Catch up on recent customer 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 | - | 
Jun 26, 2024 |
Business value
Relevant information pertaining to past interactions with a customer is scattered across multiple tools—including emails in Outlook and meetings in Teams. Consolidating all the information is tedious, manual work. Surfacing recent communications and insights from these in the flow of work will allow you to quickly catch up on customer context and move a deal forward with accurate and relevant responses.
Feature details
As a seller, you can view your recent email threads and Teams meetings with an external contact in the Recent communications card in the Copilot for Sales pane in Outlook. You can perform the following actions:
Select Summarize to get an AI-based summary of the recent email.
Select Open email to open the recent email in Outlook.
Select Open meeting to open the recent meeting in Teams.
Select See all to see up to three recent emails and meetings in the last 30 days that are related to the contact.
Note
Contact here refers to the first external email address in the list (for emails: sender + To + CC; for meetings: organizer + required + optional). If the email or meeting is in Compose mode, list does not include the sender/organizer.