sellers are reviewing summaries of past interactions, opportunity history, and forecast comments\u2014all surfaced automatically in Outlook or Teams. They\u2019re walking into customer conversations with full context, without having to dig through CRM records or email threads.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">During meetings, Copilot is capturing action items, identifying sentiment, and tagging key participants. Sellers are staying focused on the conversation instead of scrambling to take notes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After meetings, they\u2019re turning those insights into tasks and CRM updates with just a few clicks. Follow-up emails are being drafted automatically. Opportunities are being created or updated in real time. Sellers are staying in the flow, and nothing is falling through the cracks.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cI don\u2019t feel like I have to spend 90 percent of my call taking notes,\u201d Lincavicks says<strong>. \u201c<\/strong>I can be much more present and involved in the call itself.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Deploying Copilot for Sales at Microsoft<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Our journey began with a pilot. Microsoft launched Copilot for Sales inside our small, medium, and corporate (SMC) sales organization, where sellers were managing high account volumes and needed faster, more efficient ways to stay on top of their work. The pilot wasn\u2019t small\u2014eventually, it included the entire SMC group.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From the start, the focus was on learning. The team ran learning days, hosted academies, and delivered demos to help sellers understand how to use Copilot for Sales in their daily flow. These sessions weren\u2019t just about training\u2014they were about listening. Feedback from SMC sellers helped shape the product and guide future development.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That early momentum laid the foundation for broader adoption. It provided real-world insights, real usage data, and a clear sense of what sellers needed most.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Moving to enterprise scale<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">After proving success in SMC, we began expanding Copilot for Sales across the enterprise. The early pilot gave the team a head start\u2014an audience that was already engaged, trained, and providing feedback. That momentum made it easier to scale.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The rollout wasn\u2019t just technical\u2014it was strategic. We in Microsoft Digital, the company\u2019s IT organization, partnered with Microsoft Customer and Partner Solutions (MCAPS), a global organization within Microsoft that brings together customer-facing teams and partner-facing teams to drive customer success and grow the business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The MCAPS team worked with our IT change management teams to build a global adoption plan. They ran learning days, hosted demos, and worked closely with adoption leads in every region. The goal was to meet sellers where they were and show them how Copilot could fit into their daily workflows.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Creating real change and improvement as Customer Zero<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">As the first and most active adopters of Copilot for Sales, our internal sales teams are acting as <a href=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/how-microsoft-digital-improves-its-own-employee-experience-and-yours-as-customer-zero\/\">Customer Zero<\/a>. By putting Copilot into the hands of our sellers first, we can collect honest, in-depth feedback that the Copilot for Sales product team uses to rapidly iterate on new features based on genuine user needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Customer Zero means that the organization is not only adopting the technology but also shaping it, stress-testing workflows, and surfacing opportunities for improvement before sharing with the broader market.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cOur sellers are co-creators, actively influencing the future of Copilot for Sales,\u201d Mills says. \u201cThe Customer Zero approach ensures that by the time Copilot for Sales reaches external customers, it&#8217;s already been refined by some of the most demanding and insightful users in the industry.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Mills and her team work as a bridge between Microsoft sellers and the Copilot for Sales product team. They drive feedback loops, gathering insights from internal users\u2014primarily sellers\u2014and deliver that feedback directly to the product teams. This includes organizing research sessions, facilitating direct interactions between sellers and product managers, and ensuring feedback reflects global perspectives. Feedback from regions such as Japan, China, and Europe was crucial, especially in contexts involving language challenges or compliance with local regulations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One of the primary ways Mills and her team capture feedback is through structured, role-specific listening circles. These sessions bring together our sellers, product specialists, and managers to share what\u2019s working, what\u2019s not, and what they need next from Copilot for Sales.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each session is guided by a whiteboard framework and includes interactive polls, open discussions, and targeted prompts. We\u2019re asking sellers about their workflows, their friction points, and how Copilot fits\u2014or doesn\u2019t fit\u2014into their day. The goal is to surface barriers to adoption, identify unmet needs, and gather ideas for improvement.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Nurturing an active user community<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019re driving Copilot for Sales adoption through hands-on, role-specific enablement. It started with learning days and live demos across SMC and enterprise teams. These sessions are continuing today, helping sellers see how Copilot fits into their daily flow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In one session, sellers walk through how to use Copilot to prep for a meeting, capture notes, and update CRM\u2014all without leaving Outlook. In another, they practice using natural language prompts to summarize email threads or generate follow-up tasks. These aren\u2019t just demos\u2014they\u2019re working sessions that show real value.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Champions are playing a key role. Microsoft is identifying early adopters who are enthusiastic about Copilot and equipping them with deep-dive resources. These champions are hosting office hours, answering questions, and sharing tips with their teams.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This grassroots approach is building momentum. Sellers aren\u2019t just learning Copilot for Sales\u2014they\u2019re teaching it, sharing it, and embedding it into how they work.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Creating seller-focused benefits<strong><\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The result is that Microsoft sellers are going beyond using Copilot for Sales\u2014they\u2019re relying on it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cThe CRM used to feel like a tax. Now it delivers value,\u201d Lincavicks says. \u201dCopilot for Sales has made CRM data feel alive. For the first time, I feel like there\u2019s the ability for my data to meet me wherever I want to do my work.\u201d<strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s a recurring sentiment across our sellers and it\u2019s a signal that the relationship between sellers and their tools is changing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019ve reached a turning point. When we first introduced Copilot for Sales, we were optimistic. We had a vision of what AI could do for sellers, but we didn\u2019t yet have the proof. Now we do.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This isn\u2019t just a story about new features. It\u2019s about measurable impact. Sellers are seeing real gains in productivity, pipeline, and win rates. And they\u2019re doing it without having to change how they work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">While Copilot for Sales certainly provides convenience to sellers, the biggest benefit is confidence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cCopilot for Sales is incredibly helpful for getting ready for any type of customer engagement,\u201d Dollar says. \u201cIt\u2019s incredibly valuable to have that information proactively brought to your attention. It\u2019s not about saving time at the end of the day, it\u2019s about being able to be better and do more with the time that I have.\u201d<strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The feedback is clear; Copilot for Sales isn\u2019t just helping sellers work faster, it\u2019s helping them work smarter, with more focus, more clarity, and more impact.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<div class=\"wp-block-columns is-not-stacked-on-mobile is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex has-2-columns\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\u201cIt\u2019s not just about making sellers more impactful\u2014it\u2019s about simplifying their world. They can create opportunities, update contacts, and capture meeting insights\u2014all without leaving their flow of work. Simplification and ease of use drive impact.\u201d<strong><\/strong><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:150px\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"500\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/08\/Kevin-Wooldridge.png\" alt=\"Wooldridge poses in a photo.\" class=\"wp-image-20057\" style=\"width:150px\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/08\/Kevin-Wooldridge.png 500w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/08\/Kevin-Wooldridge-300x300.png 300w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/08\/Kevin-Wooldridge-150x150.png 150w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/figure>\n<\/div>\n<\/div>\n<cite><strong>Kevin Wooldridge, senior director of business programs, Microsoft Digital<\/strong><\/cite><\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">That\u2019s a big deal. Especially in a company like Microsoft, where the sales ecosystem is notoriously complex. If we can simplify the experience here, we can do it anywhere.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This moment matters because we\u2019ve moved from promise to performance. From pilots to platform. From hoping AI would help to knowing it does.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cIt\u2019s not just about making sellers more impactful\u2014it\u2019s about simplifying their world,\u201d says Kevin Wooldridge, a senior director of business programs within Microsoft Digital. \u201cThey can create opportunities, update contacts, and capture meeting insights\u2014all without leaving their flow of work. Simplification and ease of use drive impact.\u201d<strong><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Looking forward<strong><\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019ve moved from promise to proof with Copilot for Sales. Now we\u2019re building what\u2019s next.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We believe the future of Copilot for Sales is agentic. We\u2019re evolving from a conversational assistant to a proactive partner that can act on behalf of the seller. The approach is less \u201ctell me what to do\u201d and more \u201cI\u2019ve already done it.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019re piloting Lead Intelligence Agents that research prospects, draft outreach, and follow up automatically. Opportunity Intelligence Agents summarize recent interactions, flag risks, and suggest next steps. And Meeting Prep Agents surface possible objections, key stakeholders, and action items before a seller even joins the call.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019re also integrating Copilot more fully into the tools sellers already use. In Outlook, sellers can now update CRM records directly from email banners, share CRM data with a simple @mention, and generate follow-ups with context-aware prompts. In Teams, meeting recaps now trigger opportunity creation and task assignments\u2014even less jumping between systems.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The next generation of sellers won\u2019t just use AI\u2014they\u2019ll rely on it. And they\u2019ll outperform those who don\u2019t. Sellers using Microsoft 365 Copilot for Sales are already closing more deals, faster. They\u2019re saving time, staying in the flow, and focusing on what matters.<\/p>\n\n\n\n<div class=\"wp-block-group has-global-padding is-content-justification-left is-layout-constrained wp-container-core-group-is-layout-c0392459 wp-block-group-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-7db9d80f wp-block-group-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<figure class=\"wp-block-image alignleft size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"190\" height=\"190\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Key-takeaways-badge.png\" alt=\"\" class=\"wp-image-19493\" style=\"object-fit:cover;width:75px;height:75px\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Key-takeaways-badge.png 190w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Key-takeaways-badge-150x150.png 150w\" sizes=\"auto, (max-width: 190px) 100vw, 190px\" \/><\/figure>\n\n\n\n<p class=\"has-body-xl-font-size wp-block-paragraph\" style=\"margin-top:var(--wp--preset--spacing--spacing-24);margin-bottom:0;padding-top:var(--wp--preset--spacing--spacing-24)\">Key takeaways<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;re looking to successfully adopt Copilot for Sales, here are some practical actions you can take to maximize its advantages:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"wp-block-list-item\"><strong>Integrate Copilot for Sales into your sellers\u2019 daily workflow.<\/strong> Encourage your team to start using Copilot for Sales within Outlook and Teams to seamlessly manage CRM updates, generate follow-ups, and complete tasks without leaving your core platforms.<\/li>\n\n\n\n<li class=\"wp-block-list-item\"><strong>Leverage productivity-boosting features.<\/strong> Utilize the automation and smart suggestion features of Copilot for Sales to streamline sales activities, reduce manual effort, and dedicate more time to building strong connections with customers.<\/li>\n\n\n\n<li class=\"wp-block-list-item\"><strong>Hold enablement sessions.<\/strong> Participate in live demos and training events and explore role-specific resources to quickly develop expertise and unlock the full value of Copilot for your team.<\/li>\n\n\n\n<li class=\"wp-block-list-item\"><strong>Prepare for future capabilities.<\/strong> Stay updated on new innovations like Lead Intelligence Agents and Meeting Prep Agents so you can adopt emerging features that will further enhance your sales strategy.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group has-global-padding is-content-justification-left is-layout-constrained wp-container-core-group-is-layout-c0392459 wp-block-group-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-7db9d80f wp-block-group-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<figure class=\"wp-block-image alignleft size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"190\" height=\"190\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Try-it-out-badge.png\" alt=\"\" class=\"wp-image-19492\" style=\"object-fit:cover;width:75px;height:75px\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Try-it-out-badge.png 190w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Try-it-out-badge-150x150.png 150w\" sizes=\"auto, (max-width: 190px) 100vw, 190px\" \/><\/figure>\n\n\n\n<p class=\"has-body-xl-font-size wp-block-paragraph\" style=\"margin-top:var(--wp--preset--spacing--spacing-24);margin-bottom:0;padding-top:var(--wp--preset--spacing--spacing-24)\">Try it out<\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/copilot\/copilot-for-sales?OCID=InsideTrack_Product_10731\" target=\"_blank\" rel=\"noreferrer noopener\">Take a guided tour of Microsoft 365 Copilot for Sales.<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group has-global-padding is-content-justification-left is-layout-constrained wp-container-core-group-is-layout-c0392459 wp-block-group-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-7db9d80f wp-block-group-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<figure class=\"wp-block-image alignleft size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"190\" height=\"190\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Related-links-badge.png\" alt=\"\" class=\"wp-image-19491\" style=\"object-fit:cover;width:75px;height:75px\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Related-links-badge.png 190w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Related-links-badge-150x150.png 150w\" sizes=\"auto, (max-width: 190px) 100vw, 190px\" \/><\/figure>\n\n\n\n<p class=\"has-body-xl-font-size wp-block-paragraph\" style=\"margin-top:var(--wp--preset--spacing--spacing-24);margin-bottom:0;padding-top:var(--wp--preset--spacing--spacing-24)\">Related links<\/p>\n<\/div>\n\n\n\n<ul style=\"margin-top:var(--wp--preset--spacing--spacing-20)\" class=\"wp-block-list\">\n<li class=\"wp-block-list-item\"><a href=\"https:\/\/techcommunity.microsoft.com\/blog\/microsoft365copilotblog\/how-we-measured-the-business-impact-of-copilot-on-sales-at-microsoft\/4402144\" target=\"_blank\" rel=\"noreferrer noopener\">Find out how we are measuring the business impact of Copilot on sales at Microsoft.<\/a><\/li>\n\n\n\n<li class=\"wp-block-list-item\"><a href=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/see-how-were-simplifying-our-sales-with-ai-powered-microsoft-viva-sales\/\">Learn how we\u2019re simplifying our sales with AI-powered Microsoft 365 Copilot for Sales.<\/a><\/li>\n\n\n\n<li class=\"wp-block-list-item\"><a href=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/seven-things-we-learned-deploying-microsoft-sales-copilot-at-microsoft\/\">Check out these seven things we Learned deploying Microsoft Copilot for Sales at Microsoft.<\/a><\/li>\n\n\n\n<li class=\"wp-block-list-item\"><a href=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/the-power-of-ai-in-microsoft-viva-sales-insights-from-lori-lamkin-and-nathalie-dhers\/\">Find out how we\u2019re using AI-powered Copilot for Sales at Microsoft.<\/a><\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-group has-global-padding is-content-justification-left is-layout-constrained wp-container-core-group-is-layout-c0392459 wp-block-group-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-container-core-group-is-layout-7db9d80f wp-block-group-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<figure class=\"wp-block-image alignleft size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"190\" height=\"190\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Wed-like-to-hear-from-you-badge.png\" alt=\"\" class=\"wp-image-19490\" style=\"object-fit:cover;width:75px;height:75px\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Wed-like-to-hear-from-you-badge.png 190w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2025\/07\/Wed-like-to-hear-from-you-badge-150x150.png 150w\" sizes=\"auto, (max-width: 190px) 100vw, 190px\" \/><\/figure>\n\n\n\n<p class=\"has-body-xl-font-size wp-block-paragraph\" style=\"margin-top:var(--wp--preset--spacing--spacing-24);margin-bottom:0;padding-top:var(--wp--preset--spacing--spacing-24)\">We&#8217;d like to hear from you!<\/p>\n<\/div>\n\n\n\n<ul style=\"margin-top:var(--wp--preset--spacing--spacing-20)\" class=\"wp-block-list is-style-list-no-bullets\">\n<li class=\"wp-block-list-item\"><a href=\"mailto:msitstaff@microsoft.com\">Want more information? Email us and include a link to this story and we\u2019ll get back to you.<\/a><\/li>\n<\/ul>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft Digital stories We didn\u2019t just hope Microsoft 365 Copilot for Sales would make a difference for our sales team here at Microsoft\u2014we measured it. The results were outstanding. In the first few months after adopting Copilot for Sales, our sellers experienced the following: These aren\u2019t projections or pilot estimates. They\u2019re real results from real [&hellip;]<\/p>\n","protected":false},"author":92,"featured_media":20053,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":true,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_hide_featured_on_single":false,"_show_featured_caption_on_single":true,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[882],"tags":[199,89,852,827,588],"coauthors":[550],"class_list":["post-20051","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-it-strategy","tag-ai","tag-digital-transformation","tag-it-and-business-operations","tag-microsoft-365-copilot","tag-microsoft-dynamics-365","m-blog-post"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ 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