Friday 12:30 PM - 1:40 PM · Room 425

Secure, Compliant, and Connected: How Microsoft 365 Copilot for Sales Manages Your Data and Insights

Gaurav Babbar

Engineer

Manpreet Singh

Senior Architect | MVP | MCT | Author | Speaker | Blogger

Microsoft 365 Copilot for Sales harnesses the power of generative AI and role-based agents to seamlessly integrate with leading CRM platforms such as Salesforce, ServiceNow, and Dynamics 365. In this session, you’ll gain a detailed understanding of how your organization’s data—and the insights generated from it—are managed in a secure and compliant manner.

Explore how Copilot connects to external systems like Salesforce and ServiceNow, as well as internal Microsoft services such as Microsoft Graph and SharePoint, to unify data from across your enterprise. You'll learn how insights data is stored, how we address GDPR and other key privacy requirements, and how insight structures are linked to your existing systems of record. We'll also cover how these insights can be extended to support your organization’s unique needs.

If you’re responsible for data architecture, security, compliance, or AI adoption in your organization, this session will provide the foundational knowledge to help you deploy Copilot for Sales confidently and responsibly.