Microsoft Copilot for Sales is reimagining sales. Integrated seamlessly into your daily tools across Microsoft 365 and Teams, Copilot for Sales harnesses the power of generative AI and customer data to keep sellers in their flow of work so they can spend more time with customers.

This month, we’re excited to bring capabilities to help sellers save time when collaborating with seamless sharing of key email info from Outlook to Teams, enable sellers to stay ahead of activities with meeting prep notes and recent emails, and enable sellers to receive suggested CRM updates in even more languages!  

As always, we invite you to get started, learn more, and stay connected! See you next month!

Capabilities highlighted below are included in the July release of Copilot for Sales. It may take time for specific capabilities to reach every tenant in each market.

In Outlook

Share key email information easily from Outlook to Teams

Today, sellers face challenges in efficiently sharing crucial customer information received via Outlook with their sales team members on Teams. Currently, they resort to manual copying and pasting of information, searching for the appropriate recipient, and then initiating a chat or posting in the right channel on Teams to share it.

With this release, we’re introducing seamless sharing to Teams in the seller’s flow of work in Outlook to help sales teams quickly start a Teams discussion with up-to-date and relevant information that can move a deal forward. Now, sellers can:

Share key email information with their colleagues in Teams
Add preamble text before sharing
Review and modify key email info before sharing
Share to any location in Teams ─ with a person, in a group chat, or in a Teams channel

Example of user flow for sharing key email info to Teams using Copilot for Sales

Find more details in our product documentation. 

Full language support in suggested CRM updates

Sellers are busy and today updating information crucial for their businesses directly in their CRM requires manual work. Bringing the ability to update their CRM to the flow of work for quick updates, sellers can save time and be more efficient.

This month, we’re excited to announce the rollout of additional language support for suggested CRM updates. Prior to this release, four languages were supported; this expansion enables Copilot for Sales to provide suggested updates in ten languages* for:

Monetary value changes (like budgets, revenue, fees etc.)
Timeline changes
Stage progression changes for an opportunity.

* Discover all the details at our supported languages page.

The fields a seller can update depend on their CRM permissions as well as which editable fields are enabled by the admins. Calculate fields, and all other scenarios will deep link to their CRM.

Screenshot of suggested CRM updates user interface

In Teams

Stay ahead of activities with meeting prep notes and recent emails

Sellers and sales managers preparing for a meeting sift through vast amounts of data from a variety of sources, including their CRM, a time consuming and sometimes overwhelming activity. This can lead to information overload and potentially cause difficulty in prioritizing the most relevant details for their meeting.

We’re pleased to announce two new capabilities in our meeting prep to help both sellers and sales managers stay ahead of their most impactful activities! Starting with our July release:  

A meeting prep card will be sent about an hour* before a meeting instead of just as the meeting starts. (admin configuration settings coming soon!)
Recent emails in meeting prep now contain information about the last 2 emails sharing the same external contacts who are participating in the meeting.

*card will appear 45-75 minutes prior to meeting start time

Screenshot of meeting prep info card inside Teams.

Get started

Ready to join us and other top-performing sales organizations worldwide? Reach out to your Microsoft sales team or visit our product web page.

Ready to install Copilot for Sales? Have a look at our deployment guide for Dynamics 365 Sales users or our deployment guide for Salesforce users.

Learn more

Ready for all the details? Check out the Copilot for Sales product documentation.

Ready for the latest tips…and more? Copilot for Sales Tip Time can serve as a foundation for your training of Copilot for Sales users, customers, or partners! This content includes use cases and demonstrates how each feature will benefit sellers, administrators, and sales managers. 

Looking for the latest adoption resources? Visit the Copilot for Sales Adoption Center and find the latest information about how to go from inspiration to adoption. 

Stay connected

Want to stay connected? Learn about the latest improvements before everyone else at https://aka.ms/salescopilotupdates. Join our community in the community discussion forum and we always welcome your feedback and ideas in our product feedback portal.

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