What’s New in Copilot for Sales – July 2024

Microsoft Copilot for Sales reimagines selling. Fully integrated into everyday tools across Microsoft 365 and Teams, Copilot for Sales leverages the power of generative AI and customer data to keep sellers in the flow of work, so they can spend more time with their customers.

This month, we’re excited to offer a feature to help sellers. Save time when collaborating With ~ Seamlessly share key email information from Outlook to TeamsEnables sellers to: Get ahead of the action With ~ Meeting preparation notes and recent emailsEnables sellers to: Receive suggested CRM updates even More languages!

As always, we invite you start, Learn moreand Waiting! See you next month!

The features highlighted below are included in the July release of Copilot for Sales. It may take time for certain features to reach all tenants in each market.

In Outlook

Easily share key email information from Outlook to Teams

Today, sellers struggle to efficiently share important customer information received via Outlook with sales team members in Teams. Currently, they manually copy and paste the information, search for the appropriate recipients, and then start a chat or post to the appropriate channel in Teams to share the information.

This release introduces: Share seamlessly to Teams In Outlook, help your sales team quickly start Teams discussions with up-to-date and relevant information to move deals forward in the sales workflow. Now, sellers can:

• Share important email information With colleagues in Teams
• Add introduction text Before sharing
• Review and edit key email information Before sharing
• Share wherever you want in Teams ─ With people, in group chats, or in Teams channels

Example user flow for sharing key email information with your team using Copilot for Sales

Please check with us for more details. Product Description.

Full language support in proposed CRM update

Sellers are busy and updating business-critical information directly from their CRM requires manual work. By incorporating the ability to update their CRM into their workflow and providing quick updates, sellers can save time and increase efficiency.

This month we are excited to announce the launch of: Additional language support for proposed CRM updates. Prior to this release, four languages ​​were supported. With this expansion, Copilot for Sales can provide suggested updates in 10 languages* for:

• Changes in monetary value (budget, revenue, fees, etc.)
• Change timeline
• Stage progression changes depending on the opportunity.

* Please check with us for more details. Support Language Page.

The fields that a seller can update depend on their CRM permissions and the editable fields that the administrator has enabled. Calculating the fields deep links all other scenarios to the CRM.

Screenshot of the proposed CRM update user interface

In the team

Stay informed of activities ahead of time with meeting preparation notes and recent emails

Sellers and sales managers preparing for meetings often sift through vast amounts of data from a variety of sources, including their CRM, a time-consuming and sometimes overwhelming activity. This can lead to information overload and difficulty prioritizing the most relevant details for the meeting.

We’re excited to announce two new meeting preparation features that will help sellers and sales managers stay ahead of the most impactful activities! Starting in the July release:

• all Meeting Preparation Card will be sent About 1 hour* ago When the meeting starts, not when the meeting starts. (Administrator configuration settings coming soon!)
• A recent meeting preparation email included: Information about the last two emails that shared the same external contact A person participating in a meeting.

*Cards will appear 45 to 75 minutes before the meeting start time.

Here’s a screenshot of the meeting preparation information card in Teams.

start

Are you ready to join us and other top-performing sales organizations around the world? Contact your Microsoft sales team or visit us. Product web page.

Ready to install Copilot for Sales? Take a look at us. Deployment Guide for Dynamics 365 Sales Users or our Deployment Guide for Salesforce Users.

Learn more

Have you prepared all the details? Check the following: Copilot for Sales Product Manual.

Want the latest tips and more? Pilot for sales tip time Copilot for Sales can serve as a foundation for training users, customers or partners! This content includes use cases and shows how each feature benefits sellers, managers and sales managers.

Looking for the latest adoption resources? Visit Copilot for Sales Adoption Center Get inspired and find the latest information on the adoption process.

Waiting

Want to stay connected? Find out about the latest improvements before anyone else. https://aka.ms/salescopilotupdates. Join our community Community Discussion Forum And we always welcome your feedback and ideas. Product Feedback Portal.