Select Show summary in the banner message (for meetings) ) and then select Sales Copilot (in Simplified ribbon) While reading an email or opening a meeting Select Show details in the banner message (for meetings) Select U se Copilot now in the banner message (for emails) Select Sales Copilot on the ribbon (in Classic ribbon) While drafting an email or creating a meeting You can open Sales Copilot using any of the following options: Note: This feature is available only for customers in United States and Europe. For a more enriched experience with CRM data, you must sign in to your Dynamics 365 or Salesforce CRM account.
You can use basic capabilities like email drafting and email summarization without signing in to your CRM.
You can use Sales Copilot and AI capabilities in Outlook without signing in to your CRM. If you don’t have access to Sales Copilot, ask your administrator to install it. You can get related information from CRM at your fingertips, save activities (such as emails and meetings) to CRM, and get an overview of recent interactions with your customers. It gathers information from your CRM system and Microsoft Office and enriches it with actionable insights, so you can be more effective right where you spend most of your day. Sales Copilot helps you prepare for your engagements. Videos and screenshots will be updated with the new name soon.Īs a seller, you communicate with a lot of potential customers by email. Note: Viva Sales is rebranded as Microsoft Sales Copilot in July 2023.
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