13 features included in release plans
Business Value
Keeping the CRM up to date after meetings is essential for providing the sales team with the visibility they need to close deals faster. However, the inability to save meeting notes to CRM from Teams often leads to missed or delayed updates due to the sellers' busy schedules.
With Copilot for Sales, you can effortlessly save meeting notes directly to your CRM right after a meeting, without the need to switch contexts. This not only saves time but also ensures that your organization's business data remains up to date and accurate.
Feature Details
As a seller, you can update your CRM directly from the post-meeting Microsoft Teams recap page. Select the Sales button to see sales-related insights. Select Save to CRM to update your CRM by performing the following actions:
Save the AI-generated meeting summary directly to CRM. You can review and edit the summary prior to saving.
Link the meeting summary to an out-of-the-box entity or custom entity of your choice.
Meeting summaries are saved to the description field of the appointment in CRM for the sales team to access.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
Adapt the Microsoft 365 Copilot for Sales forms experience for different users and different situations using the same record types configured in Salesforce. You won't have to see fields and picklist values that aren't relevant to you, thereby streamlining data entry, improving data quality, and increasing the efficiency and productivity when working to create, view, and edit objects.
Feature Details
Record types are a core element to Salesforce's object management capabilities. Copilot for Sales will consider record type configurations defined by administrators in Salesforce. This includes user profile-based access to different record types, changes in the create, view, and edit forms based on a record's type, and an option for users with access to more than one record type to select one at the start of the create form experience.
CRM administrators will need to go to the Forms section in the Settings tab in the Copilot for Sales Teams app to select the record types for each object that Copilot for Sales should support.
This feature will affect experiences in both Outlook and Teams. This feature doesn't apply to Dynamics 365 customers.
Enabled for:
Business Value
Business Value
As a seller, you spend a significant amount of time and effort going over your calendar at the end of the day or week, following up on meeting tasks and updating your CRM system. This digest will help you save time and effort by compiling a summary of all recent meetings with action items and shortcuts to high value actions such as saving notes to the CRM system, updating CRM entries, and more. You can use this digest to update the CRM system and complete meeting follow-ups, instead of going meeting-by-meeting on your calendar.
Feature Details
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.
Enabled for:
Business Value
Business Value
By accessing Copilot metrics, you can track adoption of Copilot for Sales and its impact, and through that you can drive adoption, justify investment, and build trust with the team.
Feature Details
Within Viva Insights, you'll have access to a user-friendly and self-serve mechanism to track Copilot for Sales adoption, covering usage from high-level key metrics to scenario-specific details. Out-of-the-box Power BI templates will be provided to see both high-level usage data pivoted by your organizational data, all the way down to scenario-level usage, and even usage trends over time.
Usage metrics and Power BI templates will be available for use in the Viva Insights Analyst Workbench. The Analyst Workbench gives you access to a wide range of usage metrics from Copilot in Microsoft 365 and Copilot for Sales. These are complemented by an out-of-the-box Power BI dashboard so you can get started rapidly and with minimal effort. You can always choose to build your own customer dashboards using the results from your analysis query in the Analyst Workbench.
In order to access the Viva Insights report, you must have a Viva Insights Analyst role, assigned by your administrator in the Microsoft 365 admin center.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
Managing opportunities is hard. There is so much happening across your opportunities—with multiple stakeholders and multiple touchpoints—that key information required to close deals can get lost. Especially when you’re working on multiple opportunities at once, it’s not easy to stay on top of all of them and know what actions to take to drive them to closed-won instead of them getting stalled.
Long gone are the days of manual note taking and fragmented information. Now Copilot is constantly working in the background to extract next steps, key objections, warnings, engagement levels, and more across all your opportunities.
Feature Details
With opportunity intelligence agent in Copilot for Sales, you can now automatically get the following rich insights to help manage your opportunities:
- Opportunity insights: Review all customer touchpoints such as meetings, emails, and CRM updates, and then summarize recent interactions, next steps, objections raised, warnings, engagement scores across stakeholders, and BANT analysis. These are displayed in the opportunity hub view in the Copilot for Sales app in Teams and Outlook.
- Opportunity roadmap: Bring together all meetings, emails, and CRM updates into a single view that is consistent across the team.
- Summary card in CRM: A summarized insights card that is embedded right into your CRM to provide rich insights about your opportunity such as recent interactions, next steps, key risks, and stakeholder engagement.
- Opportunities view: A multi-opportunity view that tracks your open opportunities and their summaries.
- Configuration: Control which warnings are relevant for your organization and the threshold for each warning.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
As a seller, you refer to multiple systems while responding to customer queries. By providing the capability to add content from third-party systems, you can add the relevant file links from external systems with the capability of the connector plugin without having to navigate to these systems for content.
Feature Details
With the new capability to integrate content from third-party systems, customers can now enhance their email replies with the file links from third-party systems.
As an administrator, you can create a connector-based plugin that builds connection between Copilot for Sales and the external system to enable file links to be added in email drafts.
As a seller, you can sign in to the plugin and see file links relevant to the emails automatically added to the email replies.
This capability is available in:
- Copilot for Sales product area: Microsoft Outlook
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
As a seller, you spend time in the field meeting with customers and staying up to date on your mobile device. With the core experiences enabled in the Outlook mobile app, you remain on the go with the support of your sales personal assistant. Sellers can easily track emails to CRM, keep the CRM updated, and leverage AI power to summarize and generate email replies all from within the mobile version of Outlook on iPhone or Android devices.
Feature Details
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
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Add contacts, save emails to CRM from Outlook email banner
UPDATED
General Availability
Oct 22, 2024
Business Value
Easily view suggested CRM actions in a banner that appears within a customer email. This feature is designed to help improve CRM data quality without disrupting your workflow. Suggested actions such as adding a new contact or lead to CRM or linking the email to track the history appear within the email messages and allow you to select or dismiss them.
Feature Details
Actionable message banners provide you with the following capabilities:
- Each actionable message banner provides access to high-value CRM actions that are contextual to the email on which the banner appears.
- Quick actions cover adding new contacts or leads from the customer email to the CRM platform, or saving the email to CRM.
- Clicking any action enables you to quickly complete it through the Copilot for Sales side panel in Outlook.
Enabled for:
- With this release, actionable message banners appear only on up to two external customer emails (on the email read surface) per seller’s inbox per day. Each seller needs to have Copilot for Sales installed to use this feature.
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
Email summary and email draft are the key scenarios for sellers today. This new enhancement will help you to confidently use Copilot for drafting emails and generating email summaries, thereby providing productivity gains.
Feature Details
Email summaries and drafts displayed on the Outlook canvas will be enhanced with the following features:
- You can now ask for suggested meeting time slots based on the email conversations using a custom prompt while creating the first email draft.
- Copilot responses in localized languages are further enhanced to respect language nuances.
- Email drafts can be created in a requested language if the user provides a custom prompt in that language or specifies a certain language for the responses to be drafted.
- Email summaries will be concise, resulting in a faster understanding of the email thread context.
Enabled for:
Business Value
Business Value
Insights should be presented in a way that's easy to navigate with minimal wasted time so you can quickly use the insights and focus on meaningful next best actions to achieve sales goals. With this feature, you can experience value the moment you start navigating through focused cards with minimal clutter, which streamline your workflow and make it easier to find the information you need. By simplifying navigation and enhancing usability, this feature saves you time, reduces effort, and allows you to focus on making informed decisions faster.
Feature Details
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.
Enabled for:
Business Value
Business Value
To ensure teams are engaged on the right record, you can now mention recently used Copilot for Sales records right within the Outlook email experience. This will make it easy to find and show a rich embedded adaptive card to the recipients. Typing the forward slash (/) key followed by the name of the record automatically completes a CRM record name and adds it to the email.
Feature Details
Sharing records is turned off by default, but CRM administrators can turn them on within the Copilot for Sales settings in Outlook, Teams, or other Microsoft 365 applications.
You will be able to leverage the existing Outlook forward slash (/) support to show a dialog box with recently used Copilot for Sales CRM records. As you interact with Copilot for Sales, those records will be added to the available list to be shown within Outlook emails for quick access. Once selected, a rich adaptive card shows the CRM record information for quick access.
Recipients of the adaptive card will only see details if they have CRM access to the CRM record. The adaptive card will auto-refresh to show any changed CRM content, keeping the card from showing any stale data.
This capability is available in:
- Copilot for Sales product area: Microsoft Outlook
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
Following up after meetings takes a lot of time and effort, creating summarized notes to send to customers. With this feature, you can send a follow-up email with a single click, leveraging high-quality AI-generated meeting notes and making post-meeting follow-up a breeze.
Feature Details
This release for Copilot for Sales will enhance your productivity by improving the following aspects of the thank-you email generated after a Teams meeting:
- Enhanced email draft quality: AI-generated email drafts are now better aligned with the meeting action items and notes with improved tone for effective customer communications.
- Key details from the meeting: Info such as participants’ email addresses will be automatically added to the To and Cc fields, streamlining the steps for sellers to just click Send.
- Improved email draft management experience: The email draft opens in the seller’s default email client, which makes it easier to quickly edit and send.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
Running efficient meetings requires having all the right information at hand before talking with customers. However, sellers have limited time to prepare and there is no one-size-fits-all process as meetings differ, making the meeting preparation process overwhelming and often leading to sellers attending meetings without the right context. With Copilot for Sales, you can now receive tailored insights for each type of meeting. This way you can prepare quickly and effectively for any situation.
Feature Details
Copilot for Sales provides the following tailored insights:
- Profile updates: For initial interactions with a customer, Copilot for Sales provides insights tailored to the customer's profile, account, and qualification criteria.
- Deal-related insight: When engaging with a customer with an open opportunity, Copilot for Sales provides insights related to objections, pending action items, and the key stakeholders needed to accelerate the deal.
Copilot for Sales will also provide aggregated daily notifications through the Copilot for Sales bot notifications with key information for each meeting. These notifications can also be customized in settings based on your preferences in case you prefer more frequent updates (for example, one notification per meeting) or more detailed notifications.