Microsoft Sales Copilot Explained: AI for CRM in Outlook and Teams

Microsoft Sales Copilot (formerly Viva Sales) brings generative AI (AI that generates content for you) into Outlook, fully connected with your CRM (Dynamics 365 or Salesforce), allows you to create and edit CRM data directly from Outlook, summarises your emails, generates action points from your Teams calls, and much more. In this video I take you through the full capabilities and roadmap for Sales Copilot, explaining what it is and how to use it. Timestamps: 0:00 - What is Sales Copilot? 1:24 - Update and create CRM data in Outlook 3:59 - Configure the Forms for CRM data entry in Outlook 6:21 - Generative AI for Sales 10:05 - Sales Copilot for Teams 13:10 - Roadmap 15:40 - Licensing **************************** Connect with me: Twitter: https://twitter.com/LisaCrosbie LinkedIn: https://www.linkedin.com/in/lisa-crosbie/ ****************************