View key sales information

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 Apr 1, 2024

Business value

You can use Copilot for Sales to view key sales information that provides significant business value by offering insights on contacts and accounts, suggesting relevant opportunities with detailed explanations, and allowing you to choose alternative entities. It enhances sales efficiency, increases conversion rates, and fosters better customer relationships, ultimately driving business growth and profitability.

Feature details

As a seller, you can use key sales information to see insights about contacts, accounts, and when applicable, the connected lead. It also suggests the most relevant opportunity and includes more details. You can choose a different opportunity if the suggested opportunity is not the most relevant. References are shown explaining why you are seeing each 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

View key sales information in Copilot for Sales (docs)