Microsoft Copilot for Sales + Salesforce: Complete 2025 Demo & Workflow Guide
Skip the fluff—here’s a quick-hit tutorial on using Copilot for Sales to move pipeline faster:
• Capture emails & meetings to Salesforce in seconds
• Surface live CRM data without leaving your inbox
• Auto-draft recap emails + follow-up tasks right after a call
• Spin up a Teams deal room for real-time collaboration
If you’re selling in 2025, this is the workflow upgrade you’ve been waiting for. Subscribe for more no-nonsense demos and comment below with your toughest Copilot questions.
What you’ll learn (with timestamps):
0:00 - What is Copilot for Sales?
0:34 - Scenario: Contoso & BuildTech
1:03 - Tracking Emails in Outlook
2:23 - Exploring CRM Data in the Sidebar
5:01 - Creating and Managing Salesforce Records
5:44 - Summarizing Emails and Meetings
7:05 - Key Insights on Contacts and Accounts
10:16 - Collaborating with Teams and Channels
17:34 - Preparing for Meetings with AI
20:16 - Post-Meeting Follow-Up and Automation
