What's new and planned for Microsoft Sales Copilot
Important
This content is archived and is not being updated. For the latest documentation, go to What's new in Sales Copilot changing to 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.
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.
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 |
|---|---|---|---|
| Match email to lead entity | Users by admins, makers, or analysts |
Dec 11, 2023 |
- |
| Summarized email threads with save to CRM | Users, automatically | - |
Dec 31, 2023 |
| Summarized CRM data for customer meeting preparation | Users, automatically | - |
Dec 31, 2023 |
| AI-generated meeting summaries | Users, automatically | - |
Dec 31, 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.