Follow up on emails using recommended actions
Important
This content is archived and is not being updated. For the latest documentation, go to Welcome to Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users, automatically | - | 
Jul 31, 2023 |
Oct 20, 2023 |
Business value
Currently, sellers have to keep track of their email conversations. They have to meticulously recall and note action items and ensure to set a due date and take tasks to completion. The tasks could be as simple as setting up a follow-up meeting to as complex as revising quotes after talking to all stakeholders and could take a few minutes to a few days to complete.
With this enhancement, the system monitors and identifies action items from email conversations and populates them within the Up-Next widget for easy reference. The system also sends reminders to complete the task, thus reducing note taking and the risk of missing tasks.
Feature details
With this feature, sellers will be able to:
- View suggestions to create follow-up tasks based on the content in an incoming email in Dynamics 365.
- View the follow-up tasks in the Copilot pane.
- Get reminders to complete tasks.
Whenever there is any email where a task is pending, you'll be able to see a prompt automatically in the Copilot pane related to Show Emails for Follow Up. Selecting that will generate a card with all the emails that need to be acted on.
Geographic areas
This feature will be 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