Integrate Copilot for Sales with Outlook email drafts

Enabled for Public preview General availability
Users, automatically - Apr 1, 2024

Business value

This capability seamlessly integrates Copilot for Sales into Copilot in Microsoft Outlook to provide dynamic, context-aware replies. This integration not only streamlines your email communication process but also adds significant sales value. By detecting sales situations and suggesting replies that solicit essential information critical to advancing the deal, this feature helps you enhance sales productivity and efficiency. It ensures that you engage in more targeted and effective conversations, ultimately increasing the likelihood of closing deals and driving revenue growth.

The deep integration with Copilot in Microsoft Outlook enhances the user experience and reinforces the value of Copilot for Sales as an indispensable tool for sales teams, helping them achieve better results and improved customer relationships.

Feature details

You can use Copilot in Microsoft Outlook, powered by Copilot for Sales, to generate email content using sales information from the CRM system and considering the specific sales situation that was detected. To use this capability, Copilot for Sales must be enabled in your environment, and you must have a Microsoft 365 license.

Geographic areas

This feature will be released into 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

See also

Draft an email message using sales information with Copilot in Outlook (docs)