Summarized CRM data for customer meeting preparation
Important
This content is archived and is not being updated. For the latest documentation, go to What's new in Sales Copilot changing to 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 | - | 
Dec 31, 2023 |
Business value
Sellers spend a lot of time researching accounts and opportunities prior to engagements. This includes prospects that are new leads, existing engagements, or just the latest updates since last talking. Building trust is critical, unknown risks are liabilities. Sales Copilot can keep sellers up to date with a 360-degree view, thereby reducing risk and improving sales success rates.
Feature details
Sales Copilot provides the seller with the most recent and relevant information in a concise and easy-to-understand format to build trust, reduce risk, and improve success.
Future enhancement will incorporate CRM notes, CRM timeline and activities, past email thread summaries, past meeting summaries, insights based on past relationship data, and meeting agendas included in the Outlook calendar invites.
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