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CentroBot vs Microsoft Copilot for Sales

Salesforce inside Microsoft Teams, two different ways. Both products put Salesforce in Teams; they answer different questions.

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Copilot for Sales is built for the rep who wants CRM context while reading email or sitting in a meeting. CentroBot is built for companies that need Salesforce to reach into Teams on its own: create the channel, post the change, ask for the update, and write the answer back. This page lays out what each does, what it costs to run, and where each one stops.

What Copilot for Sales is

Microsoft's paid add-on for Microsoft 365 that connects to Salesforce Sales Cloud. It shows CRM records alongside Outlook email and Teams meetings, drafts email with CRM context, summarizes meetings, and lets a rep save an email or a meeting summary to Salesforce. Microsoft's documentation now refers to it as Sales agent; the capability set on this page is the same product.

Where it fits: firms standardized on Microsoft 365 whose reps live in Outlook and want CRM context without opening Salesforce.

Quick facts

Runs in: Outlook and Teams meetings

Owned by: Microsoft 365 admin

Pricing model: Per user, on top of Microsoft 365 Copilot where required

Limits: Pull model, no Teams channel management

What CentroBot is

Centro's Salesforce agent for Microsoft Teams, running on the Centro integration. Automation is built in Salesforce Flow by your Salesforce admin. CentroBot creates and manages Teams channels from records, posts when records change, prompts users for updates with a form or a question, answers questions about Salesforce data in the channel, and writes the answer back to Salesforce under the user's own login. Agentforce agents can be surfaced in Teams through the same app. Salesforce data is read and written through the Salesforce API; there is no shadow data store.

Where it fits: Sales, RevOps, and client teams that communicate in Microsoft Teams and want to keep Salesforce up to date without leaving it, and companies that need non-licensed teammates in the loop.

The difference in one sentence

Copilot answers when the rep asks. Centro keeps Salesforce in the conversation: CentroBot prompts the rep before the rep has to, and Flow writes the answer back.

Where each one stops

Copilot for Sales

Pull model. The rep opens the pane or asks the question. Nothing fires when a record changes or a required field is empty.
Real-time meeting tips cover CRM context and brand or competitor mentions. There is no playbook check and no coverage checklist against the record.
Meeting features need an external participant on the invite and transcription running.
Licensed per user, on top of the Microsoft 365 Copilot license where required.
No channel management. It does not create a Teams channel from an opportunity or manage its membership.
Every user needs a Salesforce license; there is no path for a teammate outside Salesforce.

CentroBot

A paid subscription, flat per user, no message metering.
Automation is built in Salesforce Flow. Centro sets up the first flows with you if your admin prefers.
Does not draft email or summarize Outlook threads. Meeting capture is done through CentroBot prompts, not transcription.

Comparison table

Criterion	Copilot for Sales	CentroBot
Model	Pull: rep asks, Copilot answers	Push: Salesforce prompts the rep
CRM context in Outlook	Yes	No
CRM context in Teams meetings	Yes, with transcription and an external participant	Yes, through CentroBot in the meeting chat
Post to Teams when a record changes	No	Yes, from Salesforce Flow
Create and manage Teams channels from records	No	Yes
Prompt a rep for a missing field or checklist item	No	Yes, Action Prompts and the compliance nudge
Write back to Salesforce	Save email or meeting summary	Any field, any object, under the user's login
Include teammates without a Salesforce license	No	Yes, via the automation user
Built and owned by	Microsoft 365 admin	Salesforce admin in Flow
Data path	Microsoft 365	Salesforce API, no shadow data store
Licensing	Per user, on top of Microsoft 365 Copilot where required	Flat per user

Using both

Some firms run both: Copilot for email and meeting summaries, CentroBot for channels, prompts, and write-back. They do not overlap on the work that matters to a RevOps lead, so this is a reasonable stack for a Microsoft-first org that also needs Salesforce to drive process.

If your reps want CRM context in their inbox, Copilot for Sales does that and CentroBot does not. If you need Salesforce to open the channel, post the change, and ask the rep for what is missing, that is CentroBot. Setup steps for the native app, Power Automate, and Centro are on the how-to page. See every comparison on one page. Book a demo.

Frequently asked questions

Does Copilot for Sales work with Salesforce?

Yes. It connects to Salesforce Sales Cloud and shows CRM records in Outlook and Teams. It does not automate Salesforce or create Teams channels.

Can Copilot for Sales post to a Teams channel when an opportunity changes?

No. It responds to the rep's request. Centro posts from a Salesforce Flow action when the record changes.

Do I need Microsoft 365 Copilot to use Copilot for Sales?

Licensing has changed more than once. Check Microsoft's current licensing page for your plan before budgeting.

Can I run Copilot for Sales and Centro together?

Yes. Copilot covers email and meeting summaries. Centro covers channels, prompts, and write-back. Neither depends on the other.

Which is better for compliance workflows?

Centro writes every update under the user's own login with Salesforce field history intact, and can prompt the rep on required checklist items before a call ends. Copilot for Sales saves summaries the rep chooses to save. See /security for what Centro supports.

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A 30-minute walkthrough of what you have, what you need, and which method fits.

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