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 announce the release of email banners* that allow you to quickly update CRM data – right from the email message! 

* shown on up to 2 external emails per day in the new Outlook for Windows and in Outlook on the Web.

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

In Outlook

Streamline CRM Tasks with actionable message banners in Outlook

Effective management of important day-to-day CRM tasks, such as adding new contacts or leads and saving customer emails, is crucial for maintaining productive customer relationships. However, these tasks can often be overlooked when exchanging emails with customers in Outlook, with sellers either unaware that these tasks can be completed using Copilot for Sales or needing to self-navigate through the sidecar to complete them.

To simplify this process and ensure that critical CRM updates are never missed, we’ve introduced Actionable Message Banners directly within the sellers’ Outlook inbox. When reading emails from external customers, these banners will surface contextual prompts that guide sellers to perform important actions directly through Copilot for Sales, such as adding new contacts or leads and saving emails to the CRM, all helping sellers stay organized and save valuable time.

Each banner is contextual to the email on which it’s shown, surfacing only relevant content and actions.
Clicking on an action will take the seller directly to the appropriate experience in the sidecar to complete the action.
Banners will be shown on up to 2 external emails per user per day.
Banners and other on-canvas experiences are available only in the new Outlook for Windows and Outlook for Web.

Screenshots showing user flow for two actions, save a contact to the CRM and save an email to the CRM, both actions directly accessed from an actionable banner.

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/copilotforsalesupdates. 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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