Notes
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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
Microsoft 365 Copilot for Sales is an AI assistant designed for sellers. The Copilot for Sales app in Outlook gives you recommendations and information to help you stay connected to your customers, reduce data entry, and personalize your engagements. With Copilot, you can close deals faster and enjoy higher win rates.
With Copilot, you can get related information from your CRM system, such as contact details, account history, and opportunities. You can save activities like emails and meetings to your CRM system. You get an overview of recent interactions with your customers, including email summaries, meeting notes, and action items. Use AI capabilities to draft emails, summarize conversations, and generate follow-ups. The Copilot for Sales experience in Microsoft Outlook comes through an integrated app experience. It enriches the Copilot in Microsoft Outlook capabilities with sales-specific skills, data, and actions.