Sales and Revenue Intelligence
92TriVista score
Apollo.io
Apollo AI
A sales prospecting tool with a database of more than 200 million contacts, plus AI that researches accounts, writes emails, and analyzes calls.
Dynamics 365 Sales Copilot
AI tool profile ·
An AI assistant that connects a sales CRM to Outlook and Teams so reps can draft emails, update records, and get meeting briefs without switching apps, now called Sales agent.
74TriVista score
Category rank#6 in Sales and Revenue Intelligence
Baseline ELO1,494.9
Menu
At a glance
What it does
Sales agent, first sold as Copilot for Sales, is a Microsoft AI assistant that connects Dynamics 365 Sales or Salesforce to Outlook and Teams so reps do not have to switch apps. Inside Outlook it summarizes email threads, drafts replies, and creates or updates CRM records from an email. Inside Teams it prepares meeting briefs from CRM history, writes summaries after each meeting, and answers plain-language questions about a deal or account. Setup needs a Microsoft 365 admin to deploy the app and a Dynamics 365 or Salesforce admin to connect CRM data. Usage is metered through Copilot Credits: each Dynamics 365 Sales Premium license includes 1,000 credits, with extra usage billed pay-as-you-go.
Where it can help
This fits a company already using Microsoft 365 alongside Dynamics 365 Sales or Salesforce, since its value comes from working inside Outlook and Teams, apps reps already use all day. A good starting point is a pilot with one sales team that already has Dynamics 365 Sales Premium licenses, where credits are included rather than billed separately at the start. As a planning figure, Sales Premium runs a few hundred dollars per user per month depending on term length and volume discounts, with credit overage pay-as-you-go; get current numbers from a Microsoft licensing partner. Check two things before buying: the product's name and packaging have already changed once, so confirm what it currently includes, and reps on Salesforce rather than Dynamics get a narrower set of features.
Company fitHow your company could affect the fit
How one company factor at a time moves the modeled score. The published score is unchanged.
Company fit
How your company could affect the fit
How one company factor at a time moves the modeled score. The published score is unchanged.
Technology Maturity Low Modeled score74.4 / 100 Modeled category rank#6
Baseline Moderate
Adjusted ELO 1,496.2
Change from baseline +1.4 ELO
Industry Healthcare and life sciences Modeled score74.0 / 100 Modeled category rank#5
Baseline Consumer products
Adjusted ELO 1,493.9
Change from baseline -0.9 ELO
Industry Energy and utilities Modeled score74.0 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,494.0
Change from baseline -0.8 ELO
Industry Technology and telecommunications Modeled score74.0 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,494.0
Change from baseline -0.8 ELO
Industry Financial and professional services Modeled score74.0 / 100 Modeled category rank#5
Baseline Consumer products
Adjusted ELO 1,494.2
Change from baseline -0.6 ELO
Industry Construction and real estate Modeled score74.0 / 100 Modeled category rank#8
Baseline Consumer products
Adjusted ELO 1,494.2
Change from baseline -0.6 ELO
Revenue Band $100M-$500M Modeled score74.0 / 100 Modeled category rank#7
Baseline $25M-$100M
Adjusted ELO 1,494.3
Change from baseline -0.5 ELO
Revenue Band Under $25M Modeled score74.2 / 100 Modeled category rank#7
Baseline $25M-$100M
Adjusted ELO 1,495.2
Change from baseline +0.4 ELO
Industry Retail and distribution Modeled score74.2 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,495.1
Change from baseline +0.3 ELO
Industry Industrial manufacturing Modeled score74.2 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,495.0
Change from baseline +0.2 ELO
Industry Food and beverage Modeled score74.2 / 100 Modeled category rank#7
Baseline Consumer products
Adjusted ELO 1,495.0
Change from baseline +0.2 ELO
Company Type Business services Modeled score74.1 / 100 Modeled category rank#6
Baseline Manufacturing
Adjusted ELO 1,494.7
Change from baseline -0.1 ELO
Revenue Band $500M-$2B Modeled score74.2 / 100 Modeled category rank#7
Baseline $25M-$100M
Adjusted ELO 1,494.9
Change from baseline +0.1 ELO
Revenue Band Over $2B Modeled score74.1 / 100 Modeled category rank#7
Baseline $25M-$100M
Adjusted ELO 1,494.9
Change from baseline +0.1 ELO
Technology Maturity High Modeled score74.1 / 100 Modeled category rank#5
Baseline Moderate
Adjusted ELO 1,494.9
Change from baseline +0.0 ELO
Industry Automotive and transportation Modeled score74.1 / 100 Modeled category rank#6
Baseline Consumer products
Adjusted ELO 1,494.8
Change from baseline -0.0 ELO
Cost guide
What it can cost
These estimates cover licensing, setup, integrations, staff time, security, administration, and support.
| Cost measure | Low | Base | High |
|---|---|---|---|
| First-year total | $20.7K | $33.6K | $55.5K |
| Three-year total | $38.1K | $59.7K | $96K |
| First-year cost per unit | $1K | $1.7K | $2.8K |
| Average annual cost per unit (over three years) | $636 | $996 | $1.6K |
Cost breakdown by scenario
| Component | Low | Base | High |
|---|---|---|---|
| Licensing and usage | $1.2K | $1.6K | $2.2K |
| Implementation | $5.4K | $9K | $15.3K |
| Integration | $3.9K | $7K | $12.6K |
| Staff time and change management | $3.5K | $5K | $7K |
| Security | $2.7K | $3.8K | $5.7K |
| Administration | $2.1K | $2.8K | $3.8K |
| Support | $975 | $1.3K | $1.8K |
Estimate assumptions: This scenario uses a category-based allowance, not a verified price for this product. Based on 20 enabled users. Confirm the vendor’s billing unit and current price or quote before budgeting.
Benefits have not been estimated: The current research does not estimate potential savings, return on investment, or how long it would take to recover the cost. Earlier benefit estimates are excluded.
Get started
What you need first
What you need firstSet up the basics
Confirm current product identity, commercial packaging, data processing terms, sign-in and access rules, retention, integrations, support model, implementation effort, and rollback conditions.
How to startSet clear limits
Verify identity, package, availability, ownership, pricing, and security evidence before approving a pilot
Before you scaleSet safe working rules
Recommended next action
Do not approve a pilot yet. Verify the current product identity, package, availability, owner, pricing, and security evidence; then define one workflow, a baseline, and rollback criteria.
Decision ownerBusiness and technology owner
STARTSet a goal and owner
Define what success looks like for a test of Dynamics 365 Sales Copilot and assign someone to lead it.
FIRST MONTHTest one workflow
Once the requirements above are met, compare a small trial with how your team works today.
MONTH TWOReview actual use
Track adoption, output quality, business results, and actual costs against the estimate.
MONTH THREEDecide what comes next
Use the results to decide whether to stop, adjust, or expand the pilot.
Risk profile
Required controls
Security and safe use
Confirm encryption, how the vendor uses your data, customer data separation, how long data stays and how to delete it, activity records, sign-in and user setup, where data is handled, other companies that process data, past incidents, and what your team must manage.
Exit and rollback
Review before rollout: confirm how to export your data, revoke access, and return to your existing workflow. Assign an owner and test the rollback plan before expanding use.
Recommended next step
Do not approve a pilot yet. Verify the current product identity, package, availability, owner, pricing, and security evidence; then define one workflow, a baseline, and rollback criteria.
Other tools to review
Compare similar tools
Sales and Revenue Intelligence
75TriVista score
Salesloft
A sales outreach tool that runs email, phone, and social sequences, with an AI layer called Rhythm that tells reps which prospect to work next.
Why it’s an alternative—
Compare with SalesloftSales and Revenue Intelligence
74TriVista score
6sense
A tool that watches buying-intent signals across the web to tell sales and marketing which target accounts are ready to buy now.
Why it’s an alternative—
Compare with 6senseSales and Revenue Intelligence
74TriVista score
Gong
A tool that records and analyzes sales calls to flag deal risk, coach reps, and sharpen forecasts.
Why it’s an alternative—
Compare with GongResearch support
How to learn more about this tool
Where to check the product, price, security, and support.
Official product information
learn.microsoft.com/en-us/dynamics365/sales/copilot-overview
Read official information →
Research observations recorded: 1. Evidence quality: Some support.
Score history
How the rating has changed
Recorded score and category rank across research updates.
-
TriVista Score 74.2/100Category rank #6
-
TriVista Score 74.2/100Category rank #6
See how this tool fits your company
Answer a few questions about your company and compare this tool with others. The research score above stays the same.
Want help moving from research to action? Explore TriVista’s AI consulting services →