Stay updated with action items from customer conversations
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | Mar 2025 | - | - |
Business value
Sellers often juggle multiple leads and opportunities, making it challenging to stay organized and respond to various customer requests. This complexity can lead to missed follow-ups and delays in the sales process, ultimately hindering their ability to close deals. Our latest update addresses these issues by automatically capturing essential follow-up actions from conversations. By suggesting next steps such as sending emails or scheduling meetings, it empowers sellers to focus on engaging with customers rather than managing tasks. This increased efficiency enhances productivity and fosters a smoother sales process, allowing sellers to meet customer expectations more effectively.
Feature details
As a seller, you can:
- Get a list of follow-up action items gathered from customer conversations such as emails and Teams meetings from Copilot.
- Get email content suggestions for follow-ups to ensure timely, consistent, and high-quality communication with customers.
- Get suggestions for meeting agendas and participants to streamline coordination and keep the sales process running smoothly.
- Track follow-up actions and stay organized as Copilot identifies and creates tasks for you.
Geographic areas
This feature will be released into the following Microsoft Azure geographic areas:
- Germany
- Norway
- Singapore
- South Africa
- Switzerland
- United Arab Emirates
- Sweden
- Qatar
- United States
- Europe
- Asia Pacific
- United Kingdom
- Australia
- Brazil
- Canada
- India
- Japan
- France
- Korea
- China