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Match email to lead entity

  • Artykuł

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.

Enabled for Public preview General availability
Users by admins, makers, or analysts Dec 11, 2023 -

Business value

Many sales organizations rely on the concept of leads as a critical step in the sales conversion process. Traditionally, a lead refers to a contact, individual, or organization that has expressed an interest in other goods or services of an organization.

By supporting the leads entity, Sales Copilot can match incoming and outgoing emails to leads in the organization's CRM, thus showing field-level context and existing relationships to other entities within the system.

Feature details

Supporting leads in Sales Copilot means:

  • Sellers can match an email to leads that surface from the selected email, the same way the product does for contacts.
  • Sellers can schedule a meeting and match it to a lead.
  • Sellers can create new leads from external emails they receive from leads that are not already tracked in their CRM.
  • Sellers can make edits to fields in the lead entity from Sales Copilot.
  • Admins have the ability to disable support for the lead entity.

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

Configure leads support (docs)