Plan and prepare for Microsoft 365 Copilot for Sales in 2025 release wave 1
Important
The 2025 release wave 1 plan covers all new functionalities planned to be delivered to market from April 2025 to September 2025. In this article, you'll find the product overview and what's new and planned for Microsoft 365 Copilot for Sales.
Overview
Microsoft 365 Copilot for Sales is a role-based Copilot agent that brings together the power of Microsoft 365 Copilot with seller-specific insights and automated sales workflows. Copilot for Sales helps sellers save time, work more efficiently, focus on the most important activities, generate innovative ideas, build stronger customer relationships, and ultimately close more deals.
In 2025 release wave 1, we're focused on the following capabilities:
- Helping sellers prioritize their opportunities and drive deal acceleration opportunities.
- Automating CRM record updates and suggestions using the power of agents.
- Enhancing assistive AI experiences in Copilot for Sales such as providing richer CRM context in email summaries.
- Supporting enhancements to enable strong pre-, post-, and in-meeting experiences for sellers.
- Delivering further Microsoft 365 suite connectivity with the power of Copilot for Sales and OneNote.
Learn more about Copilot for Sales:
Investment areas
Application experiences
Microsoft 365 Copilot for Sales is an AI assistant designed to empower sellers with insights, recommendations, actions, and up-to-date CRM data directly from within the Microsoft 365 applications they already use daily. Copilot for Sales is a Copilot-first application built atop Copilot for Microsoft 365. It works with both Dynamics 365 Sales and Salesforce. The cross-application experiences span multiple Microsoft 365 applications and their CRM systems so that sellers can stay productive within the flow of work.
Sellers use different applications for various aspects of their work, such as Outlook for email, Teams for meetings, and Dynamics 365 or Salesforce for CRM systems. Copilot for Sales connects these applications and enables sellers to do their tasks more efficiently within the same workflow. For example, sellers can update their CRM systems from Outlook or Teams without switching applications. Copilot for Sales also provides insights from other applications that can help sellers communicate better with their customers, build trust, and close more deals.
Copilot agents
Copilot agents within Microsoft 365 Copilot for Sales help sellers and sales teams autonomously complete end-to-end sales processes. Agents will reason over sales data to help complete sales tasks in the background and provide insights to the seller. These agentic scenarios assist sellers throughout the sales process by qualifying and prioritizing leads, providing sellers with insights about their opportunity to identify recommendations for next steps to help close the deal, and providing insights to help sellers prepare for their upcoming sales meetings.
Microsoft Outlook experiences
Microsoft 365 Copilot for Sales is an AI assistant designed for sellers. The Copilot for Sales app in Outlook provides recommendations and information to help you stay connected to your customers, minimize data entry, and personalize your engagements to close deals faster with higher win rates.
Get related information from CRM systems such as contact details, account history, and opportunities, save activities (such as emails and meetings) to CRM systems, get an overview of recent interactions with your customers, such as email summaries, meeting notes, and action items, and use AI capabilities to draft emails, summarize conversations, and generate follow-ups. The Copilot for Sales experience within Microsoft Outlook is delivered through an integrated app experience and by enriching the Copilot in Microsoft Outlook capabilities with sales-specific skills, data, and actions.
To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Microsoft 365 Copilot for Sales below: