Sales Chat provides a conversational interface to interact with sales information spread across different applications including customer and deal data in CRM, emails in Exchange, messages and meetings in Teams, pitch decks and product documentation in SharePoint, and much more. You can use natural language to search through the data, summarize the information, and run analysis combining data across sources.

As an admin, you can:

• Configure your organization's Copilot experience to use CRM customizations and terminology specific to your company.
• Set up Sales Chat as the default chat experience for Copilot so that all sellers can benefit from the expanded data knowledge and skills, while having access to all Microsoft 365 Copilot features.

As a seller, you can use Sales Chat to:

• Understand your customers: Be it preparing for a customer meeting or preparing an account plan, it all starts with getting a comprehensive view of the account, the current business with them, open opportunities, and past engagements. With Sales Chat, you can look up all this information using natural language.
• Ramp up on newly assigned accounts: Go beyond the customer data in CRM. Find colleagues who have engaged with the customer in recent months and have the most context to share. Quickly get the topics that are of interest to the customer and have been part of recent engagements.
• Grow your business and find new opportunities: Identify stalled deals by using Sales Chat to discover open issues discussed in emails and meetings. Find colleagues who have faced similar issues in other deals in the past to get help in unblocking your deals.

The Sales Agent engages your prospects in a two-way conversation leading them to a meeting or purchase. The Sales Agent can send outreach emails to a list of prospects (either from CRM or a CSV file) and nurture them until they're ready to meet.

Sales Agent does the following:

1. Research prospects deeply.
2. Sends hyper personalized emails to leads.
3. Follows-up with leads if a response isn't received.
4. Responds to questions, handles objections, and asks qualification questions.
5. Hands off leads to sales reps.

The primary persona for the Sales Agent is the sales operations manager, since the Sales Agent works like a new sales rep, instead of on behalf of an existing sales rep. The sales operations manager decides the following:

1. Criteria: Which leads the Sales Agent should prospect (via a CRM object with filters or CSV upload)
2. Knowledge: What does the Sales Agent know about its own company and value props, and also about the lead (via connecting to data sources and uploading files and website links)
3. Behavior: How does the Sales Agent behave in different situations (how many times to follow up, tone or length of emails, LLM based guidelines such as 'if a customer asks for pricing, talk about our financing options', handover conditions and guardrails)

Email summaries can now show richer third-party insights. The extensibility API now passes more input parameters, such as email body and metadata, message ID and conversation ID, and CRM related entities. Partner application developers can leverage the additional data to improve the quality of their insights.

The same extensibility API can be used to modify both the email summary on the Outlook canvas and in the side panel.

Partner application developers can get started with extending Copilot for Sales using the approach described here and view the enhanced email summary extensibility API here.

With the introduction of meeting digests, you can choose whether you want to receive a recap notification for each meeting individually or instead receive a daily or weekly digest that provides an aggregate view of recent meetings. The digest will:

• Include a brief summary of each meeting and a link to the recap and recording.
• Provide shortcuts to actions such as creating follow-up tasks and saving meeting notes to the CRM system for each meeting.
• Highlight meetings that you missed where you were mentioned by name.

You'll be able to opt in to the digest using the Settings tab in the Copilot for Sales personal app. You'll be prompted to do so by a one-time Teams notification from Microsoft 365 Copilot for Sales explaining the feature. You can also choose whether the digest is sent daily or at the end of the week.

Mobile features will be available automatically for all users of the Microsoft Outlook app on Android and iOS devices. As a seller, you'll be able to leverage main features from the mobile application by selecting the "..." menu within an email to bring up the Copilot for Sales app. This will include features found on the desktop, including:

• AI generative email responses
• AI-generated email and opportunity summaries
• Tracking Outlook activities to CRM
• Creating and editing contacts or other CRM objects

Here are key updates to the Outlook side pane:

• Merged disparate actions into the contextual header.
• Optimized position of navigation and global action icons.
• Reduced information density by removing unnecessary information—for example, timestamp.
• Unifying multiple cards of Leads, Contacts, Opportunities, and Accounts into a single card of CRM records.
• Unifying multiple suggested actions into a single card.
• Reduce text and cognitive load by moving Key sales info, Opportunity summary, and Collaborate in Teams cards from top page (L0) to secondary page (L1).

This feature will be automatically enabled for all users and available in Win32, new versions of Outlook, and Outlook on the web.

This feature will be available in all tier-1 and tier-2 languages of Microsoft 365 Copilot for Sales.

Copilot for Sales currently assists in generating email drafts by using AI. However, these generated drafts did not reference CRM records, and you had to manually include that information. This feature provides you the ability to reference CRM data (like account or opportunity details) within AI-generated email drafts based on your prompt. When there's a clear intent - either in a custom prompt or within the email content - Copilot for Sales can include relevant CRM information associated with the email (once it is saved to a CRM record), enriching the draft with valuable context and saving time.

This feature is automatically enabled for all users. To get started using this feature, specify instructions in the custom prompt for email draft generation to include any out of the box Account or Opportunity record fields.

This feature supports:

• Out-of-the-box fields on Account and Opportunity records can now be included in email drafts. Custom fields are not yet supported.
• Feature works for both email drafts on Outlook canvas and email drafts in the Outlook side panel.
• The email must be saved to an Account or Opportunity first.

As an admin, you can control which users' meeting insights (AI notes, sentiment, follow-up tasks, and more) can be stored in Dataverse. This is achieved through a new access control setting on the admin settings screen in the Copilot for Sales personal app.

Previously, meeting insights were stored within Microsoft Graph. This feature provides organizations more control over their insights data. By default, the setting will be enabled for all users within the organization. You can configure the storage to be globally on or off for all users or specify which security groups are allowed or not allowed to save their insights data.

As an admin, you can control which users can share their stored meeting insights (AI notes, sentiment, follow-up tasks, and more) with other users. This is achieved through a new access control setting on the admin settings screen in the Copilot for Sales personal app. The shared data will power other Copilot for Sales features such as Roadmap card that shows past meeting insights shared against a CRM opportunity.

By default, the setting will be disabled for all users within the organization. You can configure the setting to be globally on or off for all users or specify which security groups are allowed or not allowed to share their meeting insights.

Copilot for Sales streamlines meeting preparation by providing out-of-the-box AI-generated insights in a pre-meeting prep card delivered via the Copilot for Sales bot or chat in Teams. The prep card includes:

• Meeting essentials: Key details like title, time, participant acceptance status, and agenda.
• Matched opportunity and account: Automatically identifies and connects relevant CRM records as well as key attributes of the opportunity from CRM.
• Recent communications: Summarized insights from past customer meetings, even those you missed.
• Key contacts: A list of relevant CRM contacts attending the meeting.
• Strategic insights: Identifies key risks, follow-up actions, and crucial discussion points from previous meetings.

With this feature, sales professionals can focus on building relationships and closing deals, rather than sifting through meeting notes, CRM records, and collecting information from peer sellers.

Copilot for Sales delivers a post-meeting notification card in Teams, providing a concise summary of your customer meeting along with seamless follow-up actions. This notification includes:

• Meeting highlights – AI-generated summary capturing key discussion points.
• Direct link to Teams recap – Access the full meeting recording, transcript, and insights in detail.
• One-click CRM save – Save AI-generated meeting notes directly into your CRM (for example, Salesforce) without switching apps.

With this feature, sales professionals can quickly capture and retain key insights in CRM, ensuring that every conversation contributes to a well-documented and actionable sales pipeline.

Let Copilot for Sales handle your meeting recordings automatically, ensuring you never miss a moment. As an administrator, you can enable this feature within the organization's environment through the Copilot for Sales admin settings page. Once activated, it applies to all users. Any meeting with Copilot for Sales automatically added will be recorded on the seller's behalf. Sellers need no additional setup; recordings are automatically triggered for eligible meetings. Meetings marked as private will not be recorded by Copilot for Sales.

A daily meeting prep notification will provide a summary of the seller’s upcoming meetings in a structured format. The daily card contains key meeting insights for the upcoming five sales meetings, categorized by meeting dates. Each meeting will show the title, agenda, date and time, and meeting length, with a clickable link to open the Teams meeting. A link will also be available to help prepare for the meeting, which will send a new adaptive card with pre-meeting details for the individual meeting. The administrator can configure the daily time the meeting digest is sent as well as configure the digest to be globally on or off within the environment.