Follow up on emails using recommended actions
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | 
Jul 14, 2023 |
- | - |
Business value
Currently, sellers have to keep track of their email conversations. They have to meticulously recall and note action items and be sure to set a due date and take tasks to completion. The tasks could be as simple as setting up a follow-up meeting or as complex as revising quotes after talking to all stakeholders and could take a few minutes to a few days to complete.
With this enhancement, the system monitors and identifies action items from email conversations in the Sales Copilot pane. The system highlights the action items from the email so that you can complete the task, thus reducing note-taking and the risk of missing tasks.
Feature details
With this feature, sellers can:
- View reminders for missed emails where the user needs to take an action.
- Respond to the same from the Sales Copilot pane.
This will help users to ensure that no important email is missed across all assigned entity records.
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
- China