What's new and planned for Microsoft Copilot for Sales
This topic lists features that are planned to release from April 2024 through September 2024. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.
For a list of the previous wave's release plans, go to 2023 release wave 2 plan.
In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.
This check mark (
) shows which features have been released for public preview or early access and for public preview, early access, and general availability.
Cross-app experiences
Experiences that span applications, helping sellers remain productive wherever they are working.
Microsoft Outlook experiences
Experiences in Microsoft Outlook to empower sellers to efficiently and effectively communicate throughout the sales process.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Integrate Copilot for Sales with Outlook email drafts | Users, automatically | - | 
Apr 1, 2024 |
| Integrate Copilot for Sales with Outlook email summaries | Users, automatically | - |
Apr 1, 2024 |
| Support sellers with Copilot for Sales mobile experience in Outlook | Users, automatically | - | Aug 2024 |
Microsoft Teams experiences
Experiences in Microsoft Teams to assist sellers with sales collaboration and effective customer communication.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| View sales information with Copilot in Microsoft Teams during meetings | Users, automatically | May 2024 | Jun 2024 |
| Adding questions, keywords, and associated browsing in Teams meeting recap | Users, automatically |
Apr 30, 2024 |
Apr 30, 2024 |
| Share important sales information seamlessly from Outlook to Teams | Users, automatically | - | May 2024 |
| Educate Copilot on sales terms to enable quality insights | Users, automatically | Sep 2024 | Sep 2024 |
| Collaborate with sales teams using AI-powered Planner tasks | Users, automatically | May 2024 | Aug 2024 |
| Receive pre-meeting tips | Users, automatically | Sep 2024 | Sep 2024 |
| Alert managers when their involvement is needed | Users, automatically | Sep 2024 | Sep 2024 |
| Support sellers with Copilot for Sales mobile experiences in Teams | Users, automatically | - |
Apr 30, 2024 |
- You are able to opt into some features as part of early access on February 5, 2024, including all mandatory changes that affect users. To learn more, go to Early access FAQ.
Description of Enabled for column values:
Users, automatically: These features include changes to the user experience and are enabled automatically.
Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.
Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.
For a list of the countries or regions where Dynamics 365 business applications are available, go to the International availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.
Feedback
Coming soon: Throughout 2024 we will be phasing out GitHub Issues as the feedback mechanism for content and replacing it with a new feedback system. For more information see: https://aka.ms/ContentUserFeedback.
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