Integrate Copilot for Sales with Outlook email summaries

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

Business value

This feature holds substantial business value by enriching email summaries with critical sales insights like BANT (Budget, Authority, Need, Timing), issue detection, buying intent signals, and the ability to save valuable information directly to CRM systems. This integration empowers you with a comprehensive view of your email communications, enabling you to quickly identify high-potential leads, prioritize actions, and seamlessly transfer vital data to CRM for further nurturing.

It streamlines the sales process, increases efficiency, and ensures that you have the information you need at your fingertips to make informed decisions and drive successful deals. The deep integration with Copilot in Microsoft Outlook enhances user adoption and underscores the indispensable role of Copilot for Sales in delivering tangible sales outcomes and improved customer relationships.

Feature details

You can use Copilot in Microsoft Outlook, powered by Copilot for Sales, to summarize long email threads 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
• South America
• Canada
• India
• Japan
• France
• Korea

See also

Summarize an email thread using sales information with Copilot in Outlook (docs)