Plan and prepare for Microsoft 365 Copilot for Sales in 2024 release wave 2

Overview

Microsoft 365 Copilot for Sales is an AI assistant that combines the power of Copilot for Microsoft 365 with seller-specific insights and workflows. It helps sellers save time, focus on the most important activities, generate innovative ideas, build stronger customer relationships, and close more deals. 

In 2024 release wave 2, we focus on the following capabilities:

• Empowering sales managers with insights about their sales pipeline.
• Helping sellers find high-quality leads using AI-powered insights.
• The end-to-end meeting experience for sellers as they talk to customers and leads.
• Deepening the integration of Copilot for Sales into Copilot for Microsoft 365, specifically in Outlook and Teams.
• Suggested next actions for sellers directly in Outlook and Teams.
• Natural language capabilities that allow sellers to ask questions about the data in their CRM.

Updates to Microsoft 365 Copilot for Sales 2024 release wave 2

Investment areas

Application experiences
Microsoft 365 Copilot for Sales is an AI assistant that empowers sellers with insights, recommendations, actions, and up-to-date CRM data. It works directly within the Microsoft 365 applications sellers already use daily. Copilot for Sales is a Copilot-first application that works with both Dynamics 365 Sales and Salesforce. It builds on Copilot for Microsoft 365. The cross-application experiences span multiple Microsoft 365 applications and their CRM systems so that sellers stay productive within the flow of work.

Sellers use different applications for various aspects of their work. They use Outlook for email, Teams for meetings, and Dynamics 365 or Salesforce for CRM. Copilot for Sales connects these applications and enables sellers to do their tasks more efficiently within the same workflow. For example, sellers can update their CRM from Outlook or Teams without switching applications. Copilot for Sales also provides insights from other applications that help sellers communicate better with their customers, build trust, and close more deals.

Microsoft Outlook experiences
Microsoft 365 Copilot for Sales is an AI assistant designed for sellers. The Copilot for Sales app in Outlook gives you recommendations and information to help you stay connected to your customers, reduce data entry, and personalize your engagements. With Copilot, you can close deals faster and enjoy higher win rates.

With Copilot, you can get related information from your CRM system, such as contact details, account history, and opportunities. You can save activities like emails and meetings to your CRM system. You get an overview of recent interactions with your customers, including email summaries, meeting notes, and action items. Use AI capabilities to draft emails, summarize conversations, and generate follow-ups. The Copilot for Sales experience in Microsoft Outlook comes through an integrated app experience. It enriches the Copilot in Microsoft Outlook capabilities with sales-specific skills, data, and actions.

Microsoft Teams experiences
Copilot for Sales is an AI assistant designed for sellers. The Copilot for Sales app in Teams gives you recommendations and information to help you stay connected to your customers, minimize data entry, and personalize your engagements so you can close deals faster with higher win rates. Collaborate on deals with colleagues, prepare for and run effective sales meetings, get a deeper understanding of your customers' needs from transcribed call summaries, and take the right action at the right time with automatically generated follow-ups. You experience Copilot for Sales in Microsoft Teams through an integrated app that enhances Copilot's capabilities with sales-specific skills, data, and actions.

To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Microsoft 365 Copilot for Sales below:

For application administrators

User-impacting features to the user experience enabled automatically
User-impacting features should be reviewed by application administrators. This facilitates release change management and enables successful onboarding of new capabilities released to market. For the complete list, look for all features tagged "Users, automatically" in the release plan.

Features that must be enabled by application administrators
This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be available for their users. For the complete list, look for all features tagged "Users by admins, makers, or analysts" in the release plan.

Get the most out of Microsoft 365 Copilot for Sales