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Copilot in Outlook and Frida: two jobs in one inbox
Copilot in Outlook works on the mail. It prioritises arriving mail by itself, and it summarises threads and writes drafts when you ask. Frida works on the sale: it builds a board from the customer conversations, suggests new deals and stage moves and has follow-ups and replies ready. The two do different jobs and can be used side by side.
Copilot: prioritises, summarises and drafts in Outlook
Frida: deals, stages and follow-ups from customer email
The two can be used in the same inbox
Two different jobs, and you can have both
Choose Copilot if …
you want help with the email itself: prioritising, summaries and drafts
you also want to use it in Word, Excel, PowerPoint and Teams with a Microsoft 365 Copilot licence
your sales data is in Dynamics 365 Sales or Salesforce, and you want it shown next to the email
Choose Frida if …
you want a board of your deals without buying a CRM to go with it
quotes must not stall because nobody followed up
you want to see whose move it is in every customer conversation
The mail or the sale
Both read your Outlook, but they look for different things. Copilot looks at the single email and thread. Frida looks at what the conversation means for a sale.
Copilot in Outlook
Reviews emails as they arrive and gives them high, normal or low priority.
Summarises a thread.
Writes a draft and coaches you on an email you have written yourself.
Creates and changes Outlook rules from plain language in the chat.
Helps with planning meetings and preparing for them.
Frida
Suggests a deal when a customer asks about something new.
Suggests moving the deal to the next stage when the conversation moves on.
Shows on Court who wrote last, and how long ago that was.
Has a follow-up ready when a quote has gone quiet.
Has a reply draft ready in your tone, for you to approve.
If you search for Copilot and CRM in Outlook, you meet three different things. It is worth keeping them apart before you choose.
Microsoft’s Sales agent is still called Copilot for Sales on some Microsoft pages. We have seen the change of name in the documentation; we have not found a page where Microsoft announces it.
Copilot in Outlook: the assistant in your inbox. It prioritises, summarises and drafts, and Microsoft’s page about it mentions neither deals nor a pipeline.
Microsoft’s Sales agent: an add-in for Outlook and an app for Teams that brings sales data from Dynamics 365 Sales or Salesforce in next to the email. In Outlook it summarises threads, suggests replies and next steps and can save the email and the contact to the CRM. According to Microsoft’s questions and answers about the Sales agent it is part of the Microsoft 365 Copilot licence, an administrator has to install it, and it needs one of those two CRMs.
Frida: a product of its own, not a part of Copilot. Frida is itself the overview of your deals and builds it from your Outlook, so you do not need another CRM.
The two overlap in one place, which is reply drafts. The rest is two different jobs. What is said about Copilot comes from Microsoft’s own pages, and the source is on every row.
Criteria
Frida
Microsoft Copilot
Source
What it works on
The sale: deals, stages and follow-ups from customer conversations.
The mail: prioritising, summaries, drafts, rules and meeting planning in Outlook.
An Outlook or Microsoft 365 mailbox. No Copilot licence.
Copilot Chat in Outlook is available with eligible Microsoft 365 subscriptions without a separate Copilot add-on; fuller capabilities depend on licence and admin settings.
Written by Frida from vendors’ public documentation, rather than hands-on testing of every tool. Frida sells one of the products. Features and plans can change.
Yes. They do different jobs in the same inbox. Copilot in Outlook prioritises the mail that arrives, and summarises and writes when you ask. Frida keeps track of the sale: it suggests deals and stage moves from the customer conversations and has the follow-up ready. Frida is a product of its own and is not a part of Copilot.
Do I need a Copilot licence to use Frida?
No. Frida needs an Outlook or Microsoft 365 mailbox and nothing else from Microsoft. You need neither Copilot Chat nor a Microsoft 365 Copilot licence, and you do not need Dynamics 365 Sales or Salesforce. If you already have Copilot, you can keep it. The two use the same mailbox for different jobs.
What is Microsoft’s Sales agent in Outlook?
The Sales agent is Microsoft’s add-in for Outlook and Teams for sales work. It is still called Copilot for Sales on some Microsoft pages. It brings sales data from Dynamics 365 Sales or Salesforce in next to the email, summarises threads, suggests replies and can save emails and contacts to the CRM. Microsoft describes it as part of the Microsoft 365 Copilot licence, and an administrator has to install it.
Can Copilot keep track of my deals?
The documentation for Copilot in Outlook does not describe a dealboard built from your conversations, like Frida’s. Microsoft’s Sales agent, which Microsoft describes as part of the Microsoft 365 Copilot licence, brings data from Dynamics 365 Sales or Salesforce into Outlook and needs one of those CRMs. This comparison covers Copilot in Outlook itself.
What does Microsoft 365 Copilot cost?
On its Microsoft 365 Copilot page, Microsoft states a price of USD 30.00 per user per month paid yearly, or USD 31.50 paid monthly with an annual commitment. That was read as of October 2026 and comes on top of a qualifying Microsoft 365 plan. According to Microsoft, Copilot Chat in Outlook comes with eligible Microsoft 365 subscriptions at no additional cost. What Frida costs is in the price block above these questions.
Try an example without signing in, read the practical steps, or see how to connect your own email sources.
An unanswered quote
Follow a deal from its first email to new information and an updated next step. See what Frida brings together for you and what needs your decision. Fictional example data; no AI analysis or sending in the demo.
Frida finds the sales opportunities in your Outlook conversations, keeps them up to date and prepares the follow-up. You type nothing in, and nothing is sent before you have read it.