What's new and planned for Microsoft Copilot for Sales

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft 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 April 2024 through September 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.

For a list of the next wave's release plans, go to 2024 release wave 2 plan.

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.

Application experiences

Copilot for Sales experiences connect CRM systems across Microsoft 365 surfaces, helping sellers stay productive within the flow of work.

Feature Enabled for Public preview General availability
Enable or disable attachment saving for emails and meetings Admins, makers, marketers, or analysts, automatically - Aug 30, 2024
Suggest updates to CRM opportunity Users, automatically - Aug 1, 2024
Prepare for a sales meeting with Copilot in Microsoft Word Users, automatically Apr 1, 2024 -
Extend Microsoft Copilot for Sales Users, automatically May 31, 2024 -
View key sales information Users, automatically Apr 1, 2024 Apr 1, 2024
Create meeting follow-up emails from meeting summary Users, automatically - Aug 20, 2024

Extensible experiences

Experiences that can be extended using connectors for data, enrichments, and insights to suit an organization's needs.

Feature Enabled for Public preview General availability
Get a simpler sign-in experience for Copilot for Sales extensions Admins, makers, marketers, or analysts, automatically Sep 16, 2024 -
Sign in to partner applications from Copilot for Sales easily Users, automatically Apr 15, 2024 -
Use Microsoft Copilot Studio to extend Copilot for Sales Admins, makers, marketers, or analysts, automatically Jun 10, 2024 -
Use Copilot Studio to enable partner application integrations Admins, makers, marketers, or analysts, automatically Jun 10, 2024 -

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
View Teams meeting recaps in recent communications Users, automatically - Aug 19, 2024
Integrate Copilot for Sales with Outlook email drafts Users, automatically - Apr 1, 2024
Integrate Copilot for Sales with Outlook email summaries Users, automatically - Apr 1, 2024
Search, view, and edit CRM records directly in Copilot for Sales Users, automatically - May 31, 2024
Automatically save attachments when saving emails to CRM Users, automatically - Jun 30, 2024
Track more fields as part of saving emails or events to CRM Users by admins, makers, or analysts - Jun 30, 2024
Catch up on recent customer communications Users, automatically - Jun 26, 2024
Date and time support for CRM record creation and editing Users, automatically - Aug 19, 2024
Enhanced user experience for recent communications Users, automatically - Jul 29, 2024

Microsoft Teams experiences

Experiences in Microsoft Teams to assist sellers with sales collaboration and effective customer communication.

Feature Enabled for Public preview General availability
View sales information with Copilot in Microsoft Teams during meetings Users, automatically Jun 11, 2024 Jun 11, 2024
Access real-time data during Teams meetings Users, automatically - Apr 15, 2024
Share important sales information seamlessly from Outlook to Teams Users, automatically - Jul 29, 2024
Show AI-generated entity summaries when sharing CRM records Users, automatically - Apr 15, 2024
Collaborate with sales teams using AI-powered planner tasks Users, automatically May 20, 2024 Jul 24, 2024
Support sellers with Copilot for Sales mobile experiences in Teams Users, automatically - Apr 30, 2024
Sign in to Copilot for Sales from Microsoft Teams Users, automatically - Aug 19, 2024

You are able to opt into some features as part of early access on February 5, 2024, 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.