Gear up for meetings with AI-generated preparation notes
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 by admins, makers, or analysts | 
Jul 28, 2023 |
- |
Oct 20, 2023 |
Business value
Sellers have a limited time window for an effective customer conversation. They need to have the right data points to discuss with the customer to build credibility. Depending upon the sales lifecycle, sellers need different kinds of information to be productive at an upcoming customer meeting. The source of this information is scattered across multiple systems and websites. Quickly finding the right information for an effective conversation is often time-consuming and could lead to erroneous assumptions.
Copilot in Dynamics 365 Sales uses generative AI to maximize sellers’ efficiency and help them achieve more from each customer engagement. It helps sellers focus on the key points collected from various sources, making meetings more meaningful and productive. Copilot enables informed decision-making and increased participation, leading to more productive discussions and sales outcomes.
Feature details
- Copilot in Sales detects meetings coming up in the next 24 hours and prompts the customer to prepare for them.
- Copilot in Sales offers a summary of recent email exchanges and the last 10 notes to help you prepare.
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
See also
How AI-powered opportunity summaries transform collaboration (blog)