Connect Salesforce to Microsoft Copilot

Windsor.ai makes 33 metrics and 269 dimensions from Salesforce available in Copilot Agent, including:

• Opportunities: deal amount, stage, probability, close date, forecast category, lead source, opportunity type, and won/lost status, including full stage history through opportunity history data.
• Leads: lead status, source, industry, company size, rating, conversion date, and converted opportunity ID to track the full journey from first touch to closed deal.
• Accounts: account type, industry, annual revenue, number of employees, billing location, and last activity date for a complete view of your customer and prospect base.
• Contacts: contact title, department, lead source, email bounce status, and last activity date linked to their parent account.
• Campaigns: budgeted cost, actual cost, expected revenue, number of leads, converted leads, opportunities, won opportunities, and responses to measure true campaign ROI.
• Tasks: task status, priority, due date, call type, call duration, and subject to monitor sales activity and follow-up compliance across your team.

Yes. Ask Copilot to surface opportunities that haven’t changed stage or logged any activity in a defined period, cross-referenced with their close date and current probability. Get a prioritized list of deals that need attention before they are lost.

Absolutely. Copilot Agent can compare reps by pipeline value created, deals closed won, average deal size, average days to close, and overdue task count, giving your an instant performance snapshot.

Connect Salesforce with Google Ads, Meta, LinkedIn Ads, or Microsoft Ads via Windsor.ai to trace closed won opportunities back to their original lead source and ad channel. Find out which paid channels generate the highest average deal size and shortest sales cycle, and use these insights to make budget allocation decisions based on actual revenue, not just lead volume.

Here are examples of  more specific prompts you can use to dive deep into your Salesforce data:

• Analyse opportunity history for all deals closed in the last 90 days. How many stage changes did won deals go through on average compared to lost deals? At which stage did lost deals most commonly stall or regress?

• Look at all the leads created in the last 6 months by lead source. For each source, calculate the conversion rate to opportunity and the average time from lead creation to conversion. Which sources produce the fastest and highest-quality pipeline?

• Compare sales rep performance over the last quarter by total pipeline value created, number of deals closed won, average deal size, and average days to close. Are there reps with high pipeline creation but low close rates, suggesting a qualification or follow-up problem?

• Analyse campaign performance across all active Salesforce campaigns. For each campaign, compare budgeted cost against actual cost, number of leads generated, conversion rate to opportunity, and total value of won opportunities. Which campaigns delivered the highest return on investment?

• Look at all opportunities with a probability above 70% that have had no activity in the last 14 days. Cross-reference with their close date, how many are due to close within 30 days with no recent engagement? Flag these as at-risk deals that need immediate follow-up.

Yes. By combining opportunity amount, probability, forecast category, close date, and stage history, Copilot can give you a clearer picture of likely revenue for any given period.

Windsor.ai’s pricing for Microsoft Copilot data integration varies depending on the number of connected accounts and data sources. We offer absolutely transparent pricing plans for diversified business needs and budgets, along with a 30-day free trial and Windsor MCP included in every plan.

With Windsor MCP, the integration process takes a few minutes. No technical expertise or coding is required; connecting data to Copilot is simple, straightforward, and accessible to everyone.

Yes, we have helpful resources to help you get started. You can explore our official documentation and tutorials for seamless Salesforce to Copilot Agent integration with Windsor.ai:

• Salesforce Field Reference
• Copilot Agent Integration Documentation