Sales Agent and Sales Chat Are Coming to Microsoft 365 Copilot

Microsoft continues to expand the power of Copilot with two new features designed specifically to add a boon for sales teams: Sales Agent and Sales Chat. Both capabilities are coming to Preview in May, and they aim to drive real, measurable ROI by improving sales efficiency and reducing manual work.

What’s New: Sales Agent and Sales Chat

Sales Agent is a new agentic agent designed to automate and optimize sales operations. It can:

• Automatically respond to customer inquiries,

• Optimize sales pipelines,

• Generate proactive insights,

• And even fully automate sales cycles in some scenarios.

Trained on your company’s brand guidelines, tone, and product information, the Sales Agent can interact with customers in a way that feels human—while saving hours of manual effort.

Sales Chat: Conversational Access to Sales Data

Sales Chat brings a natural language experience to your CRM and sales data. With Sales Chat, sellers can:

• Ask real-time questions about their CRM (supporting both Dynamics 365 and Salesforce),

• Retrieve insights from meetings, presentations, and communications,

• And quickly prepare for customer conversations with intelligent suggestions.

Why This Matters

Microsoft’s focus with these updates is clear: deliver tangible business outcomes. Here’s why these tools are more than just nice-to-haves:

• Hard ROI: Automating responses and pipeline activities means less time spent on admin work and more time selling.

• Personalized AI: Sales Agent can be trained on your brand voice and products, making customer interactions seamless and aligned with your organization’s standards.

• Efficiency Gains: Sales Chat reduces the time it takes for a seller to prep, research, and respond—bringing the full power of Microsoft 365 Copilot into the sales workflow.

The Future of Selling with Copilot

Microsoft’s vision is to blend automation (Sales Agent) and conversation-driven insights (Sales Chat) into a cohesive experience for sales professionals. Together, they remove friction from the sales process—helping teams close more deals, faster.

To learn more, check out Microsoft’s full announcement or feel free to reach out to us, we’d love to talk!