What's new and planned for Microsoft 365 Copilot for Sales

This topic lists features that are planned to release from April 2025 through September 2025. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.

For a list of the previous wave's release plans, go to 2024 release wave 2 plan.

In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.

This check mark ( ) shows which features have been released for public preview or early access and for public preview, early access, and general availability.

Application experiences

Microsoft 365 Copilot for Sales experiences connect CRM systems across Microsoft 365 surfaces, helping sellers stay productive within the flow of work.

Feature Enabled for Public preview General availability
Use Salesforce record types in Copilot for Sales Admins, makers, marketers, or analysts, automatically - Jun 2025

Copilot agents

Copilot agents within Microsoft 365 Copilot for Sales help sellers autonomously complete end-to-end sales processes.

Feature Enabled for Public preview General availability
Improve seller efficiency through digest of meetings and action shortcuts Users, automatically Mar 2025 May 2025

Microsoft Outlook experiences

Experiences in Microsoft Outlook to empower sellers to efficiently and effectively communicate throughout the sales process.

Feature Enabled for Public preview General availability
Experience streamlined insights with focused cards for improved navigation and usability Users, automatically - Jun 2025

You are able to opt into some features as part of early access on February 3, 2025, including all mandatory changes that affect users. To learn more, go to Early access FAQ.

Description of Enabled for column values:

  • Users, automatically: These features include changes to the user experience and are enabled automatically.

  • Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.

  • Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.

For a list of the countries or regions where Dynamics 365 business applications are available, go to the International availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.