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Prepare for a sales meeting with Copilot in Microsoft Word

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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 Apr 1, 2024 -

Business value

Getting ready for a customer interaction is key for sellers to be successful and reach their quota. With Copilot for Sales, sellers get to generate a detailed meeting preparation report in real time, directly from Copilot in Microsoft Word. Copilot generates a detailed report that brings key information and insights from the CRM, which can be easily shared with colleagues so that the entire sales team is up to date.

Feature details

You can use Copilot in Microsoft Word, powered by Copilot for Sales, to generate a sales meeting preparation document. This capability seamlessly integrates Copilot for Sales insights into the meeting preparation process. By auto-generating meeting preparation documents, you can get:

  • Participants' status and related information such as their title and role from the CRM.
  • A short summary of the opportunity related to the meeting.
  • Summary of the previous email thread related to the meeting.
  • Summary of the previous meeting along with key insights and action items.
  • Tasks that are open for the related opportunity.
  • Information about open cases and additional open opportunities relevant for the account.

To use this capability, Copilot for Sales must be enabled in your environment, and you must have a Copilot for Sales license.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea

See also

Generate premeeting report with Copilot in Microsoft Word (docs)