Get AI-powered opportunity suggestions when saving to CRM
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Mar 25, 2024 |
Business value
Updating CRM data is an important seller activity but can feel like a tax on their time. Businesses and sellers alike rely on up-to-date CRM records and the correct connections between related records and businesses often assess sellers based on their diligence in updating records. To improve the seller experience, we’re introducing AI-powered opportunity suggestions. Now sellers can effortlessly save emails and meetings to the most relevant opportunities in their CRM based on AI-powered opportunity suggestions.
Feature details
When you save an email or meeting to CRM, you can pick from a list of smart suggestions that are most relevant to the save operation.
