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| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Oct 22, 2024 |
Business value
Easily view suggested CRM actions in a banner that appears within a customer email. This feature helps improve CRM data quality without disrupting your workflow. Suggested actions such as adding a new contact or lead to CRM or linking the email to track the history appear within the email messages and allow you to select or dismiss them.
Feature details
Actionable message banners give you the following capabilities:
- Each actionable message banner gives you access to high-value CRM actions that match the context of the email where the banner appears.
- Quick actions include adding new contacts or leads from the customer email to the CRM platform, or saving the email to CRM.
- When you select an action, you can quickly complete it through the Copilot for Sales side panel in Outlook.
Note
With this release, actionable message banners appear only on up to two external customer emails (on the email read surface) per seller’s inbox each day. Each seller needs to have Copilot for Sales installed to use this feature.