What's new and planned for Microsoft Copilot for Sales
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
This topic lists features that are planned to release from April 2024 through September 2024. 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 next 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
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 |
|---|---|---|---|
| Enable or disable attachment saving for emails and meetings | Admins, makers, marketers, or analysts, automatically | - |
Aug 30, 2024 |
| Suggest updates to CRM opportunity | Users, automatically | - |
Aug 1, 2024 |
| Prepare for a sales meeting with Copilot in Microsoft Word | Users, automatically |
Apr 1, 2024 |
- |
| Extend Microsoft Copilot for Sales | Users, automatically |
May 31, 2024 |
- |
| View key sales information | Users, automatically |
Apr 1, 2024 |
Apr 1, 2024 |
| Create meeting follow-up emails from meeting summary | Users, automatically | - |
Aug 20, 2024 |
Extensible experiences
Experiences that can be extended using connectors for data, enrichments, and insights to suit an organization's needs.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Get a simpler sign-in experience for Copilot for Sales extensions | Admins, makers, marketers, or analysts, automatically |
Sep 16, 2024 |
- |
| Sign in to partner applications from Copilot for Sales easily | Users, automatically |
Apr 15, 2024 |
- |
| Use Microsoft Copilot Studio to extend Copilot for Sales | Admins, makers, marketers, or analysts, automatically |
Jun 10, 2024 |
- |
| Use Copilot Studio to enable partner application integrations | Admins, makers, marketers, or analysts, automatically |
Jun 10, 2024 |
- |
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 |
|---|---|---|---|
| View Teams meeting recaps in recent communications | Users, automatically | - |
Aug 19, 2024 |
| Integrate Copilot for Sales with Outlook email drafts | Users, automatically | - |
Apr 1, 2024 |
| Integrate Copilot for Sales with Outlook email summaries | Users, automatically | - |
Apr 1, 2024 |
| Search, view, and edit CRM records directly in Copilot for Sales | Users, automatically | - |
May 31, 2024 |
| Automatically save attachments when saving emails to CRM | Users, automatically | - |
Jun 30, 2024 |
| Track more fields as part of saving emails or events to CRM | Users by admins, makers, or analysts | - |
Jun 30, 2024 |
| Catch up on recent customer communications | Users, automatically | - |
Jun 26, 2024 |
| Date and time support for CRM record creation and editing | Users, automatically | - |
Aug 19, 2024 |
| Enhanced user experience for recent communications | Users, automatically | - |
Jul 29, 2024 |
Microsoft Teams experiences
Experiences in Microsoft Teams to assist sellers with sales collaboration and effective customer communication.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| View sales information with Copilot in Microsoft Teams during meetings | Users, automatically |
Jun 11, 2024 |
Jun 11, 2024 |
| Access real-time data during Teams meetings | Users, automatically | - |
Apr 15, 2024 |
| Share important sales information seamlessly from Outlook to Teams | Users, automatically | - |
Jul 29, 2024 |
| Show AI-generated entity summaries when sharing CRM records | Users, automatically | - |
Apr 15, 2024 |
| Collaborate with sales teams using AI-powered planner tasks | Users, automatically |
May 20, 2024 |
Jul 24, 2024 |
| Support sellers with Copilot for Sales mobile experiences in Teams | Users, automatically | - |
Apr 30, 2024 |
| Sign in to Copilot for Sales from Microsoft Teams | Users, automatically | - |
Aug 19, 2024 |
You are able to opt into some features as part of early access on February 5, 2024, 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.