Microsoft 365 Copilot vs. Copilot in Dynamics 365 - Which One is Right for You?
Blog post description.
MICROSOFT COPILOTMICROSOFT DYNAMICS365
3/30/20252 min read
In the evolving world of sales, artificial intelligence (AI) is transforming how businesses interact with customers and close deals. Microsoft offers two powerful AI-driven sales assistants: Copilot for Sales and Copilot in Dynamics 365 Sales. But how do they compare? Let’s break it down.
What is Microsoft 365 Copilot for Sales?
Microsoft 365 Copilot for Sales is an AI-powered assistant designed to integrate with Microsoft 365 applications like Outlook, Teams, Word, and Excel. It enhances productivity by providing real-time insights, email drafting, CRM data summaries, and automated meeting notes. It also connects seamlessly with CRMs like Salesforce and Dynamics 365 Sales to ensure sales teams have the data they need in one place.
Key Features:
✅ AI-powered email and meeting assistance in Outlook
✅ Summarizes customer interactions and CRM data
✅ Generates personalized sales content
✅ Integrates with multiple CRMs, including Salesforce
✅ Autonomous sales agents to research leads and schedule meetings
What is Copilot in Dynamics 365 Sales?
Copilot in Dynamics 365 Sales is a built-in AI assistant designed exclusively for Dynamics 365 Sales users. It provides deep CRM integration with predictive insights, automated lead qualification, and real-time sales coaching.
Key Features:
✅ AI-driven deal insights and opportunity tracking
✅ Predictive analytics to help prioritize leads
✅ Automated CRM updates and customer follow-ups
✅ Integrated call summaries and recommendations
✅ AI-powered sales coaching and next-best-action suggestions
Comparison Chart: Copilot for Sales vs. Copilot in Dynamics 365 Sales
Microsoft 365 Copilot for SalesCopilot in Dynamics 365 SalesIntegration Works with Microsoft 365 apps (Outlook, Teams, Word, Excel) & CRMs like Salesforce, Dynamics 365.Fully embedded in Dynamics 365 Sales for end-to-end sales process automation.
AI-Powered Email & Meetings Drafts personalized emails, summarizes meetings, and syncs CRM data.Provides AI-generated responses and real-time meeting insights.
Predictive Sales InsightsSummarizes past interactions but does not provide predictive insights.Uses AI-powered analytics to forecast sales trends and optimize strategies.
Sales Content CreationGenerates tailored emails and proposals based on customer data.Automates sales sequences and personalized customer engagement.
CRM Automation Syncs CRM data with Microsoft 365 apps.Automates opportunity scoring, lead qualification, and customer tracking.
AI Sales AgentsIncludes autonomous AI agents to assist in sales research and scheduling.Uses AI-powered deal scoring and coaching features.
Pricing$50 per user/month ($20 if already subscribed to Microsoft 365 Copilot).Included with Dynamics 365 Sales Premium, additional AI features may require extra costs.
Which One Should You Choose?
👉 Choose Microsoft 365 Copilot for Sales if:
Your team relies on Microsoft 365 apps (Outlook, Teams, Word, Excel).
You use multiple CRMs like Salesforce and need AI-driven support.
You want AI-generated emails, summaries, and CRM syncing.
👉 Choose Copilot in Dynamics 365 Sales if:
Your sales process is fully based in Dynamics 365 Sales.
You need predictive insights, real-time sales coaching, and AI-driven analytics.
You want deep CRM automation with customer tracking and forecasting.
Pricing & Availability
Microsoft 365 Copilot for Sales is priced at £38.40 per user/month (annual) or £40.32 billed monthly. It works with Salesforce Sales Cloud and Dynamics 365 Sales and requires a separate Microsoft 365 subscription.
Copilot in Dynamics 365 Sales is included in Dynamics 365 Sales Premium. Some AI features may require additional licensing fees.
For official pricing details, visit the links below:
Conclusion
Both Microsoft 365 Copilot for Sales and Copilot in Dynamics 365 Sales enhance productivity, but they serve different needs. If your sales team is CRM-flexible and relies heavily on Microsoft 365 apps, go with Copilot for Sales. If you’re deeply integrated into Dynamics 365 Sales and need AI-powered analytics and automation, Copilot in Dynamics 365 Sales is the best fit.\
Explore Microsoft 365 Copilot for Sales here and Copilot in Dynamics 365 Sales here.
Keep Motivated !! Keep Learning #microsoftlearn #copilot #copilotsales #AI #Dynamics Sales