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This topic lists features that are planned to release from April 2024 through September 2024. 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 |
|---|---|---|---|
| Enable or disable attachment saving for emails and meetings | Admins, makers, marketers, or analysts, automatically | - |
Aug 30, 2024 |
| Suggest updates to CRM opportunity | Users, automatically | - |
Aug 1, 2024 |
| Prepare for a sales meeting with Copilot in Microsoft Word | Users, automatically |
Apr 1, 2024 |
- |
| Extend Microsoft Copilot for Sales | Users, automatically |
May 31, 2024 |
- |
| View key sales information | Users, automatically |
Apr 1, 2024 |
Apr 1, 2024 |
| Create meeting follow-up emails from meeting summary | Users, automatically | - |
Aug 20, 2024 |
Extensible experiences
Experiences that you can extend with connectors for data, enrichments, and insights to suit your organization's needs.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Get a simpler sign-in experience for Copilot for Sales extensions | Admins, makers, marketers, or analysts, automatically |
Sep 16, 2024 |
- |
| Sign in to partner applications from Copilot for Sales easily | Users, automatically |
Apr 15, 2024 |
- |
| Use Microsoft Copilot Studio to extend Copilot for Sales | Admins, makers, marketers, or analysts, automatically |
Jun 10, 2024 |
- |
| Use Copilot Studio to enable partner application integrations | Admins, makers, marketers, or analysts, automatically |
Jun 10, 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 |
|---|---|---|---|
| View Teams meeting recaps in recent communications | Users, automatically | - |
Aug 19, 2024 |
| 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 |
| Search, view, and edit CRM records directly in Copilot for Sales | Users, automatically | - |
May 31, 2024 |
| Automatically save attachments when saving emails to CRM | Users, automatically | - |
Jun 30, 2024 |
| Track more fields as part of saving emails or events to CRM | Users by admins, makers, or analysts | - |
Jun 30, 2024 |
| Catch up on recent customer communications | Users, automatically | - |
Jun 26, 2024 |
| Date and time support for CRM record creation and editing | Users, automatically | - |
Aug 19, 2024 |
| Enhanced user experience for recent communications | Users, automatically | - |
Jul 29, 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 |
|---|---|---|---|
| View sales information with Copilot in Microsoft Teams during meetings | Users, automatically |
Jun 11, 2024 |
Jun 11, 2024 |
| Access real-time data during Teams meetings | Users, automatically | - |
Apr 15, 2024 |
| Show AI-generated entity summaries when sharing CRM records | Users, automatically | - |
Apr 15, 2024 |
| Collaborate with sales teams using AI-powered planner tasks | Users, automatically |
May 20, 2024 |
Jul 24, 2024 |
| Support sellers with Copilot for Sales mobile experiences in Teams | Users, automatically | - |
Apr 30, 2024 |
| Sign in to Copilot for Sales from Microsoft Teams | Users, automatically | - |
Aug 19, 2024 |
- Opt into some features as part of early access on February 5, 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 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.