This month’s release features the public preview of a new CRM sign in experience in Teams!
Microsoft Copilot for Sales is reimagining sales. Integrated seamlessly into your daily tools across Microsoft 365 and Teams, Copilot for Sales harnesses the power of generative AI and customer data to keep sellers in their flow of work so they can spend more time with customers.
To reduce friction and increase efficiency for first time users of Copilot for Sales, this month we’ve released the public preview of an enhanced sign in experience in Microsoft Teams for both Dynamics 365 Sales and Salesforce® CRM users.
Capabilities highlighted below are included in this month’s release of Copilot for Sales. It may take time for specific capabilities to reach every tenant in each market.
In Teams
CRM sign in experience in Teams (public preview)
Until now, first time users of Copilot for Sales who start from Microsoft Teams face friction as they must first open Outlook to sign into their CRM. The sign in capabilities previously supported in Teams did not have parity and consistency with the sign in capabilities in Outlook.
With this month’s release, we’re excited to announce the public preview of a new sign in experience for Teams designed for Copilot for Sales users who open the Teams Personal App for the first time.
- Dynamics 365 Sales users will be automatically signed in to an environment even if they have never signed in before, using similar rules as Outlook. Sellers can confirm or change this environment to suit their needs. If they have multiple environments, they will also be able to switch their environment without first signing out.
- Salesforce users will be able to sign in to any of their environments directly from the Teams Personal App.
Screenshot showing the new CRM sign in experience for first time users.
Get started
Ready to join us and other top-performing sales organizations worldwide? Reach out to your Microsoft sales team or visit our product web page.
Ready to install Copilot for Sales? Have a look at our deployment guide for Dynamics 365 Sales users or our deployment guide for Salesforce users.
Learn more
Ready for all the details? Check out the Copilot for Sales product documentation.
Ready for the latest tips...and more? Copilot for Sales Tip Time can serve as a foundation for your training of Copilot for Sales users, customers, or partners! This content includes use cases and demonstrates how each feature will benefit sellers, administrators, and sales managers.
Looking for the latest adoption resources? Visit the Copilot for Sales Adoption Center and find the latest information about how to go from inspiration to adoption.
Stay connected
Want to stay connected? Learn about the latest improvements before everyone else at https://aka.ms/copilotforsalesupdates. Join our community in the community discussion forum and we always welcome your feedback and ideas in our product feedback portal.
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