What's new and planned for Microsoft Copilot for Sales
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.
This topic lists features that are planned to release from October 2023 through March 2024. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.
For a list of the next wave's release plans, go to 2024 release wave 1 plan.
In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.
This check mark (
) shows which features have been released for public preview or early access and for public preview, early access, and general availability.
Cross-app experiences
Experiences that span applications, helping sellers remain productive wherever they are working.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Leverage manager dashboards to coach sellers | Users by admins, makers, or analysts |
Feb 15, 2024 |
Jun 2024 |
Microsoft Outlook experiences
Experiences in Microsoft Outlook to empower sellers to efficiently and effectively communicate throughout the sales process.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Get AI-powered opportunity suggestions when saving to CRM | Users, automatically | - |
Mar 25, 2024 |
| Create entity directly from Copilot for Sales app in Outlook | Users, automatically | - |
Mar 18, 2024 |
Microsoft Teams experiences
Experiences in Microsoft Teams to assist sellers with sales collaboration and effective customer communication.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Adaptive cards no longer require CRM sign-in for Dynamics 365 | Users, automatically | - |
Dec 11, 2023 |
- You are able to opt into some features as part of early access on July 31, 2023, including all mandatory changes that affect users. To learn more, go to Early access FAQ.
Description of Enabled for column values:
Users, automatically: These features include changes to the user experience and are enabled automatically.
Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.
Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.
For a list of the countries or regions where Dynamics 365 business applications are available, go to the International availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.