Integrate Copilot for Sales with Copilot in Microsoft Word

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for	Public preview	General availability
Users, automatically	Apr 2024	Apr 2024

Business value

This capability seamlessly integrates Copilot for Sales insights into the meeting preparation process. By auto-generating meeting preparation documents with sections for participant and stakeholder information, opportunity summaries, relevant email summaries, previous meeting summaries, open tasks, and open cases, this feature optimizes the preparation phase for you.

This deep integration with Copilot in Microsoft Word ensures that you have quick and easy access to all the necessary information, streamlining your pre-meeting efforts and enabling you to engage more effectively with clients. As a result, this feature enhances productivity, improves customer interactions, and ultimately drives better sales outcomes, reinforcing the role of Copilot for Sales as an indispensable tool in the Copilot in Microsoft Word experience.

Feature details

You can use Copilot in Microsoft Word, powered by Copilot for Sales, to generate a sales meeting preparation document containing following sections:

• Participants and other stakeholders' information
• Opportunity summary
• Relevant email summaries
• Previous meeting summary
• Open tasks for relevant opportunity
• Open cases for relevant account

To use this capability, Copilot for Sales must be enabled in your environment, and you must have a Microsoft 365 license.

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
• South America
• Canada
• India
• Japan
• France
• Korea