Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
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 | - | Jun 2025 |
Business value
Stop spending hours consolidating data before meetings. Copilot for Sales now delivers automated insights directly in Teams. With a pre-meeting preparation card, you’ll stay informed about key opportunities, past interactions, and strategic insights such as action items and key risks if any, ensuring you walk into every customer conversation fully prepared. This means more productive meetings, better engagement, and a stronger sales pipeline.
Feature details
Copilot for Sales streamlines meeting preparation by providing out-of-the-box AI-generated insights in a pre-meeting preparation card delivered via the Copilot for Sales bot or chat in Teams. The preparation 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 interactions for the matched opportunity.
- Strategic insights: Identifies key risks, follow-up actions, and crucial discussion points from previous interactions.
With this feature, you can focus on building relationships and closing deals, rather than sifting through meeting notes, CRM records, and collecting information from peer sellers.
