Aracılığıyla paylaş

Prepare for a sales meeting with Copilot in Microsoft Word

  • Makale

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 Apr 1, 2024 Jul 2024

Business value

Getting ready for a customer interaction is key for sellers to be successful and reach their quota. With Copilot for Sales, sellers get to generate a detailed meeting preparation report in real time, directly from Copilot in Microsoft Word. Copilot generates a detailed report that brings key information and insights from the CRM, which can be easily shared with colleagues so that the entire sales team is up to date.

Feature details

You can use Copilot in Microsoft Word, powered by Copilot for Sales, to generate a sales meeting preparation document. This capability seamlessly integrates Copilot for Sales insights into the meeting preparation process. By auto-generating meeting preparation documents, you can get:

  • Participants' status and related information such as their title and role from the CRM.
  • A short summary of the opportunity related to the meeting.
  • Summary of the previous email thread related to the meeting.
  • Summary of the previous meeting along with key insights and action items.
  • Tasks that are open for the related opportunity.
  • Information about open cases and additional open opportunities relevant for the account.

To use this capability, Copilot for Sales must be enabled in your environment, and you must have a Premium Copilot for Sales license.

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

See also

Generate premeeting report with Copilot in Microsoft Word (docs)