Question

A B2B manufacturing company uses Salesforce as its CRM and Microsoft 365 for productivity. Sellers spend most of their day in Outlook and Teams and want AI assistance that summarizes email threads, drafts customer replies, and surfaces CRM opportunity data without leaving those apps. Leadership does not want to migrate off Salesforce. As the solutions architect, which approach should you recommend to deliver AI capabilities grounded in their existing CRM inside Outlook and Teams?

Accepted Answer

Deploy Microsoft 365 Copilot for Sales, connecting it to the Salesforce CRM so sellers get AI summaries and CRM data directly in Outlook and Teams

Answer

Deploy Copilot in Dynamics 365 Sales and require sellers to work within the Dynamics 365 Sales app to access AI features

Answer

Build a custom Copilot Studio autonomous agent that periodically exports Salesforce data into Dataverse for grounding

Answer

Migrate the CRM to Dynamics 365 Sales to enable native Copilot grounding, since third-party CRM integration is unsupported