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Get Copilot for Sales extension in Teams Copilot chat

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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 General availability
Users, automatically Aug 2024 Sep 2024

Business value

This capability lets you get authoritative answers for sales-related questions directly from your system of productivity in Microsoft 365 apps. With the Copilot for Sales extension in Teams Copilot chat, you get authoritative answers for natural language questions in a dedicated sales canvas that provides a greater sales-specific experience for you.

Sales extensions appear as additional copilots in the Copilot app and can be triggered by clicking the extension entry or by @ mentioning the Copilot for Sales plugin in the main Copilot chat canvas.

Feature details

You can use Copilot for Sales as an authoritative source in Teams Copilot to get insights and data for sales-related questions. This feature includes the following:

  • Hero sales skills, including opportunity summary, account summary, meeting prep report, and brand and competitor analysis.
  • Sales KPIs including win rate, sales cycle, conversion rate, sales pipeline, and weighted sales pipeline.
  • CRM related to CRM entities including out-of-the-box and custom entities.
  • Partner and customer extensibility to Copilot for Sales.

The feature is available for Dynamics 365 and Salesforce customers. To use this capability, you must have a Copilot for Sales license, Copilot for Sales must be enabled in your environment, and the Copilot for Sales plugin enabled in Microsoft 365 Chat.

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