Copilot is Microsoft’s AI interface, which attracted 30-40 million users in 2024 across the web, mobile app, and Windows app.

Microsoft Copilot is built-into Dynamics 365 in various forms. This ranges from custom-built copilots using Copilot Studio to ready-made solutions like Copilot for Sales, specifically designed to help sales teams work smarter and faster.

Copilot for Sales delivers powerful, out-of-the-box capabilities that reduce time spent on administrative tasks and allow sellers to focus on what they do best: selling.

• Automated content creation, such as sales proposal support
• Intelligent guidance, such as best next actions
• Deeper customer insights to enable impactful conversations

By minimising manual effort, Sales Copilot in Dynamics 365 frees up your team to focus on high-value activities like building relationships and closing deals.

In fact, a Forrester study found that Microsoft 365 Copilot can deliver an impressive ROI of 132% to 353% over three years for small and medium-sized businesses, proving its potential to significantly elevate productivity and efficiency.

Over a quarter of a billion people use Microsoft Teams, making it the most popular business communications tool in the world.

Dynamics 365’s native integration with Teams brings your CRM data and real-time collaboration into a single, unified workspace.

This helps colleagues stay focused, aligned, and responsive without needing to jump between systems.

Key benefits include:

• Contextual collaboration in one place
• Link chats to specific records such as leads, opportunities or accounts
• Real-time data sharing that accelerates decision-making

By combining Dynamics 365 with Microsoft Teams, your sellers can communicate more effectively, act on data faster, and stay aligned throughout the sales process. It’s a powerful way to boost collaboration, drive consistency, and close deals with confidence.

Outlook is undeniably one of the most relied on business applications of all time.

Dynamics 365 integration with Outlook brings your CRM  and email communications into a single, streamlined experience. This empowers employees to stay productive, responsive, and organised—right from their inbox.

Key benefits include:

• Cut down manual data entry with automatic email and activity tracking
• Craft timely, personalised responses with CRM insights in your inbox
• Turn emails into actionable records in one click
• Update records directly within Outlook to stay organised

With the Dynamics 365 App for Outlook, your team can manage activities more efficiently, cut down on administrative tasks, and maintain better visibility into customer communications all from one familiar workspace.

In fact, a national advisory firm who recently switched to Dynamics 365 with Telefónica Tech reports that some users’ primary interaction with the CRM is through Outlook. Integrations like this have significantly boosted CRM adoption across the organisation, by enabling staff to work in a familiar, seamless setting.

Another ubiquitous tool in business is Microsoft Excel. Although Dynamics 365 reduces business reliance on spreadsheets, the ability to export to Excel remains an important feature for flexibility and custom analysis.

To this end, Dynamics 365 integrates seamlessly with Excel, giving your teams a powerful, familiar way to work with CRM data at scale.

Whether managing records, analysing trends, or generating custom reports, Excel integration simplifies data handling.

Key benefits include:

• Edit CRM data in Excel (including bulk) and easily sync back to Dynamics 365
• Save time with prebuilt Excel templates and advanced analysis into pipeline and forecasting
• Build custom reports and Pivot tables to gain deeper insights

This integration empowers your team to handle large data sets more efficiently and extract insights quickly all within the Excel environment they already use and trust.

If you’re a Microsoft organisation, you’re likely using SharePoint and/or OneDrive to store and manage key documents.

Integrating Dynamics 365 with SharePoint streamlines how your teams manage, access, and collaborate on documents directly within your CRM environment. This powerful integration enhances productivity, improves organisation, and supports compliance by centralising document storage and control.

Key benefits include:

• Reduce clutter and easily locate files such asproposals and contracts
• Access documents and collaborate from within Dynamics 365
• Easily keep files tied to the right customer record
• Maintain document integrity withbuilt-in version control, audit trails, and permissions

With SharePoint integration, your teams get centralised, structured access to documents helping reduce duplication, improve visibility, and boost productivity across the board.

Power BI, part of Power Platform, is the market-leading Microsoft analytics tool that provides business insights through easy-to-use, visual reporting.

Integrating Power BI with Dynamics 365 empowers your organisation to transform CRM data into dynamic, interactive dashboards. From sales performance to customer engagement trends, this integration puts meaningful KPIs at your fingertips.

Key benefits include:

• Real-time performance visibility to know where to focus efforts
• Get intuitive visual analytics that simplify complex CRM data
• Share dashboards and reports across teams and departments
• Instantly turn your saved Dynamics 365 lists into rich reports

Through Power BI integration, your teams gain the ability to respond proactively to customer needs, track performance with precision, and make strategic decisions grounded in data.

With these native connections to Teams, Outlook, Power BI and beyond, Dynamics 365’s integrated ecosystem enhances your CRM capabilities, delivering superior collaboration, productivity, and data insights—all in one place.

Now the question is, how do you get started?

If you’re considering switching your CRM to Dynamics 365, register for our upcoming webinar. Get the why, the how, and tips for a successful migration based on a recent customer example.