Use Copilot for Sales app during a meeting
The Copilot for Sales app in Microsoft Teams helps you prepare for and conduct meetings with your sales contacts. You can view the meeting preparation card, view and edit the connected CRM record, and get real-time sales tips during the meeting. These features help you stay focused on the meeting and close deals faster.
License requirements
Capabilities mentioned in this article are available to users with either the older Sales Copilot license or the newer Copilot for Sales license.
Open the Copilot for Sales app
Select the Copilot for Sales icon on the meeting toolbar. The Copilot for Sales panel opens on the right side of the meeting window. If you don't see the Copilot for Sales icon, select Apps and then select Copilot for Sales.
Note
You must invite at least one connected contact for Outlook to add the Copilot for Sales app to the meeting.
If the meeting is connected to an opportunity in CRM, an opportunity summary card is displayed showing the key details and status of the current opportunity.
The connected record appears in the Connected to card. If the meeting isn't connected and saved to CRM, a message appears to save and connect the meeting to a CRM record. For details about saving a meeting to CRM, see Save Outlook activities to your CRM.
View and edit connected record details
With the Copilot for Sales app, you can view and edit the connected CRM record during the meeting in Teams. The app helps you access and update the CRM record in the flow of your work.
Note
You must save and connect the meeting to a CRM record to view details of the connected record.
In the Connected to card, select the record to see its details in the Copilot for Sales panel.
You can also open a record in CRM to view its complete details. The record details open in a new tab. Perform either of the following actions to open a record in CRM:
Hover over the record, select More actions (...), and then select Open in (CRM).
Select the record to see its details in the Copilot for Sales panel, select More actions (...), and then select Open in (CRM).
Copy link to connected record
You can copy a link to the connected record and then share it in a Teams chat or an email message. When you paste the record's link into a Teams chat, it will unfurl into a rich adaptive card. When you paste the record's link in an email message, a link to the record is pasted.
Hover over the record and select More actions (...) > Copy link.
Alternatively, you can select the connected record to open its details, and then select More actions (...) > Copy link.
Edit the connected record
Select More actions (...) > Edit record.