Experience streamlined insights with focused cards for improved navigation and usability
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 | General availability |
|---|---|---|
| Users, automatically | - | Jun 2025 |
Business value
Insights should be presented in a way that's easy to navigate with minimal wasted time so you can quickly use the insights and focus on meaningful next best actions to achieve sales goals. With this feature, you can experience value the moment you start navigating through focused cards with minimal clutter, which streamline your workflow and make it easier to find the information you need. By simplifying navigation and enhancing usability, this feature saves you time, reduces effort, and allows you to focus on making informed decisions faster.
Feature details
Here are key updates to the Outlook side pane:
- Merged disparate actions into the contextual header.
- Optimized position of navigation and global action icons.
- Reduced information density by removing unnecessary information—for example, timestamp.
- Unifying multiple cards of Leads, Contacts, Opportunities, and Accounts into a single card of CRM records.
- Unifying multiple suggested actions into a single card.
- Reduce text and cognitive load by moving Key sales info, Opportunity summary, and Collaborate in Teams cards from top page (L0) to secondary page (L1).
This feature will be automatically enabled for all users and available in Win32, new versions of Outlook, and Outlook on the web.
This feature will be available in all tier-1 and tier-2 languages of Microsoft 365 Copilot for Sales.