Microsoft 365 Copilot’s Sales Agent Now Available in Outlook Mobile

Microsoft has expanded the reach of its AI-powered Sales Agent, bringing the tool to Outlook mobile, providing sales professionals with crucial customer insights and preparation tools on the go.

Preparing for Customer Interactions on the Move

For sales teams frequently visiting customer locations and attending meetings, quick preparation is essential. The Sales Agent within Outlook mobile delivers key information about customers, opportunities and potential risks, ensuring sales representatives are well-informed before each interaction.

Accessing the Sales Agent

The Sales Agent is accessible through the Copilot entry point within the Outlook mobile app, provided users have the necessary access to both the Sales Agent and a compatible CRM system.

Key Features and Capabilities

• Natural Language Queries: Users can ask questions in natural language and receive responses based on real-time CRM data, including account details, ongoing opportunities, and recent customer activity.
• Meeting Preparation: The agent integrates with Outlook Calendar to proactively prepare users for upcoming meetings.
• Comprehensive Insights: It consolidates company overviews, communication history, CRM data, and suggested talking points into a single, easily accessible view.
• Seamless Integration: By embedding CRM intelligence directly within Outlook, the Sales Agent eliminates the require to switch between applications, streamlining workflows.

Sales Agent Beyond Outlook Mobile

The Sales Agent is also available within Microsoft 365 Copilot Chat, accessible through Outlook, Word, PowerPoint, Excel, and Dynamics 365. However, the embedded experiences within these applications currently offer only conversational chat capabilities. In Microsoft Teams, the Sales Agent can assist with meeting preparation and generate recaps with suggested next steps.

Accessing the Sales Agent in Microsoft 365 Copilot Chat

To access the Sales Agent through Microsoft 365 Copilot Chat, open the chat and select “Sales” under the Agents section. You can also @mention the agent directly within the chat interface. Microsoft 365 Copilot Chat will request permission to share information with the Sales Agent service, which requires user acceptance to proceed.

Copilot for Sales: A Broader Perspective

Originally announced in 2023, Copilot for Sales (now referred to as Sales Agent) is available to all users with a Microsoft 365 Copilot license. It assists sellers by summarizing email threads, drafting responses, and providing follow-up reminders.