Improve productivity by using Copilot in Dynamics 365

Enabled for Public preview Early access General availability
Users, automatically - - Apr 1, 2024

Business value

Copilot in Dynamics 365 Sales is an AI assistant for sellers who want to leverage insights and streamlined workflows to effectively manage their sales activities, nurture customer relationships, and achieve sales success. With this feature, sellers can use Copilot to make use of the sales skills available for improving their productivity.

Feature details

As a seller, you can instruct Copilot to:

  • Summarize lead and opportunities records.
  • List recent changes to lead and opportunity records.
  • Prepare you for a meeting.
  • Provide email assistance.
  • Get the latest news about a customer.

For more information, see Copilot overview.

While this feature is currently accessible to all our customers, this release will automatically activate it for organizations that have provided consent for data movement and organizations that don't require a consent. For information about whether your organization needs consent, see How data movement across regions works.

Administrators will have the option to disable it through the settings page.

There are no changes for North America (NAM) customers.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Switzerland
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France

See also

Copilot in Dynamics 365 Sales overview (docs)