Sellers are tired. Of admin work. Of jumping between CRM, Outlook, Teams and back again. Of trying to find relevant data while a deal is slipping away. For SMBs, the result isn’t just seller burnout—it’s stalled pipelines, lost visibility and revenue goals that get harder to hit every quarter.
Enter Copilot for Sales: Microsoft’s AI tool designed specifically for sellers using Dynamics 365. Not a general productivity assistant. Not another chatbot. This is workflow-focused, CRM-connected AI built to help sellers close more deals, faster.
For partners, it’s also one of the clearest onramps to Copilot adoption. Unlike broader Microsoft 365 Copilot use cases, this tool speaks directly to sales productivity, and that makes it easier to sell, easier to deploy and easier to support.
What Copilot for Sales actually does and where Dynamics fits
Copilot for Sales lives inside Outlook and Teams, but it doesn’t stop there. What makes it powerful is its ability to surface live CRM insights from Dynamics 365 Sales right where sellers work. That means:
- Opportunity summaries before meetings, with relevant context from Dynamics
- Suggested talking points, based on deal stage and client interaction history
- Auto-generated follow-ups and meeting recaps using AI
- Visibility into risk signals like deal stagnation or missing stakeholders
- Suggested next steps—so deals keep moving forward
- In-line CRM updates from Outlook, reducing admin work and driving adoption
This isn’t “AI on top of Outlook.” This is a real Copilot experience inside the sales workflow, powered by the systems your clients already use (or should be using). And it only gets smarter as CRM usage increases.
This is not Microsoft 365 Copilot
Partners and clients alike are still confused about Microsoft’s Copilot offerings. So let’s draw a clean line:
- Copilot for Microsoft 365 helps with general productivity. Think Word docs, Excel sheets, Teams calls, PowerPoint slides.
- Copilot for Sales helps accelerate revenue. It pulls live CRM data into Outlook and Teams to make sellers more effective in real time.
Both tools use the same underlying AI, but only one is built to improve seller workflows at scale. That difference is key—especially for SMBs looking for ROI on AI.
Why it’s a smart move for partners right now
This isn’t about pushing AI for the sake of trendiness. It’s about solving real business problems. Copilot for Sales addresses:
- Low CRM adoption – because sellers don’t see the value
- Sales cycles that drag on – due to manual updates and missing insights
- Revenue leakage – from poor follow-up or forgotten opportunities
When you help your clients adopt Copilot for Sales, you’re not just selling a tool. You’re improving their seller efficiency, boosting CRM usage, and making Dynamics 365 more valuable to their business.
It also gives you, the partner, a clear reason to lead the conversation. You can start with a specific need—sales enablement—and expand into broader AI readiness, licensing, and services.
Copilot for Sales is a smarter way into the Microsoft cloud
AI might be the conversation starter, but for partners, it’s also a wedge. Copilot for Sales opens the door to broader Microsoft cloud adoption by solving a real business problem: helping sellers move faster with less friction.
From there, it’s a short step to bigger-picture discussions about Dynamics, Microsoft 365, Power Platform, and the services that bring them together. You’re not just helping your clients sell smarter—you’re building the kind of stack that grows with them.
The opportunity isn’t just licensing. It’s loyalty, retention and recurring value.
Helping partners make Microsoft make sense
Your clients want better sales outcomes. But what they don’t want is another maze of Microsoft tools, licensing requirements, and vague AI promises. That’s where you come in—and where Sherweb backs you up.
We don’t just help you resell Microsoft. We help you simplify it.
From Dynamics 365 to Copilot and beyond, Sherweb gives you the training, enablement, and platform support to confidently lead Microsoft conversations without getting lost in the complexity.
The easiest way to work with Microsoft? Work with Sherweb.
Whether you’re new to Dynamics 365 or expanding your AI strategy, we help you deliver real outcomes, without getting buried in Microsoft jargon. Contact us!
Simplify Microsoft. Accelerate results.
