Sales agent chat-based experiences give you a conversational way to access sales information that lives in different apps. This information includes customer and deal data in CRM, meetings in Teams, and much more. You can use natural language to search through the data, summarize the information, and run analysis that combines data from different sources.

As an admin, you can:

Select which users in your organization get access to Sales agent. If sellers use the Sales app in Teams, the system automatically deploys Sales agent in Microsoft 365 Copilot for them.
Set up your organization's Copilot experience to use CRM customizations and terminology specific to your company.
Configure which CRM tables Sales agent can access.
Extend Sales agent to access sales data from custom knowledge sources or custom agents built in Copilot Studio.

As a seller, you can use Sales agent chat-based experiences to:

Understand your customers: Whether you're preparing for a customer meeting or an account plan, you need a comprehensive view of the account. You need to see information about the business, open opportunities, and past engagements. With Sales agent, you can get this information quickly by prompting Sales agent in natural language.
Ramp up on newly assigned accounts: Go beyond the customer data in CRM. Find colleagues who engaged with the customer in recent months and have the most context to share. Quickly get the topics that interest the customer and appear in recent engagements.
Grow your business and find new opportunities: Use Sales agent chat to get a summary of your deal. Discover open issues in stalled deals. Check past meetings for follow-up tasks. Find colleagues who faced similar issues in other deals to help unblock your deals.