Forum Discussion
CRM Connectivity
Can we connect Copilot sales to a different CRM other than Salesforce? We currently use Monday and are trying to decide if Copilot for Microsoft 365 is the best option for us or if there is a better one.
3 Replies
Currently, Copilot for Sales integrates natively only with Dynamics 365 Sales and Salesforce. While Monday.com can connect through workarounds like Microsoft Graph or Zapier, these options are limited and not as seamless.
If you want a CRM that’s simple, customizable, and built to streamline sales and customer engagement, Meon CRM is a strong alternative. It gives you full control over lead tracking, automation, and reporting — without the heavy complexity of enterprise CRMs.
- SalehaSiddique
Microsoft
Hannah_Lundquist currently Copilot for Sales works with two CRMs: Dynamics 365 Sales and Salesforce. There are no plans in the next 6 months to add support for any additional CRMs.
Note "Copilot for Sales" includes a Copilot for M365 license. Copilot for M365 license can be purchased on its own too Microsoft Copilot for Microsoft 365 | Microsoft 365 and doesn't need any CRMs- Keep in mind that Copilot for Sales and Microsoft 365 Copilot are different products, in fact there are over 100 different copilots. The power of the Microsoft Stack of technologies!!
