Summarized email threads with save to CRM
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
Sales Copilot lets sellers save summarized interaction data rather than entire email threads, to ensure that the CRM system remains usable, and help sellers be more productive in their flow of work. Accurate data powers sales enablement managers who generate reports to understand pipelines and conversion rates.
Feature details
Sellers can struggle to balance customer emails with other tasks. Sales Copilot can improve productivity by synthesizing key points from long email threads and saving the necessary details to their CRM for sharing and future reference.
Future enhancements will give admins that ability to configure, using the Sales Copilot admin controls in Teams, whether the summary is saved in addition to full transcripts, or independently.
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