Microsoft and Gong Integrate AI to Streamline Sales Workflows and Boost Team Performance

Microsoft and Gong Partnership Boosts Sales Performance

Microsoft recently teamed up with AI sales software provider Gong to help sales teams work smarter. Their integration connects Gong’s AI-driven sales data directly with Microsoft Copilot, Microsoft 365, Teams, Outlook, and Dynamics 365, making valuable insights easily accessible where salespeople spend most of their time.

This partnership also allows users to create AI agents through Microsoft Copilot Studio that automate routine tasks and workflows in Microsoft 365, all while leveraging Gong’s rich sales data.

How the Integration Works

At the heart of the collaboration is a Microsoft Graph Connector for Gong. This brings Gong’s customer interaction data into Microsoft’s software ecosystem via Microsoft Graph, which provides a unified API access point for data across Microsoft 365 services.

According to Microsoft Corporate Vice President Bryan Goode, Microsoft Graph is the largest collection of work-related data globally, growing by billions of files daily. Adding Gong’s customer conversation data to this mix offers sales teams unique and actionable insights.

Emily He, Chief Marketing Officer of Gong, highlights that the goal is to eliminate friction in daily workflows, enabling sales reps to act faster with less manual effort. Now, conversation summaries, action plans, risk alerts, and competitive objection details appear right inside Outlook, Teams, or Copilot—no need to switch apps.

What This Means for Sales Teams

With this integration, sales reps using Microsoft Copilot or related apps can review Gong data within their enterprise tools and click through to Gong for deeper context, like past conversations and activity history.

The connection with Microsoft Dynamics 365 brings customer interaction data directly into CRM workflows, improving reporting accuracy, speeding up meeting prep, and helping salespeople make timely decisions without manual data entry or platform hopping.

A demo showed how a sales rep could:

• View deal summaries and follow-up actions inside Microsoft apps
• Access call summaries and CRM data merged by Copilot
• Receive flagged concerns from customer calls for immediate attention
• Let Copilot draft follow-up emails that include customer concerns and next steps
• Filter past interactions by activity type for better context

Creating Custom AI Agents

Microsoft and Gong also enable customers to build custom AI agents using Copilot Studio. These agents use Gong as a knowledge source to automate key sales tasks.

Examples include automatic weekly updates on top deals, alerts for at-risk opportunities, pipeline change summaries, and triggering follow-up communications—all reducing manual workload and keeping sales reps focused on what matters.

Microsoft is building an ecosystem around Copilot that makes it easy for users and IT teams to add and manage AI agents based on their unique workflow needs. This includes an agent store featuring partner-developed AI tools.

Looking Ahead: Copilot Summit 2026

The upcoming Copilot Summit, scheduled for March 17-19, 2026, in San Diego, will focus on the impact and opportunities of Microsoft Copilot and AI agents. This event is a key moment for sales professionals interested in how AI can improve their daily work.

For sales teams ready to deepen their AI knowledge and skills, exploring AI courses tailored to sales roles can add significant value. Check out Complete AI Training’s courses by job for practical learning paths.