What's new and planned for Microsoft Copilot for Sales

This topic lists features that are planned to release from April 2024 through September 2024. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.

For a list of the previous wave's release plans, go to 2023 release wave 2 plan.

In the General availability column, the feature will be 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 have been released for public preview or early access and for public preview, early access, and general availability.

Cross-app experiences

Experiences that span applications, helping sellers remain productive wherever they are working.

Feature	Enabled for	Public preview	General availability
Suggest updates to CRM opportunity	Users, automatically	-	Apr 1, 2024
Questions and answers for sellers based on predefined content	Users, automatically	Aug 2024	Aug 2024
Automatically detect issues in sales pipeline and provide alerts to unblock deals	Users, automatically	Sep 2024	Sep 2024
Generate profiles of key stakeholders	Users, automatically	Sep 2024	Sep 2024
Extract customer perception to improve sales cycles	Users, automatically	Sep 2024	Sep 2024
Automatically highlight sales coaching opportunities	Users, automatically	Sep 2024	Sep 2024
Prepare for a sales meeting with Copilot in Microsoft Word	Users, automatically	Apr 1, 2024	Jul 2024
Get Copilot for Sales extension in Teams Copilot chat	Users, automatically	Aug 2024	Sep 2024
Extend Microsoft Copilot for Sales	Users, automatically	May 2024	Jul 2024
Get sales data and insights in Copilot chat	Users, automatically	Jul 2024	Aug 2024
View key sales information	Users, automatically	Apr 1, 2024	Apr 1, 2024
Leverage manager dashboards to coach sellers	Users by admins, makers, or analysts	Feb 15, 2024	Jul 2024
Analyze sales engagement	Users, automatically	Sep 2024	Sep 2024

Extensible experiences

Experiences that can be extended using connectors for data, enrichments, and insights to suit an organization's needs.

Feature	Enabled for	Public preview	General availability
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 to empower sellers to efficiently and effectively communicate throughout the sales process.

Feature	Enabled for	Public preview	General availability
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 2024
Track more fields as part of saving emails or events to CRM	Users by admins, makers, or analysts	-	Jun 2024
Support sellers with Copilot for Sales mobile experience in Outlook	Users, automatically	-	Aug 2024
Enhance seller productivity through quick CRM actions from Outlook emails	Users, automatically	-	Apr 15, 2024

Microsoft Teams experiences

Experiences in Microsoft Teams to assist 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
Adding questions, keywords, and associated browsing in Teams meeting recap	Users, automatically	Apr 30, 2024	Apr 30, 2024
Access real-time data during Teams meetings	Users, automatically	-	Apr 15, 2024
Share important sales information seamlessly from Outlook to Teams	Users, automatically	-	May 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	Aug 2024
Receive pre-meeting tips	Users, automatically	Jun 1, 2024	Jun 1, 2024
Add tags to meetings to easily search for them	Users, automatically	Sep 2024	Sep 2024
Support sellers with Copilot for Sales mobile experiences in Teams	Users, automatically	-	Apr 30, 2024

You are able to opt into some features as part of early access on February 5, 2024, including all mandatory changes that affect users. To learn more, go to Early access FAQ.

Description of Enabled for column values:

• Users, automatically: These features include changes to the user experience and are enabled automatically.

• Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.

• Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.

For a list of the countries or regions where Dynamics 365 business applications are available, go to the International availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.