New Copilot for Sales Features Launching Soon
Microsoft Sales Copilot
Feb 21, 2024 7:14 AM

New Copilot for Sales Features Launching Soon

by HubSite 365 about Heidi Neuhauser [MVP]

Microsoft MVP | User Adoption, Dynamics 365 + Power Platform Expert at Reenhanced

Pro UserMicrosoft Sales CopilotLearning Selection

Discover 2024s Dynamics 365 & Power Platform Enhancements: Boost Sales Productivity with New Copilot Features!

Key insights


Dynamics 365 and Power Platform are set to receive significant updates in 2024, particularly focused on enhancing Copilot for Sales. These updates aim to increase productivity by minimizing time spent on administrative tasks, improving cross-app experiences, and integrating more deeply with Microsoft 365.

  • There is a considerable range of updates designed to maximize sales productivity and reduce administrative overhead across Microsoft's ecosystem, including Dynamics 365 for Sales.
  • Features such as Suggest updates to CRM opportunity and integrating Copilot for Sales with Copilot in Word aim to streamline sales operations, utilizing AI to provide timely and relevant data updates and document generation.
  • Microsoft Outlook and Microsoft Teams are set to benefit from deeper integration with Copilot for Sales, offering AI-driven enhancements to email drafting, meeting summaries, and sales collaboration within Teams.
  • New features scheduled for public preview and general availability in 2024 will include tools to highlight sales information, detect customer asks, and generate stakeholder profiles, significantly leveraging AI to enrich customer interactions and sales insights.
  • These updates articulate a focused effort to enhance sales efficiency and data management through AI, improving interaction and collaboration across Microsoft Outlook, Teams, and beyond within the Microsoft ecosystem.

Exploring the Enhanced Copilot for Sales in Dynamics 365 and Power Platform

The upcoming 2024 updates to Dynamics 365 and Power Platform, particularly in Copilot for Sales, mark a pivotal advancement in how sales automation and AI can transform sales processes. By focusing on reducing the administrative tasks that often bog down sales professionals, Microsoft aims to materially increase productivity and allow for more time to be spent on critical sales activities. The introduction of AI to suggest CRM updates based on analysis of meetings and emails, for instance, underscores a move toward more intelligent, data-informed strategies that keep sales opportunities accurate and up-to-date.

The integration of Copilot for Sales with Microsoft Word for generating sales documents highlights a broader trend of leveraging AI across Microsoft’s suite of products to streamline tasks. This capability not only promises to simplify document creation but also ensures that sales teams have access to the most relevant and current information automatically populated in their sales collateral. Such integrations between Dynamics 365, Outlook, Teams, and Word demonstrate Microsoft's commitment to creating a cohesive, productive ecosystem that promotes efficiency and enhances sales strategies through advanced technology.

With these updates, Microsoft is not only amplifying the capabilities within Dynamics 365 and the Power Platform but also emphasizing the importance of AI in modern sales processes. By bridging the gap between various applications and services within its ecosystem, Microsoft is poised to offer a more integrated, AI-powered experience that can significantly impact sales productivity and success. As these features roll out, sales teams can look forward to a more streamlined, intuitive, and intelligent set of tools to support their efforts in driving sales and delivering value to their customers.

Exciting updates are on the horizon for Copilot for Sales, as highlighted in the 2024 Release Wave notes for Dynamics 365 and Power Platform. Heidi Neuhauser [MVP] shares an in-depth look at the forthcoming features designed to enhance productivity and reduce administrative tasks for sales teams. With a focus on the Microsoft Copilot for Sales within Dynamics 365, these updates span across Microsoft 365 integrations, enhancing user experiences in Microsoft Outlook and Microsoft Teams.


Cross-app Experience Features Include:

  • Highlighting sales information such as budget and stakeholders in customer interactions
  • Highlighting buying intent and providing relevant next steps
  • Suggesting updates to CRM opportunity
  • Detecting customer asks and suggesting responses
  • Highlighting customer issues and providing relevant next steps
  • Highlighting key insights about the situation of the deal
  • Generating profiles of key stakeholders
  • Extracting customer information to understand deal context
  • Analyzing aggregated sales activities
  • Integrating Copilot for Sales with Copilot in Microsoft Word
  • Extending Microsoft Copilot for Sales

These features represent significant advancements, offering the potential for big productivity improvements by using AI to scan through meetings and emails, suggesting updates to Opportunity records, and streamlining document generation in Word using Copilot for Sales.

For Outlook and Microsoft Teams, the updates aim to deepen integration and enhance sales processes. This includes AI-powered assistance to improve customer interactions, decrease data entry, and facilitate efficient sales collaboration directly within Teams.

Read the full article Updates coming to Copilot for Sales


Microsoft Copilot - New Copilot for Sales Features Launching Soon


People also ask

Is Copilot available for Office 365?

Copilot for Microsoft 365 can be integrated as an alternative plan, provided there is a pre-existing license for either Microsoft 365 E5, Microsoft 365 E3, or Office 365 E3.

Is MS Copilot worth it?

Microsoft Copilot, as per reviews by corporate users, demonstrates its utility particularly in tasks involving transcriptions and consolidating meeting notes. However, its functionality in software like PowerPoint and Excel is reported to have limitations, according to the Journal.

What is Microsoft Sales Copilot?

Microsoft Copilot for Sales serves as an AI-enhanced assistant tailored for sales professionals within Microsoft 365, facilitating seamless integrations with sales platforms to deliver cutting-edge AI insights and enrich CRM operations within productivity processes.

What is the minimum license for Microsoft Copilot?

From January 16, 2024, Copilot for Microsoft 365 is accessible to all organizations, encompassing educational settings, without a requirement for a minimum number of licenses. However, eligibility is contingent on holding an appropriate M365 plan.



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