Prepare for a sales meeting with Copilot in Microsoft Word

Enabled for	Public preview	General availability
Users, automatically	Apr 1, 2024	-

Business value

Getting ready for a customer interaction is key for sellers to be successful and reach their quota. With Copilot for Sales, sellers generate a detailed meeting preparation report in real time, directly from Copilot in Microsoft Word. Copilot creates a detailed report that brings key information and insights from the CRM. Sellers can easily share the report with colleagues so the entire sales team stays up to date.

Feature details

Use Copilot in Microsoft Word, powered by Copilot for Sales, to generate a sales meeting preparation document. This capability seamlessly integrates Copilot for Sales insights into the meeting preparation process. When you auto-generate meeting preparation documents, you get:

• Participants' status and related information such as their title and role from the CRM.
• A short summary of the opportunity related to the meeting.
• Summary of the previous email thread related to the meeting.
• Summary of the previous meeting along with key insights and action items.
• Tasks that are open for the related opportunity.
• Information about open cases and additional open opportunities relevant for the account.

To use this capability, your environment must enable Copilot for Sales, and you must have a Copilot for Sales license.

Geographic areas

This feature is available in 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

Additional resources

Generate premeeting report with Copilot in Microsoft Word (docs)