Elevate your sales pitch using Copilot email assistance

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

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

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Jun 16, 2023 - To be announced

Business value

Sellers often struggle with writing effective emails to communicate with their customers. They may face challenges such as not knowing how to structure their emails, which information to include or exclude, or how to strike the right tone. This can lead to poor customer engagement, lost sales, and damage to their brand image. Though organizations try to use templates, most of the emails sent by sellers cannot be standardized and thus templates are useless in such scenarios.

Email assistance can provide tremendous value to sellers by addressing these challenges. As a language model trained on a vast collection of text, Copilot can generate personalized, high-quality emails that are tailored to meet the specific needs of each customer. By leveraging natural language processing (NLP) algorithms, Copilot can help sellers craft clear, concise, and compelling emails that resonate with their audience. This can lead to improved customer engagement, increased sales, and enhanced brand reputation. Sellers can adjust the tone and length of the message to better resonate with customers, fostering stronger connections. You can further customize the suggested content before you send it.

Feature details

Sales Copilot lets you spend less time composing email. With this feature, you can:

  • Select a predefined category or enter your own text and Copilot will suggest content with specific prompts and actions.
  • Adjust the tone and length of the email.
  • Customize the suggested content before you send it.

Example of a Copilot-generated email

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
  • South America
  • Canada
  • India
  • Japan
  • France
  • Korea
  • China

See also

Compose and send email messages using Copilot (docs)