Integrate Copilot for Sales with Outlook email summaries

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

Business value

This feature enriches 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. With this integration, you get 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 highlights the indispensable role of Copilot for Sales in delivering tangible sales outcomes and improved customer relationships.

Feature details

With Copilot in Microsoft Outlook, powered by Copilot for Sales, you can summarize long email threads by using sales information from the CRM system and taking into account the specific sales situation. To use this capability, your environment must enable Copilot for Sales, and you must have a Microsoft 365 license.

Geographic areas

This feature is 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

Additional resources

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