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Hannah_Lundquist's avatar
Hannah_Lundquist
Copper Contributor
Jun 25, 2024

CRM Connectivity

Can we connect Copilot sales to a different CRM other than Salesforce? We currently use Monday and are trying to decide if Copilot for Microsoft 365 is the best option for us or if there is a better ...
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SalehaSiddique's avatar
SalehaSiddique
Icon for Microsoft rankMicrosoft
Jun 25, 2024

Hannah_Lundquist currently Copilot for Sales works with two CRMs: Dynamics 365 Sales and Salesforce. There are no plans in the next 6 months to add support for any additional CRMs. 

Note "Copilot for Sales" includes a Copilot for M365 license. Copilot for M365 license can be purchased on its own too Microsoft Copilot for Microsoft 365 | Microsoft 365 and doesn't need any CRMs

  • Anne_Stanton's avatar
    Anne_Stanton
    Copper Contributor
    Jul 17, 2024
    Keep in mind that Copilot for Sales and Microsoft 365 Copilot are different products, in fact there are over 100 different copilots. The power of the Microsoft Stack of technologies!!

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