View sales information with Copilot in Microsoft Teams during meetings

Enabled for	Public preview	General availability
Users, automatically	Jun 11, 2024	Jun 11, 2024

Business value

Being surprised by an unfamiliar brand mention during a sales meeting can be jarring and unsettling. This situation can cause sellers to lose confidence and switch context as they try to search for information. This distraction can harm the overall sales process and potentially jeopardize the deal.

Copilot for Sales, inside Copilot for Microsoft 365, provides real-time assistance for sellers during Teams meetings. It helps them leverage the suggested content to smoothly incorporate it in their sales pitch without unnecessary distractions.

As the meeting kicks off and throughout the meeting, sellers can get a summary of the deal tied to the meeting, including follow-ups, contacts, and more, so they get up to speed on previous interactions related to that opportunity.

Feature details

For this release, we provide two card types:

• Brand analysis: A CRM-based competitor analysis card that's powered by Azure Open AI and Bing knowledge graph-based information cards for brands and organizations. It doesn't involve large language model.
• Opportunity summary: A concise overview of the status, progress, and potential of a prospective sale or deal that allows for quick decision-making. Opportunity summary leverages generative AI to summarize the key details to improve stakeholder collaboration.

Copilot for Sales picks up these business-critical insights if spoken during the conversation, and users can query them directly throughout the meeting.

Geographic areas

This feature is available in the following Microsoft Azure geographic areas:

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

Additional resources

View real-time sales tips (docs)