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Catch up on recent customer communications

Enabled for Public preview General availability
Users, automatically - Jun 26, 2024

Business value

Relevant information about past interactions with a customer is scattered across multiple tools—including emails in Outlook and meetings in Teams. Consolidating all the information takes tedious, manual work. If the system surfaces recent communications and insights from these communications in the flow of work, you can quickly catch up on customer context and move a deal forward with accurate and relevant responses.

Feature details

As a seller, you can view your recent email threads and Teams meetings with an external contact in the Recent communications card in the Copilot for Sales pane in Outlook. You can perform the following actions:

  • Select Summarize to get an AI-based summary of the recent email.

  • Select Open email to open the recent email in Outlook.

  • Select Open meeting to open the recent meeting in Teams.

  • Select See all to see up to three recent emails and meetings in the last 30 days that are related to the contact.

    Note

    Contact refers to the first external email address in the list (for emails: sender + To + CC; for meetings: organizer + required + optional). If the email or meeting is in Compose mode, the list doesn't include the sender or organizer.

Additional resources

View recent communication in Copilot for Sales (docs)