Stay on top of your work with Copilot overview page
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 | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | Mar 2025 | - | Jul 2025 |
Business value
Sellers managing multiple leads and opportunities often struggle to balance the competing demands of their customers while keeping track of all necessary tasks. Sellers don’t have a single place to access the required information.
The Copilot overview page empowers sellers to build a sales pipeline and focus on the most important opportunities with minimal navigation in the Dynamics 365 Sales app. The sales agents will do most of the work, keeping sellers updated on the progress. Any task that requires seller input or intervention surfaces directly on the overview page, ensuring sellers can prioritize those tasks.
The overview page helps sellers start and end their day successfully, guiding them through tasks and activities. It eliminates the need to jump between grids, forms, and sections, offering a streamlined experience that maximizes productivity. The overview page helps sellers improve deal velocity and win rates by automating manual tasks and conducting research on their behalf.
Feature details
As a seller, you can:
- Follow suggested actions to stay ahead in your work.
- View goal information and how much quota is achieved.
- Find key leads and opportunities to focus on.
- Get to know about opportunities that are at risk and get suggested actions.
- Prepare for upcoming sales meetings.
- Stay on top with real-time insights across different entities