Microsoft Copilot for Sales Explained

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Microsoft Copilot for Sales is available from 1 February 2024, and this replaces Sales Copilot. Here's my guide to the licensing and how to buy it - whether you're an existing Dynamics 365 user, Salesforce user, or Copilot for Microsoft 365 user.

All information is current at the time of recording (Feb 5, 2024) but please check this FAQ and the licensing guide for further details and updates.

0:00 - Microsoft Copilot for Sales Licensing Explained
1:16 - Copilot in Dynamics 365 Sales
3:08 - What more do you get with Microsoft Copilot for Sales
6:15 - Minimum License Requirements
7:29 - Microsoft Copilot for Sales Pricing and Features
9:06 - You already have Microsoft Sales Copilot
9:55 - You already have Dynamics 365 Sales Enterprise
11:58 - You already have Dynamics 365 Sales Premium
13:27 - You already have Copilot for Microsoft 365
14:15 - Learn more about Microsoft Copilot for Sales

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This is one of the best videos on this topic to decipher all the craziness of naming. Thanks Lisa.

ArafatTehsin
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Seeing that example from MS Copilot for Sales, where it wrote up a word document summarizing your interactions and information about the client? Reminded me of someone else I follow who said - think of Copilot as an enthusiastic intern. Dont expect it to do more than an intern could do - but i can think of a lot of things I would like an enthusiastic intern to do for me. Yes - like prepare a cheat-sheet for you about the clients you have to meet with so you can just skim that before the meeting and be informed.

caraziegel
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Thank you for the clear explanation. It really confuses me until I watch your video.

NB-PigPig
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What a nightmare! You did well to explain it!

blakgsr
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Nice video, but I am still confused of the behavior in our envrionment. We are having D365 Sales Professional Licences and are able to use Copilot for Sales in Outlook without buying any licences for Copilot at all. Is that default or maybe a bug?

sdenk
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So confusing. MS need to simplify their product launches.
Great video and thank you for explaining the differences 👍

noisyboy
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A great explanation of a changing landscape. Let's hope Microsoft stick with this for a while or they will start to make this all too hard. Let's hope! Great job as always Lisa

nigelbradley
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Thank you Lisa. Do you know where I enable the Full Screen view? Microsoft Learn does not tell....

jakoborneberg
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When the conversational intelligence has completed, does it pass that information/link back to the account record in the main CRM?

stevebarnhurst
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OK, so as great as that video is, I've watch that about 5 times and I still don't know what to do! I have Dynamics 365 Sales Enterprise, Microsoft 365 E3, and Copilot for Microsoft 365. I want to get my hands on Copilot for Sales. Would I get it included if I simply upgraded to Dynamics 365 Sales Premium? Or would I still need to add it separately. Help! (and thankyou).

lloydharris
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I still dont understand why Microsoft makes licensing so difficult to understand. They would make life so much simpler and sell more if they didnt confuse people.

mooham
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Does Copilot for Sales support third party CRM's?

nickgoodall-evso
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Am I the only one getting bombarded with multiple requests from my users that Sales Copilot (oh I'm sorry, COPILOT FOR SALES) won't load in Outlook? Microsoft, why are you doing this to us Dynamics admins?

wrong_train
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So, this is the Copilots Sales, Sales Copilot Premium... right? Good lord Microsoft... I can see they're reiterating as fast as AI is evolving, and its catching everyone out... Good try Lisa... hang on in there... I think I got some of it. lol

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