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What's new and planned for Microsoft 365 Copilot for Sales

This topic lists features that are planned to release from October 2024 through March 2025. Because this topic lists features that might not have released yet, delivery timelines might change and projected functionality might not be released. For more information, see Microsoft policy.

In the General availability column, the feature is 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 are released for public preview or early access and for public preview, early access, and general availability.

Application experiences

Microsoft 365 Copilot for Sales experiences connect CRM systems across Microsoft 365 surfaces, so sellers stay productive within the flow of work.

Feature Enabled for Public preview General availability
Access Copilot for Sales usage data via Analyst Workbench Admins, makers, marketers, or analysts, automatically - Dec 12, 2024

Microsoft Outlook experiences

Experiences in Microsoft Outlook that empower sellers to efficiently and effectively communicate throughout the sales process.

Feature Enabled for Public preview General availability
Share records when composing emails in Outlook Users, automatically - Jan 20, 2025
Access Copilot for Sales from Outlook mobile Users, automatically Jan 20, 2025 Aug 2025
Add contacts, save emails to CRM from Outlook email banner Users, automatically - Oct 22, 2024
Benefit from enhanced email summaries and drafts with meeting suggestions Users, automatically - Dec 20, 2024

Microsoft Teams experiences

Experiences in Microsoft Teams that help sellers with sales collaboration and effective customer communication.

Feature Enabled for Public preview General availability
Generate post-meeting summary emails using AI for customer follow-up Users, automatically - Nov 30, 2024
  • Opt into some features as part of early access on August 12, 2024, including all mandatory changes that affect users. For more information, see Early access FAQ.

Description of Enabled for column values:

  • Users, automatically: These features include changes to the user experience and enable automatically.

  • Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and enable automatically.

  • Users by admins, makers, or analysts: These features require administrators, makers, or business analysts to enable or configure them for their users.

For a list of the countries or regions where Dynamics 365 business applications are available, see the International availability guide. For more information about geographic areas and datacenters (regions), see the Dynamics 365 and Microsoft Power Platform availability page.