Analyze sales engagement

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	General availability
Users, automatically	Sep 2024	Sep 2024

Business value

This capability enhances your ability to predict pipeline implications by analyzing customer interactions, helping to determine the overall state of the engagement with the customer on a specific deal. By monitoring the amount, frequency, relevancy, and impact of each touchpoint with a customer, it empowers you with greater visibility into the potential outcomes of the actions of your sales team. This enables you to make more informed decisions, adapt strategies as needed, and proactively address potential challenges. Ultimately, the feature contributes to improved sales accuracy, better resource allocation, and enhanced revenue forecasting, which are all critical elements for achieving sales success and business growth.

Feature details

Copilot for Sales monitors all conversations with customers over opportunities in the sales pipeline and provides clear visibility into the status of each opportunity according to the amount, frequency, and relevance of each touchpoint.

The pipeline engagement analysis is displayed in the Copilot for Sales add-in in Outlook and Copilot for Sales app in Teams. You must enable Copilot for Sales and Copilot for Microsoft 365 in your environment to use this feature.