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Enhanced user experience for recent communications

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.

Enabled for Public preview General availability
Users, automatically - Jul 29, 2024

Business value

We recently released a communication feature in the Copilot for Sales side pane in Outlook that consolidates emails in Outlook and meetings in Teams involving an external contact and the seller. This allowed you to quickly catch up on customer context. Now, with this latest enhancement, we are shipping a streamlined user experience that adds previews of emails and meetings.

Feature details

With this enhancement, we are shipping:

  • A streamlined design that makes the ability to get AI-based summaries of recent email threads more prominent.
  • Added previews of emails and meetings.
  • Open email/open meeting (in Outlook) interaction pattern changed to click on title for a cleaner user experience.

This capability is available in:

  • Copilot for Sales product area: Outlook

See also

View recent communication in Copilot for Sales (docs)