What's new and planned for Microsoft Copilot for Sales
This topic lists features that are planned to release from October 2024 through March 2025. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.
For a list of the previous wave's release plans, go to 2024 release wave 1 plan.
In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.
This check mark (
) shows which features have been released for public preview or early access and for public preview, early access, and general availability.
Cross-application experiences
Copilot for Sales experiences connect CRM systems across Microsoft 365 surfaces, helping sellers stay productive within the flow of work.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Easily save meeting notes to CRM following Teams meetings | Users, automatically | - | Mar 2025 |
| Manage deals with the opportunity intelligence agent | Users by admins, makers, or analysts | Jan 2025 | Mar 2025 |
| Access Copilot for Sales usage data via Analyst Workbench | Users by admins, makers, or analysts | - | Dec 2024 |
Extensible experiences
Experiences that can be extended using connectors for data, enrichments, and insights to suit an organization's needs.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Extend email drafts with file links from third-party systems | Users by admins, makers, or analysts | - | Dec 2024 |
Microsoft Outlook experiences
Experiences in Microsoft Outlook to empower sellers to efficiently and effectively communicate throughout the sales process.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Share records when composing emails in Outlook | Users, automatically | - | Jan 2025 |
| Access Copilot for Sales from Outlook mobile | Users, automatically | - | Mar 2025 |
| Add contacts, save emails to CRM from Outlook email banner | Users, automatically | - |
Oct 22, 2024 |
| Enrich your contacts with LinkedIn Sales Navigator in Outlook | Users by admins, makers, or analysts | Jan 2025 | - |
| Benefit from enhanced email summaries and drafts with meeting suggestions | Users, automatically | - | Dec 2024 |
Microsoft Teams experiences
Experiences in Microsoft Teams to assist sellers with sales collaboration and effective customer communication.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Prepare for meetings with Copilot for Sales meeting prep agent | Users, automatically | Mar 2025 | - |
| Post-meeting AI-generated summary emails for customer follow-up | Users, automatically | - |
Nov 30, 2024 |
You are able to opt into some features as part of early access on August 12, 2024, including all mandatory changes that affect users. To learn more, go to Early access FAQ.
Description of Enabled for column values:
Users, automatically: These features include changes to the user experience and are enabled automatically.
Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.
Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.
For a list of the countries or regions where Dynamics 365 business applications are available, go to the International availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.