Sales agent - the Copilot agent that speaks sales

Microsoft

Dec 12, 2025

Empowering sellers with a smarter way to prepare, chat naturally, uncover insights, and walk into customer meetings ready to win.

Today, we are excited to announce that the public preview of Sales agent in Microsoft 365 Copilot is now available. Sales agent brings insights from Customer Relationship Management (CRM) systems, emails, meetings, enterprise content stores and other sales applications, into the flow of work. It brings together customer context from across your organization while helping ensure everything aligns with existing CRM security permissions. Whether you use Salesforce or Dynamics 365 Sales, you can access and act on sales data directly in your productivity tools, eliminating the need for constant context switching.

By integrating with enterprise and personal work data, Sales agent becomes a sales-savvy assistant, built to understand sales teams’ workflows and speak their language. Whether sellers are ramping up on a new account, preparing for a customer meeting, or reviewing pipeline health, Sales agent brings together CRM insights, work data, and customer context—so decisions can be backed by context.

Become an expert on your accounts with instant access to all relevant insights you need from across your organization

Getting up to speed on an account often means searching multiple systems and waiting on experts - Sales agent changes that. Using natural language prompts, sellers have on-demand access to account summaries, customer relationship insights, and personalized email drafts—tailored with sales context.

Insights from past meetings with customers are made available to everyone who has access to the customer account record in CRM. Imagine requesting a summary of all accounts in a specific industry, getting real-time data on open opportunities, uncovering key contacts and internal champions, or instantly learning if competitors were mentioned in past meetings. Sales agent transforms how sellers prepare, collaborate, and act—so they’re empowered to make meaningful connections and close deals with confidence.

Be prepared and confident in customer meetings

Preparing for customer meetings can be overwhelming—especially with complex accounts and frequent touchpoints. Keeping up with key meetings, staying in the loop on ongoing conversations, tracking follow-up items and customer feedback can be challenging.

Sales agent mitigates these hurdles with quick access to critical insights and actionable information—providing automatically generated meeting briefs for customer meetings. Sellers can use natural language prompts to retrieve tailored summaries of prior interactions, analyze customer sentiment, identify topics of interest, and review outstanding action items. By surfacing reminders and categorizing follow-ups by owner and due date, Sales agent helps sellers walk into meetings with a clear understanding of the customer’s priorities and open issues, so they have the information they need to address customer needs proactively, respond confidently to customer questions, and build stronger, more meaningful relationships that drive business success.

Pipeline review and deal coaching

Reviewing progress with key customers, helping ensure the top deals are getting the right attention, and keeping stakeholders updated can be demanding—especially when juggling multiple accounts. Without quick access to actionable insights, sellers may struggle to pinpoint where to focus their efforts, miss out on high-value opportunities, or fall behind on critical follow-ups.

Sales agent empowers sellers to analyze pipeline health quickly, review engagement progress, identify CRM hygiene issues, and access personalized coaching. Sellers get timely insights on client sentiment, recent interactions, and key concerns—so they can prioritize effectively, engage confidently, and close deals faster.

Results and quality

Today, we’re announcing the Microsoft Sales Bench—a new collection of evaluation benchmarks designed to assess the performance of AI-powered sales agents across real-world scenarios. This framework brings together purpose-built metrics, hundreds of sales-specific scenarios, and composite scoring validated by both human and AI judges.

The Sales Bench isn’t starting from scratch. It now formalizes and expands what began with the Sales Research Bench, published on October 21, 2025, which evaluates how AI solutions answer business research questions for sales leaders.

We’re extending the Microsoft Sales Bench with two additional benchmarks: the Microsoft Sales Qualification Bench, focused on measuring how effectively AI agents qualify leads and generate high-quality pipeline and the Microsoft Sales agent Bench, focused on how effectively AI agents help sellers learn about customer accounts, prepare for meetings, and review and stay up to date on pipelines.

Response quality

To validate the value that Sales agent brings and make it trustable to our customers, we have conducted comprehensive evaluations and a pilot for Sales agent within Microsoft. In early testing, Sales agent has demonstrated tangible benefits.

We rigorously evaluated Sales agent against real-world scenarios for sellers—ramping up on customer accounts, preparing for meetings, and reviewing the deal pipeline to get coaching insights. For a realistic and representative assessment, we created a Dynamics 365 and M365 environment that included synthetically generated CRM records for customers and deals, historical meeting transcripts, and email exchanges between sellers and customers to mirror end-to-end sales interactions. The synthetic CRM dataset was designed to reflect the sales ecosystem, featuring sales representatives, digital specialists, and customer success managers, each associated with corresponding accounts, opportunities, and cases. We then utilized queries inspired by customer feedback during private preview and variations on these queries, across each of the skills, to simulate user interactions with Sales agent and established ground truth.

We also established a ChatGPT (GPT 5 model) baseline to quantify model-quality differences and highlight Sales agent’s product differentiation. To help ensure a fair comparison between Sales agent and ChatGPT, Microsoft designed a controlled evaluation environment where both systems received the same questions and operated over the same underlying data. Both Sales agent and ChatGPT were evaluated using the same question set, dataset, and evaluation rubric. Responses from Sales agent and ChatGPT were judged using the same LLM evaluators and human verification, ensuring consistent scoring and eliminating setup bias.

When averaged across a diverse of over 500 prompts, Sales agent consistently produced more accurate, complete, and contextually relevant responses than ChatGPT. While ChatGPT offers strong general reasoning, Sales agent brings CRM awareness, enterprise grounding, and workflow-specific intelligence that elevate seller productivity and readiness in a way general-purpose assistants cannot match.

Read Sales agent in Microsoft 365 Copilot: Evaluation Results - Technical Report | Microsoft Community Hub for a detailed explanation of the evaluation methodology and Sales agent’s architecture.

Efficacy, and time savings

To measure impact, we surveyed 19 sales reps in Microsoft who used the Sales agent experiences to prepare for upcoming sales meetings. Feedback has been very positive. Here’s what we learned:

Better Information, Greater Confidence

Participants in our study typically engage with about 10 customers per week. Traditional preparation takes hours, often resulting in rushed or incomplete research. With AI-generated meeting briefs from Sales agent, reps can quickly understand customer backgrounds and tailor their pitch. More than 85% of surveyed sellers said Sales agent helped them feel highly confident and better positioned as trusted advisors during engagements.

More Meetings, Less Prep Time

By boosting productivity, Sales agent enables sellers to be better prepared and handle ~10% more customer meetings while dedicating less time to each. Sellers save an average of 1.7 hours per week on meeting prep alone.

Here is some of the feedback from our early Microsoft users:

Loving the tool. Honestly, this has been one of my most loved new tools and my whole team is ready for this to roll out to them. – Director Digital Specialist
If I could give this 10/10, I would. The ability to be able to create a point of view that is valuable to the customer in seconds right before my meetings—I can’t put a $ amount on this. It allows me to scale significantly across the patch. – Director Digital Specialist
It brings a lot of good information all into one place as opposed to having to go manually search for it – Senior Digital Solutions Engineer