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.
Welcome to 2025! We're pleased to let you know about several great new features shipping this month! First up - we're excited to announce a feature that allows you to easily share CRM records when composing emails in Outlook by using a single "/" symbol to select a recently used CRM record.
We're also announcing the public preview of mobile support for Copilot for Sales in Outlook to join our existing mobile support when using Teams. To round out the features this month, we're happy to deliver improved Teams meeting recap notifications that contain the information you need the most, directly in the notification.
Capabilities highlighted below are being released this month. It may take time for specific capabilities to reach every tenant in each market.
We look forward to bringing you even more features in the coming months!
In Outlook
Easily share CRM records when composing emails in Outlook*
Sellers should be able to easily share recently used CRM entities with colleagues directly in the flow of work within Outlook* emails. Starting this month, sellers can embed any configured CRM entity in an email message by typing “/” (forward slash) to show a list of previously used Copilot for Sales CRM entities.
As a seller interacts with Copilot for Sales, the most recently used entities are added to a new table in Dataverse. The service will shallow copy CRM entities (title, subtitle, link) to Substrate with a 1-year expiry date.
Just as Microsoft 365 Copilot users can type the “/" symbol and quickly get to recently used files, sellers will now be able to use the “/" symbol to quickly select a recently used CRM entity.
Once the desired CRM entity is selected, a record link is inserted and then unfurled into a rich adaptive card. The screenshots below highlight key components of this feature.
- Settings screen showing the feature enabled. The feature is turned off by default. The CRM admin can enable the feature in settings.
- Email message demonstrating how to insert a record into the email. Type “/” followed by character(s) to show matching Copilot for Sales entities from the CRM.
- Email message showing the embedded adaptive card inline within the email.
*This feature is currently available in the New Outlook for Windows and in Outlook for Web.
Mobile support for Copilot for Sales in Outlook (public preview)
We’re excited to announce the public preview of mobile support in Outlook! Starting this month, sellers can use Copilot for Sales in the mobile iOS and Android versions of Outlook.
Most features available in the desktop version of Copilot for Sales are also available in the mobile version (unless called out in the known issues section of documentation) including the following:
- Add or edit CRM records such as contacts, accounts, and opportunities.
- Search for and view CRM records.
- Save emails to CRM.
- View AI-generated email summaries.
- Generate email drafts that can be copied into an email reply.
- View AI-generated opportunity summaries.
You’ll find details in the product documentation on Microsoft Learn.
To Launch Copilot for Sales within an email
- Select “...” on an open email
- Select “Copilot for Sales”
In Teams
Improved Teams meeting recap notifications
In Copilot for Sales, today we send an empty notification that redirects sellers to the meeting recap in Teams. This can result in low click-through rates and missed information.
This month we're pleased to announce that we’re improving the value of the notifications by providing a summary of the meeting and follow-up tasks directly in the notification.
By bringing forward some of the recap content, we expect this feature to generate more interest in viewing the full recap and content in the Sales Pill, ultimately improving the feature’s usage. The screenshots below show the current and improved notifications.
Screenshot showing the current Teams meeting recap notificationScreenshot showing the improved Teams meeting recap notification
Get started
Join us and other top-performing sales organizations worldwide. Reach out to your Microsoft sales team or visit our product web page.
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
All the details. Check out the Copilot for Sales product documentation.
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.
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
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.
