Respond to sales-related contextual questions in Copilot

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 - - May 2024

Business value

In the dynamic world of sales, having access to timely and relevant insights is crucial. Copilot in Dynamics 365 Sales serves as your intelligent assistant, designed to provide sales-specific insights that can help you make informed decisions. By leveraging natural language processing capabilities, Copilot allows you to ask questions in a conversational manner and delivers meaningful responses and insights based on the data within Dynamics 365 Sales.

Feature details

As a seller, you can ask sales-specific questions on the following topics and get curated responses from Copilot:

  • Conversion rates of leads and opportunities. For example, you can ask, "What is my lead conversion rate for the last quarter?"
  • Deal cycle. For example, you can ask, "What is the average deal cycle for my opportunities?"
  • Pipeline with filters. For example, you can ask, "Show my pipeline with deals closing in the next 30 days."
  • Deal sizes and value. For example, you can ask, "Display open deals with deal size greater than 10,000."

Responses to natural language questions on conversion rates

Geographic areas

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

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • Sweden
  • Qatar
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea