Share important sales information seamlessly from Outlook to Teams

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	-	May 2024

Business value

As a seller, you engage with your colleagues in group chats and channels depending on the type of conversation—opting for channels for formal discussions and group chats for more casual interactions.

Regardless of the mode of communication, your ultimate goal remains constant. You seek to bring the right people and information into one place to jump-start collaboration.

With this experience, we enable you to effortlessly share sales-specific CRM information, email summaries, and opportunity summaries within group chats. This ensures that all team members have access to the necessary information to collaborate effectively.

Feature details

You can easily share sales-specific details, including email summaries and CRM information, directly from Outlook to Teams in individual chats, group chats, and channels. With Teams enabled within your organization, this seamless integration is accessible through the Copilot for Sales app in Outlook, requiring no additional setup. However, if Copilot features are disabled for your organization, this enhanced experience won't be visible.