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What's new and planned for Microsoft 365 Copilot for Sales

This article lists features that Microsoft plans to release from April 2025 through September 2025. Because this article lists features that Microsoft might release in the future, dates might change. Microsoft might not release some features. For more information, see Microsoft policy.

In the General availability column, Microsoft delivers the feature during the month listed. The feature might release any day of that month. For released features, the article shows the full date, including the date of release.

The check mark ( ) indicates features that are available for preview or early access and for preview, early access, and general availability.

Application experiences

Microsoft 365 Copilot for Sales experiences connect CRM systems across Microsoft 365 surfaces. With these experiences, sellers stay productive within the flow of work.

Feature Enabled for preview General availability
Easily save meeting notes to CRM following Teams meetings Users, automatically - Apr 25, 2025

Copilot agents

Copilot agents in Microsoft 365 Copilot for Sales help sellers complete sales processes on their own.

Feature Enabled for preview General availability
Enhance email summaries with improved third-party insights Admins, makers, marketers, or analysts - Apr 15, 2025
Engage prospects faster with Sales Agent enriched leads Admins, makers, or analysts Jun 2025 Oct 2025
Autonomously grow your pipeline with Sales Agent Admins, makers, or analysts Jun 2025 Oct 2025
Get AI-powered insights with enhanced pre-meeting card Users - Jun 2025

Microsoft Outlook experiences

Experiences in Microsoft Outlook that empower sellers to efficiently and effectively communicate throughout the sales process.

Feature Enabled for preview General availability
Access Copilot for Sales from Outlook mobile Users, automatically Jan 20, 2025 Aug 2025
Include account and opportunity info in AI-generated emails Users, automatically - Jun 2025

Microsoft Teams experiences

Experiences in Microsoft Teams that help sellers collaborate on sales and communicate effectively with customers.

Feature Enabled for preview General availability
View all sales insights in one recap location Users, automatically - Jul 2025
Control if the system stores AI-generated insights in Dataverse Admins, makers, marketers, or analysts, automatically - Jul 2025
Control if sellers can share meeting insights Admins, makers, marketers, or analysts, automatically - Sep 2025
Start your day with a Copilot for Sales meeting summary Users, automatically - Jun 2025
Seamlessly capture sales meetings with automatic recordings Users, admins, makers, or analysts May 13, 2025 Jun 10, 2025
Save AI meeting notes into CRM from post-meeting card Users, automatically - Jun 2025

Sales Chat

Sales Chat is built on the Microsoft 365 Copilot Chat experience. It integrates with Microsoft 365 Graph, CRM, and other sources so you can search, summarize, and synthesize your sales data in real time.

Feature Enabled for preview General availability
Access and analyze sales data with Sales Chat Admins, makers, or analysts user Aug 2025 -
  • On February 3, 2025, you can opt in to early access for some features, including mandatory changes that affect users. For more information, see Early access FAQ.

Description of Enabled for column values:

  • Users, automatically: The feature change user experience. The feature enables automatically.

  • Admins, makers, marketers, or analysts, automatically: Administrators, makers, marketers, or business analysts use the feature. The feature enables automatically.

  • Users by admins, makers, or analysts: Administrators, makers, or business analysts enable or configure the feature change for users.

For a list of countries and regions where Dynamics 365 business applications are available, see the International availability guide. For more information about geographic areas and datacenters, see the Dynamics 365 and Microsoft Power Platform availability page.