通过

Suggest updates to CRM opportunity

  • 项目

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 - Aug 1, 2024

Business value

Copilot for Sales harnesses the power of AI to detect and recommend the relevant updates to opportunity records, including stage, close date, and estimated revenue, directly from emails or meetings. This functionality empowers you and your sales teams with guidance, ensuring that the CRM data remains accurate and up to date. By streamlining the opportunity management process, it enhances sales efficiency, improves forecasting accuracy, and increases the likelihood of closing deals. Ultimately, this feature leads to higher sales effectiveness, revenue growth, and a more streamlined and data-driven sales operation.

Feature details

Suggested updates to the CRM opportunity are displayed based on emails or conversations you had with your customers. The suggested updates help you keep the CRM up to date with information such as opportunity estimated closed date, estimated revenue or budget, and stage.

Users can take the action immediately within their flow of work, depending on their user settings and the form settings within Copilot for Sales admin settings. In case the user doesn't have edit permissions, or the admin did not enable editing within the Copilot for Sales add-in in Outlook, the app will redirect to the CRM record and deep link to the CRM for quick access.

The suggested updates are displayed in Copilot for Sales add-in in Outlook, and will be available via Microsoft Copilot Chat, and the Copilot for Sales app in Teams. You must enable Copilot for Sales and Copilot for Microsoft 365 in your environment to see suggested updates.

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

View suggested CRM updates (docs)