Microsoft Copilot for Sales, now Sales agent: what it misses during the call
Microsoft's Sales agent recaps meetings and updates the CRM after the call. What it costs, what it needs before it works, and what to use when you need help while the buyer is still talking.
People searching for “copilot for sales” are mostly looking for Microsoft’s product, and Microsoft has renamed it. What launched as Microsoft Copilot for Sales in February 2024 is now documented as Sales agent, and it has been folded into the Microsoft 365 Copilot license. Everything below about Sales agent comes from Microsoft’s own documentation and pricing page, checked on 26 September 2026.
The short version: it is a recap and CRM tool that lives in Outlook and Teams. It is not a live copilot, and it does not claim to be one.
What Sales agent does
Microsoft describes it as Microsoft 365 Copilot combined with everyday seller workflows, drawing on “your CRM system, Microsoft Graph, Microsoft 365 apps, large language models, and relevant web sources” (Sales agent FAQ). In practice that means four things:
- In Outlook, it summarizes long email threads and drafts replies. The summary only appears on threads longer than about 1,000 characters.
- In Teams, it writes meeting recaps with action items, conversation metrics and sales keywords.
- In Microsoft 365 Copilot chat, a seller can ask about an account or opportunity and get an answer grounded in CRM records, once an admin has configured which records it can read.
- Before a meeting, it looks up public information about external attendees and their company through Bing.
Read the list again and notice the tense. Every one of the four happens before the conversation or after it. None of them happens while the buyer is talking.
What it needs before it works
This is where most small teams stop. Sales agent is not something a seller switches on alone.
| Requirement | What Microsoft says |
|---|---|
| License | Microsoft 365 Copilot, $30 per user per month, paid yearly |
| Base plan | A qualifying Microsoft 365 plan, bought separately |
| CRM | Dynamics 365 Sales, or Salesforce Sales Cloud Professional and above |
| Install | A Microsoft 365 administrator deploys it and assigns users |
| Meeting insights | The meeting was recorded with Sales agent, with an external attendee saved as a CRM contact |
| Not supported | Shared mailboxes, on-premises Dynamics or Exchange, US government clouds |
Sources: Microsoft 365 Copilot pricing and the Sales agent FAQ.
For a founder or a five-person team, that is a procurement project before the first recap: a Microsoft 365 plan, a Copilot license per seller, a supported CRM, and an administrator to deploy it.
The part of the call it misses
Microsoft’s documentation does not describe Sales agent writing the seller’s reply while the buyer is still speaking. Recaps, summaries, insights and CRM updates are all produced from something that already happened. A recap is a good record. It cannot change the answer you gave four minutes ago.
The moment that decides a deal is inside the call: the buyer objects, and you have a few seconds. Axelize is built for that moment. It writes your next sentence from what it knows about the account, in your own words, while the buyer is still talking.
On a negotiation call, Kenny Smith from Contoso says: “Honestly, we already pay for Copilot. Why would we add another tool?” Axelize finds: Contoso sellers run their calls on Google Meet, and the Copilot rollout covers Outlook and Teams only. It suggests: “Keep Copilot for the inbox and the recap. We only work during the call itself, on the Meet calls your team already runs, so nothing you pay for today gets replaced.” Agrees with the tool they chose, then shows the gap it leaves instead of arguing against it.
Sales agent and Axelize, side by side
Two tools, two different moments. Every row is phrased so that “Yes” is the answer you want.
| Sales agent | Axelize | |
|---|---|---|
| Writes your reply while the buyer is talking | No | Yes |
| Meeting features on Google Meet | No | Yes |
| Works without Dynamics 365 or Salesforce | No | Yes |
| A seller can set it up alone, no admin | No | Yes |
| Action items and a follow-up email after the call | Yes | Yes |
| Meeting features on Microsoft Teams | Yes | Not yet |
| Email thread summaries in Outlook | Yes | No |
Axelize is a real-time AI sales assistant. It follows the live call and writes the seller’s next sentence in the seller’s own voice, grounded in what it knows about the account. No bot joins the meeting and no audio or video is recorded. It works with Google Meet today. Zoom and Microsoft Teams are on the roadmap, so a team that runs every call on Teams cannot use it yet.
Who Axelize suits better
- Founders and small teams selling on Google Meet. No Microsoft 365 Copilot license, no supported CRM, no administrator. Install the extension and run your next call.
- Newer sellers still building their answers. A recap tells them what the buyer said. Axelize tells them what to say next, in the seconds when it still matters.
- Anyone who loses deals in the call rather than after it. If the objection is where it goes wrong, a better summary of the objection does not fix it.
If you already pay for Microsoft 365 Copilot
Keep Sales agent for Outlook and for the recap. It is included in a license you already bought. Axelize does not replace it, because the two work at different moments: Sales agent after the meeting, Axelize during it. Run both: Sales agent to write up the call, Axelize to win it.