Microsoft Ignite 2023 introduced the next step in the journey with our Copilot products. Sales Copilot has changed to bring the power of Copilot for Microsoft 365 and role specific insights and actions together under a new offering called Microsoft Copilot for Sales. On February 1, 2024, we released Copilot for Sales, the future sales product showcasing how Copilot capabilities work better together across your productivity apps.
As part of this effort, we are excited to bring several user experience improvements to our product. This article discusses some of the changes you'll see.
First, we're excited to announce that we're merging the Highlights and CRM tabs into a single unified view so sellers can access relevant CRM data grouped together to provide a full picture right in the flow of their work!
In Microsoft Outlook, sellers who have the new Copilot for Sales license will see email summary and generate reply integrated into the Outlook canvas as part of the Microsoft 365 Copilot experience.
In Microsoft Teams, sellers with the new Copilot for Sales license will be able to use the power of Copilot chat enriched with sales capabilities such as opportunity summary generation using CRM data and in-meeting brand analysis.
Additionally, Copilot for Sales users will soon experience new features in Microsoft 365 apps like Word, PowerPoint, and OneNote. Use the resource links below to stay connected with us and learn when new features are released.
Stay connected
- Explore our latest release plans to find out what's coming next.
- Read and follow our blog to hear the latest news.
- Join our community in the community discussion forum and we always welcome your feedback and ideas in our product feedback portal.
Learn more
See the latest user experience changes and learn details about what's new in our learn documentation.
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 Sales Copilot? Have a look at our deployment guide for Dynamics 365 Sales users or our deployment guide for Salesforce users.