Install Copilot for Sales (user-deployed)

Article
04/05/2024

Microsoft Copilot for Sales is designed to help sellers work the way they want to without unnecessary context switching and manual data entry. It brings together the applications you work with daily, your CRM, Microsoft 365, and Microsoft Teams, to provide a more streamlined and AI-powered selling experience.

Install Copilot for Sales add-in for Outlook

With Copilot for Sales for Microsoft Outlook, you can:

Reply quickly and confidently with assistance from AI
Save Outlook emails and events to Dynamics 365
Connect Outlook emails and events to relevant Dynamics 365 records
Create new contacts in Dynamics 365 from Outlook
Update opportunities, accounts and contacts in Dynamics 365 from Outlook

Important

This article provides instructions for business users without administrator privileges to install Copilot for Sales. If you are a CRM administrator trying to install Copilot for Sales for your sales team, see Copilot for Sales deployment guide for Dynamics 365 customers or Copilot for Sales deployment guide for Salesforce customers as per your requirement.
When you install the Outlook add-in, it's considered user-deployed instead of admin-deployed and will not have full feature support. User-deployed add-ins don't support Copilot for Sales banner notifications that appear within the top of new or reply emails. Also, the Copilot for Sales app is not added automatically to meeting invites. However, you can manually add Copilot for Sales to the meeting to get meeting summaries.
You may not be able to install Copilot for Sales if downloading add-ins is turned off for your organization. In this case, contact your administrator.
If you are using the Dynamics 365 app for Outlook, you can consider switching to Copilot for Sales, as you can do much more with Copilot for Sales. More information: Difference between Copilot for Sales and Dynamics 365 app for Outlook

Install Copilot for Sales Outlook add-in from AppSource

Sign in to Microsoft AppSource.
Enter Copilot for Sales in the Search box.
From the search results, select Get it now on the Copilot for Sales for Microsoft Outlook app's card.
In the Confirm your details to continue window, select Get it now.

The app is installed, and a confirmation message is displayed.

Note

You can also get the add-in from Office Store within Outlook. More information: Get an Office Add-in for Outlook.

Start using Copilot for Sales in Outlook

After you've installed Copilot for Sales, you can open Copilot for Sales and sign in to your CRM system to start using Copilot for Sales. More information: Access the Copilot for Sales app

Difference between Copilot for Sales and Dynamics 365 app for Outlook

Capability	Copilot for Sales	Dynamics 365 app for Outlook
Work in Outlook
Intelligent context-aware email content suggestions with copilot	Supported	Not supported
Save Outlook emails and calendar events to Dynamics 365	Supported	Supported
Connect saved Outlook emails and events to Dynamics 365 accounts and opportunities	Supported¹	Supported
Create new CRM contacts from Outlook	Supported	Supported
Automatically capture email signature during new contact creation	Supported	Not supported
Create and edit non-contact records in Dynamics 365	Supported²	Supported
Delegate access (allow a user to act on behalf of another user)	Not supported	Supported
Mobile support	Not supported	Supported
Work in Teams³
Collaborate on customer records with colleagues in Teams	Supported	Not supported
Post-meeting: Play back and transcript with highlights, topics, executive summary, action items, and sentiment analysis	Supported	Not supported
Mobile support	Supported	Supported
¹ Copilot for Sales supports connecting Microsoft Outlook activities to accounts and opportunities. Support for connecting Outlook activities to other entities is coming soon.
² Copilot for Sales allows creating contacts and editing contacts, accounts, and opportunities. Support for creating and editing additional entities is coming soon.
³ Requires Copilot for Sales app to be installed in Microsoft Teams.

Install Copilot for Sales app for Microsoft Teams

Sign in to Microsoft Teams.
In the navigation bar on the left, select Apps.
Search for Copilot for Sales, and then select it.
Select Add in the Copilot for Sales window.

Start using Copilot for Sales in Teams

After you've installed Copilot for Sales, you can start using Copilot for Sales to stay connected to your customers, minimize data entry, and personalize your engagements. More information: Access the Copilot for Sales app

Welcome message

Once the Copilot for Sales app is deployed, each user is welcomed by an engaging message from the Copilot for Sales bot in Teams. This message outlines the key capabilities in Copilot for Sales and provides direct links to comprehensive feature documentation and other learning resources.

FAQ

How do I know if the Copilot for Sales add-in for Outlook is admin-deployed or user-deployed?

If the Copilot for Sales add-in for Outlook was installed from the Microsoft 365 admin center, it is considered as admin-deployed. If the Copilot for Sales add-in for Outlook was installed automatically for your organization or sellers have installed it themselves, it is considered as user-deployed.

You can check if the Copilot for Sales add-in for Outlook is admin-deployed or user-deployed by following these steps:

Open https://aka.ms/olksideload. If required, sign in to your Microsoft Outlook account.
In the Add-Ins for Outlook window, go to My add-ins and Admin-managed tabs in the left pane, and check if the add-in is available under these tabs.

If the add-in is available under Admin-managed tab, it is admin-deployed. Contact your administrator to uninstall the add-in.

If the add-in is available under My add-ins tab, it is user-deployed. You can uninstall the add-in by yourself. If you are unable to uninstall the add-in, contact your administrator.