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Integrate Copilot for Sales with Outlook email drafts

Enabled for Public preview General availability
Users, automatically - Apr 1, 2024

Business value

This capability seamlessly integrates Copilot for Sales into Copilot in Microsoft Outlook to provide dynamic, context-aware replies. This integration streamlines your email communication process and adds significant sales value. By detecting sales situations and suggesting replies that request essential information needed to advance the deal, this feature helps you enhance sales productivity and efficiency. It ensures that you engage in more targeted and effective conversations, increasing the likelihood of closing deals and driving revenue growth.

The deep integration with Copilot in Microsoft Outlook enhances the user experience and reinforces the value of Copilot for Sales as an indispensable tool for sales teams, helping them achieve better results and improved customer relationships.

Feature details

With Copilot in Microsoft Outlook, powered by Copilot for Sales, you can generate email content using sales information from the CRM system. The feature considers the specific sales situation it detects. To use this capability, your environment must enable Copilot for Sales, and you must have a Microsoft 365 license.

Geographic areas

This feature is released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea

Additional resources

Draft an email message using sales information with Copilot in Outlook (docs)