Summarize an email thread using sales information with Copilot in Outlook

Microsoft Copilot for Sales includes all the capabilities within Copilot for Microsoft 365 to provide users with valuable insight to help support customer engagements. The combined Copilot experiences in Microsoft Outlook help support sellers with the power of Copilot in Outlook and the Copilot for Sales role in a seamless 'better together' design. The experience shows summarized email threads and generated email replies to enable sellers to grow customer relationships and close deals.

License requirements

You must have a Microsoft Copilot for Sales license to get started with this combined experience. The Microsoft Copilot for Sales license includes Copilot for Microsoft 365 license.

If you already have Copilot for Microsoft 365, you can add the step-up Copilot for Sales license to include all the role-based functionality and CRM connections.

If you're a Dynamics 365 Sales Premium customer, the sales specific functionality is included. The only purchase required is Copilot for Microsoft 365 for full Copilot for Sales functionality.

For information about pricing, see Microsoft Copilot for Sales pricing and Copilot for Microsoft 365 pricing.

Note

If you have the Copilot for Sales standard license, see View and save email summary to CRM.

Prerequisites

• Copilot AI features must be turned on in your environment
• You must be enabled to use Copilot in Microsoft 365
• Assign Copilot for Sales user license to the user profile
• You must use the new Outlook for Windows or Outlook on the web to use the combined experience.
• The Copilot for Sales app must be installed by your admin.

Supported languages

To see a list of supported languages for the combined experience of Copilot for Microsoft 365 and Copilot for Sales, see supported languages.

The email must be in one of the supported languages to generate the summarized email thread.

View email summary

With Copilot in Outlook and Copilot for Sales together, you get email summaries in Outlook enriched with sales information from your CRM system such as Dynamics 365 or Salesforce ©.

You can also open the Copilot for Sales pane from the email summary to view sales specific information in the context of the email. Sales information is displayed in the Key sales info card. The card displays information about the connected opportunity, account, and contact.

To view email summary

1. In Outlook, open an email thread that you want to summarize.
2. Select the Summary by Copilot box at the top of the email thread. Copilot scans the email thread, creates, and displays a summary at the top of the email thread.
3. In the Summary by Copilot box, select the From Outlook dropdown list at top-right, and select Add Sales insights. The summary is updated to include sales information from CRM.

   Note

   If an external email is included in the email thread, Add Sales insights is selected by default.

4. To open Copilot for Sales, select Go to Sales. The Key sales info card displays information about the connected opportunity, account, and contact.

See also

Enable users for Microsoft Copilot for Microsoft 365
Summarize an email thread with Copilot for Microsoft 365 in Outlook