Microsoft Copilot Sales Agent

CRM · B2B

Product Strategy

End-to-End Design

Microsoft Copilot for Sales is an AI sales agent that brings CRM data and sales intelligence into the tools sellers use every day. I designed foundational CRM experiences across Outlook and Teams and helped build the design system that scaled the product across teams and Microsoft 365 surfaces.

About this project

Company

Microsoft AI Monetization

Role

Product designer

Year

2023-2024

End-to-end design: Bringing CRM into the flow of work

CORE CRM EXPERIENCES
Designed foundational CRM workflows across Outlook, including search, record creation, and saving emails to CRM—reducing context switching and keeping sellers within their existing flow of work.
EXTENSIBLE SALES EXPERIENCES
Established patterns for bringing third-party sales and CRM insights into Copilot for Sales, enabling integrations with platforms such as DocuSign and PROS while maintaining a cohesive product experience.

Design system: Scaling consistency across the product

CORE DESIGN LIBRARY
Led and evolved the Copilot for Sales Core Library, creating reusable components and patterns using atomic design principles to establish a reliable source of truth for product teams.
SCALING ACROSS TEAMS & SURFACES
Partnered across the design studio to standardize patterns and maintain consistency across Outlook, Teams, and Microsoft 365. The library scaled to support 4+ product teams and continued to evolve alongside the product.

End-to-end design: Bringing CRM into the flow of work

CORE CRM EXPERIENCES
Designed foundational CRM workflows across Outlook, including search, record creation, and saving emails to CRM—reducing context switching and keeping sellers within their existing flow of work.
EXTENSIBLE SALES EXPERIENCES
Established patterns for bringing third-party sales and CRM insights into Copilot for Sales, enabling integrations with platforms such as DocuSign and PROS while maintaining a cohesive product experience.

Design system: Scaling consistency across the product

CORE DESIGN LIBRARY
Led and evolved the Copilot for Sales Core Library, creating reusable components and patterns using atomic design principles to establish a reliable source of truth for product teams.
SCALING ACROSS TEAMS & SURFACES
Partnered across the design studio to standardize patterns and maintain consistency across Outlook, Teams, and Microsoft 365. The library scaled to support 4+ product teams and continued to evolve alongside the product.

Monthly active user growth

4+ teams

Design system adoption

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