Microsoft Copilot is Microsoft's enterprise AI platform, embedded directly into the tools most sales and operations teams already use: Outlook, Teams, Excel, PowerPoint, and Dynamics 365. For organisations standardised on Microsoft 365, Copilot is the most natural AI upgrade — it works inside existing workflows without requiring new tools or context switching.
Product Overview
Copilot for Sales connects Dynamics 365 (or Salesforce) to Outlook and Teams, surfacing CRM data in email compose, generating meeting summaries, and drafting follow-up emails with deal context pre-filled. Copilot for Excel can analyse sales data, generate forecasts, and create visualisations from natural language instructions. For RevOps teams deeply embedded in the Microsoft ecosystem, Copilot eliminates much of the administrative overhead that currently falls on reps — meeting notes, email drafts, CRM updates — without changing any tools.
Key Features
- Copilot for Sales: AI in Outlook and Teams that pulls CRM context into email composition, meeting prep, and follow-up generation.
- Copilot in Teams: AI meeting summaries, action items, and follow-up tasks generated automatically from Teams calls.
- Copilot in Excel: Analyse sales data, generate trend charts, and build models from natural language prompts — no formula expertise needed.
- Copilot in Outlook: Draft emails, summarise long threads, and get suggested replies based on context — directly in the inbox.
- Microsoft 365 Chat: Cross-app AI that can search across emails, Teams messages, documents, and calendar to answer questions about your work.
Best For
Enterprise revenue teams standardised on Microsoft 365 and Dynamics 365 (or Salesforce) that want AI embedded in their existing workflow without adopting new standalone tools.
Pricing
Microsoft 365 Copilot at $30/user/month (requires Microsoft 365 Business Standard or above). Copilot for Sales at $50/user/month (adds CRM-specific features).
Key Integrations
Microsoft Dynamics 365, Salesforce, Microsoft Teams, Outlook, Excel, SharePoint, OneNote
Pros
- Zero context switching — AI works inside tools teams already use
- Best Dynamics 365 and Outlook integration available
- Enterprise security and compliance (Microsoft data boundary)
- Excel AI analysis is genuinely powerful
Cons
- Requires Microsoft 365 — no standalone option
- High per-user cost adds up quickly
- Less versatile for non-Microsoft workflows
- Quality of outputs can be inconsistent vs. Claude/ChatGPT
