Sell smarter with AI built for Microsoft 365

Empower your sales team to spend time selling again, with Microsoft Copilot for Sales—the AI assistant that works right inside Outlook, Teams, and your CRM.

Get started with Outbound Group

Sales teams want to sell

Does your sales team spend more time managing tools than actively engaging with customers? Today's sales teams spend less than 30% on their core business—sales. The rest goes to updating CRM records, searching for information, and switching between tools. The frustration is real and leads to a loss in productivity while reducing time spent with customers.

CRM Updates

Sellers spend up to 5 hours a week updating CRM manually1

Direct Selling

Only 30% of the workweek is used for direct selling2

Win Rates

Sales leaders report a 20% drop in win rates due to scattered data and disconnected tools3

  1. "Benefits of Microsoft Copilot for Sales" (2023)
  2. "Benefits of Microsoft Copilot for Sales" (2023)
  3. Forrester Consulting, "The Total Economic Impact™ of Microsoft Sales Copilot," commissioned by Microsoft, November 2023

Free up time with automated workflows

Why are your teams wasting time on routine tasks, when you can implement AI that works inside their digital environment? Microsoft Copilot for Sales connects Outlook, Teams, and CRM systems (like Dynamics 365 and Salesforce) to bring customer data, meeting insights, and communication tools together in one view. It uses Microsoft's AI to automate routine tasks, surface insights, and prepare your team for every customer interaction.

What to expect from Copilot for Sales

Automatic CRM updates

Log calls, update records, and send follow-ups automatically.

Automatic CRM updates

Meeting summaries, email drafts, and opportunity insights in seconds.

Prepare in an instant

AI suggestions help prioritise leads and focus on deals that matter.

Focus on selling

Access the same data across Teams, Outlook, and your CRM.

Consistent data

Enterprise-grade security and compliance from Microsoft Cloud.

Built on trust
Lower costs
AI
Security
Consistent data
Built on trust

Download the FREE eBook

Discover how leading teams use AI to increase productivity and boost win rates.

This free Microsoft eBook explains how Copilot for Sales transforms everyday selling — from meeting preparation to customer follow-up.

arrow Download the free eBook

From sales activity to business insight

Fabric brings your sales data from your CRM, Outlook and Microsoft 365 into one place, so you always know where the pipeline stands and where to focus next. No waiting on manual reports, no chasing spreadsheets.

How quickly you can connect your data depends on where it lives. Files from SharePoint, Teams, and OneDrive are straightforward to bring in. Connecting Outlook data takes a little more setup, and Outbound Group can guide you through the right approach for your situation.

Three things Microsoft Fabric does for your sales business

fabric feature

One place for your data

All your sales data, from your CRM and Microsoft 365 apps, together in OneLake. One accurate picture for the whole team.

fabric feature

Performance in real time

Power BI dashboards update on their own, so managers see pipeline health and activity as it happens.

fabric feature

Answers on demand

Ask Copilot in Fabric a question in plain language and get a chart or summary in seconds. No specialist skills needed.

Partner

Outbound Group and Microsoft Copilot

Outbound Group is your local Microsoft expert for smarter selling and can help you get the most from Copilot for Sales. As your Microsoft partner, we ensure your AI tools integrate seamlessly, stay secure, and fit your team's workflow. You get local expertise, trusted support, and a smooth start.

Why work with Outbound Group?

  • Local support and onboarding expertise
  • Seamless integration with existing Microsoft 365 environment
  • Guidance on security, compliance, and data access
  • Ongoing updates and best-practice support

Ready to start selling smarter?

Talk to Outbound Group today to see how Microsoft Copilot for Sales can help your team save time and close more deals — directly within Microsoft 365.

1. "Benefits of Microsoft Copilot for Sales" (2023)
2. "Benefits of Microsoft Copilot for Sales" (2023)
3. Forrester Consulting, "The Total Economic Impact™ of Microsoft Sales Copilot," commissioned by Microsoft, November 2023

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