Automatically detect issues in sales pipeline and provide alerts to unblock deals

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 empowers you and your teams with an automatic tool to identify potential blockers in sales pipelines, allowing for more focused work by the sales team and support from the management team to unblock stuck opportunities and meet your quota with less risk. This feature contributes to improved sales efficiency, higher conversion rates, and enhanced customer satisfaction, driving overall revenue growth and sales success.

Feature details

Copilot for Sales scans customer interactions and detects potential issues that put the deal at risk, and helps you with real-time alerts to efficiently unblock stuck opportunities.

This feature is displayed in Microsoft Copilot, 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.