Get sales data and insights in Copilot chat

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	Jul 2024	Aug 2024

Business value

This feature enables you to get sales insights and perform sales-related actions directly from your system of productivity in Teams Copilot chat. With the Copilot for Sales plugin in Copilot chat, you don't need to leave Teams or Outlook to get the CRM data you need.

Feature details

You can use Copilot for Sales in various Microsoft 365 apps, Teams Copilot, and soon more Microsoft 365 Copilot surfaces to get insights and data for sales-related questions. The feature is available for Dynamics 365 and Salesforce customers.

You can ask different types of questions, including:

• Sales capabilities such as opportunity summary, account summary, meeting preparation report, and brand and competitor analysis.
• Sales KPIs including win rate, sales cycle, conversion rate, sales pipeline, and weighted sales pipeline.
• Sales questions related to CRM entities.

To use this capability, you must have a Copilot for Sales license. Copilot for Sales must be enabled in your Teams Copilot chat and you must be signed in to a CRM environment in your Copilot for Sales app.

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