Summarize lengthy emails using Sales Copilot

  • Article

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.

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 Aug 11, 2023 - To be announced

Business value

Sales Copilot offers a unique business value by being equally invaluable for both sending and receiving email communication. When summarizing lengthy email threads, it saves valuable time and energy by condensing complex discussions into concise and easily understandable summaries. This streamlines the communication process, allowing teams to quickly grasp the key points and make informed decisions. By facilitating efficient comprehension, Sales Copilot enhances productivity and enables effective collaboration within the organization.

Feature details

With this feature, sellers will be able to:

  • View email summaries for emails or email threads with more than 1,000 characters. The email summary will contain up to 400 characters. 
  • Copy the generated summary and share feedback.

Example of an email thread summary

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

See also

View and copy email summary (docs)