Collaborate with sales teams using AI-powered planner tasks
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
May 20, 2024 |
Jul 24, 2024 |
Business value
Sales teams are highly collaborative and spend a significant amount of time communicating and coordinating with colleagues within Microsoft Teams. During your communication in Teams, you discuss important decisions and action items. However, the manual process of creating and tracking tasks from these discussions is time-consuming and can get missed.
To mitigate the pain points you and your sales teams face, we propose an intelligent and automated task-creation solution in Teams channels where the Copilot for Sales app is installed. This solution aims to streamline task management, improve collaboration, and enhance productivity for you and your team.
Feature details
- Automated prompting: The Copilot for Sales bot in Teams channels automatically scans conversations for relevant discussions and action items. When it identifies potential tasks, it prompts you and other sales team members with a notification, seeking your agreement to create the tasks.
- Task creation and assignment: Once you agree, the solution automatically creates Teams tasks (planner tasks) based on the identified action items. A preview of the tasks is shown to you, the user creating the task. The tasks are then assigned to relevant users, ensuring accountability.
- Planner app integration in Teams: Sales team members get a centralized view of all the tasks by pinning the planner app to the Teams channel. These tasks can also be accessed from the planner app.
This solution works for both Dynamics 365 and Salesforce CRM users.
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