Published: 12 June 2024
Microsoft Copilot for Sales is a new and rapidly evolving addition to CRM software that challenges current data governance, business processes and data flows. This research provides a pragmatic analysis for application technical professionals tasked with evaluating and implementing this service.
All Microsoft Copilot for Sales users require a Microsoft 365 Enterprise or Office 365 Enterprise license to use the Copilot for Sales app in Microsoft Outlook and Microsoft Teams. In addition, Copilot for Sales requires a Copilot for Microsoft 365 user license.
Copilot for Sales is a global service, but the Microsoft Azure OpenAI Service is currently located only in the U.S., the U.K., Sweden, Switzerland, India and Australia. Client organizations in all other countries must opt in to movement of data beyond the tenant’s geographical boundary.
Copilot for Sales uses Microsoft Dataverse for data and Transport Layer Security
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Analysts:
Chad Nelson
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