August 2023 Updates on Microsofts Sales Copilot: Comprehensive Guide by Expert
Microsoft Expert shares August 2023 update: CRM and Teams meeting features enhanced, Sales Copilot improvements, key bug fixes.
August 2023 Update Summary
Availability: The update is available in all regions as of August 07, 2023.
Main Features:
Teams Meeting Experiences:
Streamlined access to CRM data during Teams meetings.
Sellers can view and edit the CRM record during the meeting in the Teams app.
Collaboration Space:
CRM customizations apply to accounts and opportunities.
Integration with CRM customizations in the Sales Copilot app.
CRM Operations:
Support for saving draft emails.
Mandatory field enforcement in Sales Copilot.
Record type filter for polymorphic fields.
Support for saving Outlook emails and appointments to Salesforce CRM.
Administrator Settings:
Sales Copilot features enabled by default for Dynamics 365 customers in North America and Europe.
Copilot Generated Emails:
Improved meeting invitation experience.
Copilot Summarized CRM Entities:
Data discoverability with references.
Copilot Email Summaries:
Citations and explanations added to summary bullets.
Administration Updates:
- Forms Tab in Sales Copilot Admin Settings:
- Enabling mandatory field enforcement.
- Copilot Tab in Sales Copilot Admin Settings:
- Sales Copilot features enabled by default for Dynamics 365 customers in North America and Europe.
Software Version Updates:
- Microsoft Viva Sales for Outlook add-in and Microsoft Viva Sales for Microsoft Teams remain unchanged.
Critical Bug Fixes:
- None reported in this update.