Plan and prepare for Microsoft Sales Copilot in 2023 release wave 2
Important
This content is archived and is not being updated. For the latest documentation, go to What's new in Sales Copilot changing to Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
Important
The 2023 release wave 2 plan covers all new functionalities planned to be delivered to market from October 2023 to March 2024. In this article, you'll find the product overview and what's new and planned for Microsoft Sales Copilot.
Overview
Microsoft Sales Copilot is transforming the way sellers work. Sales Copilot is a copilot app that assists sellers everywhere they work, whether in Outlook, Microsoft Teams, or Dynamics 365 Sales, and connects to other CRM systems like Salesforce. Sales Copilot supercharges productivity through integrated data, enrichment, workflows, insights, and next generation AI capabilities that bridge Microsoft 365 productivity tools and any business system of record.
Designed for sellers productivity in Microsoft 365 and Microsoft Teams, Sales Copilot delivers:
- AI capabilities like email summarization, sales email composition, CRM entity summarization, sales meeting summarization, and real-time sales tips.
- Real-time business context from a seller's CRM system of record in the flow of work in Outlook and Teams (supporting Salesforce and Dynamics 365 Sales).
- A premium sales meeting experience with AI-powered intelligence to improve sales conversations and professionalism, and to streamline seller follow-through.
- Microsoft Teams sales templates to speed up structured team or channel creation, helping sellers collaborate in deal rooms with colleagues and customers with the assistance of a sales copilot.
Sales Copilot does all this while intelligently assisting the seller in updating the CRM right from Microsoft 365 and Teams, keeping data fresh, and eliminating the need for context switching.
For 2023 release wave 2, we continue to optimize the seller experience in Microsoft Teams and Outlook—using data and AI to help sellers remain in their flow of work. Sales Copilot brings the system of record and productivity tools together to meet sellers where they are and surface in-context collaboration experiences that improve engagements, intelligently suggest CRM updates, and help sellers reclaim time to focus on customer connections.
Microsoft Sales Copilot releases monthly; view the latest updates at Microsoft Sales Copilot Blog.
Do you have a new feature idea or some feedback? We encourage you to connect with us at Microsoft Sales Copilot - Community.
Investment areas
Microsoft Outlook experiences
Sales Copilot app experiences in Microsoft Outlook empower sellers to effectively communicate with their customers and sales team. In 2023 release wave 2, sellers will continue to see innovation in our core experiences—email summary and replies with sales data and insights, streamlined access to contextual CRM data, suggested CRM updates, and record creation experiences.
To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Microsoft Sales Copilot below:
For application administrators
User-impacting features to the user experience enabled automatically
User-impacting features should be reviewed by application administrators. This facilitates release change management and enables successful onboarding of new capabilities released to market. For the complete list, look for all features tagged "Users, automatically" in the release plan.
Features that must be enabled by application administrators
This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be available for their users. For the complete list, look for all features tagged "Users by admins, makers, or analysts" in the release plan.
Get the most out of Microsoft Sales Copilot
| Helpful links | Description |
|---|---|
| Release plan | View all capabilities included in the release. |
| Licensing | Improve your understanding of how to license Microsoft Sales Copilot. |
| Product documentation | Find documentation for Microsoft Sales Copilot. |
| User community | Engage with Microsoft Sales Copilot experts and peers in the community. |
| Upcoming events | Find and register for in-person and online events. |
| Product trials | Get started with Microsoft Sales Copilot. |