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Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | Aug 2025 | - |
Business value
Sales Chat simplifies information retrieval and consumption. Sellers spend less time searching for information in different applications, combining information, and trying to derive insights. They can conveniently use natural language to find the right information across applications, analyze the information, and derive insights—all from within Sales Chat.
Feature details
Sales Chat gives you a conversational way to access sales information that lives in different apps. This information includes customer and deal data in CRM, meetings in Teams, pitch decks and product documentation in SharePoint, and much more. Use natural language to search through the data, summarize the information, and run analysis that combines data from different sources.
As an admin, you can:
- Select which users in your organization get Sales Chat. If sellers use Copilot for Sales, the system automatically deploys Sales Chat for them.
- Set up your organization's Copilot experience to use CRM customizations and terminology specific to your company.
As a seller, use Sales Chat to:
- Understand your customers: Whether you're preparing for a customer meeting or an account plan, you need a comprehensive view of the account. You need to see the current business, open opportunities, and past engagements. With Sales Chat, you can get this information by using natural language.
- Ramp up on newly assigned accounts: Go beyond the customer data in CRM. Find colleagues who engaged with the customer in recent months and have the most context to share. Quickly get the topics that interest the customer and appear in recent engagements.
- Grow your business and find new opportunities: Use Sales Chat to discover open issues in stalled deals. It checks emails and meetings for these issues. Find colleagues who faced similar issues in other deals to help unblock your deals.
