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Copilot is an AI assistant in Dynamics 365 Sales that helps sales teams be more productive and efficient in their daily work. It has a chat interface that sellers can use to get a quick summary of their opportunity and lead records, catch up on recent changes to their records, prepare for meetings, and read the latest news about their accounts. Sellers can chat with Copilot in natural language or use predefined prompts to get the information they need. Learn how to use Copilot in Dynamics 365 Sales.
Sales is also available as an app in Outlook and in Teams. By using it, sellers can capture, view, and update their customer account data in the apps they use every day. The app has generative AI capabilities such as record summarization and email content generation. Learn more about Sales in Microsoft 365 Copilot and its generative AI capabilities.
Licensing requirements
Learn more about the licensing requirements for Copilot in Dynamics 365 Sales, Outlook, and Teams in the Dynamics 365 licensing guide and view the comparison table to compare features across different licensing plans.
Data security and privacy
Copilot in Dynamics 365 Sales can only get information from records and files that the signed-in user has access to. Learn more at Data security and Privacy.
Chat in natural language or use predefined prompts
Copilot in Dynamics 365 Sales supports natural language chat. You can ask Copilot questions related to your sales records or sales-specific terms. You can also use predefined prompts to get the information you need. Copilot provides suggestions for prompts based on the context of the record you're viewing.
Learn more in Ask questions of Copilot in Dynamics 365 Sales.
Copilot in Dynamics 365 Sales capabilities
| Feature | Description | Learn more |
|---|---|---|
| Record summarization | Generates a concise summary of key information from sales records such as leads, opportunities, and accounts. | Summarize records with Copilot |
| Embedded experiences | Integrates AI-generated summaries and insights directly within the lead and opportunity forms. | View the opportunity summary widget Lead summary after lead qualification |
| Recent changes to records | Highlights recent updates and changes to sales records help sellers stay informed about the latest developments to their records. | Ask Copilot about recent changes to your sales records |
| Information assistance | Provides content recommendations and answer to questions from documents stored in SharePoint. | Use Copilot to get content recommendations and answers from SharePoint |
| Meeting preparation | Helps sellers prepare for upcoming meetings by summarizing relevant information from sales records associated with the meeting. | Prepare for upcoming sales appointments |
| Email assistance | Helps sellers compose professional-looking emails, summarize email conversations to add to your customer notes, and give you reminders to follow up on unanswered emails. | Use Copilot Email assist Display unanswered emails |
| News updates | Summarizes relevant news updates about customers and prospects. | Show the latest news about an account |
Region availability and languages supported
Copilot in Dynamics 365 Sales is available in regions and languages listed in the Copilot international availability report. Learn how to use the report.
Copilot takes into account the user's preferred UI language and localizes responses based on that preference. Depending on the user's preferred UI language, org language, and languages supported for a specific Copilot feature, the responses are localized accordingly. The following table summarizes the expected behavior in different scenarios:
| Base language of the org | Preferred UI language of the user | Expected behavior |
|---|---|---|
| English | English | Output in English |
| English or non-English | One of the supported non-English languages | Output in the preferred UI language of the user. |
| English or non-English | An unsupported language | Output is unpredictable as the language is unsupported. The responses are mixed with English and the user language. Use one of the supported Copilot languages. |
We're continuously working to expand the availability of Copilot features in more regions and languages. If you don't see your region or language listed in the report, check back later for updates.
How to use the Copilot international availability report
The Copilot international availability report provides information about the availability of Copilot in Dynamics 365 Sales features across different regions and languages.
You can filter the Copilot international availability report by product name, region, and language to know whether a Copilot feature is available in your specific region and language. Alternatively, you can use the report to get a list of Copilot features available in your region and preferred language. The following screenshot illustrates Copilot in Dynamics 365 Sales features available in Europe and are supported in German:
The Release Wave column indicates the release wave that provides the support.