What’s New in Copilot for Sales – October 2024

Microsoft Copilot for Sales is reinventing sales. Seamlessly integrated into everyday tools in Microsoft 365 and Teams, Copilot for Sales leverages the power of generative AI and customer data to keep workflows flowing so sellers can spend more time with their customers.

This month, we’re excited to announce the launch of Email Banner*, which allows you to: Quickly update CRM data – Right from your email message!

* In the new Outlook for Windows and Outlook on the web, up to two external emails appear per day.

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

In Outlook

Streamline CRM tasks with actionable message banners in Outlook

Effectively managing important day-to-day CRM tasks, such as adding new contacts or leads or saving customer emails, is critical to maintaining productive customer relationships. But these Tasks can often be overlooked. When exchanging emails with customers in Outlook, sellers may not be aware that they can use Copilot for Sales to complete these tasks, or they will have to navigate the sidecar themselves to complete them.

To simplify this process and ensure you don’t miss any important CRM updates, we’ve introduced: Actionable Message Banner Directly within the seller’s Outlook inbox. When reading emails from external customers, these banners Surface Contextual Prompts guiding the seller do important work Directly through Copilot for Sales Add a new contact or lead and Save emails to CRMIt all helps sellers stay organized and save valuable time.

• Each banner is relevant to the email being displayed, and only relevant content and actions are displayed.
• Clicking on an action takes the seller directly to the appropriate environment in Sidecar to complete the task.
• Your banner will appear in a maximum of 2 external emails per day per user.
• Banners and other canvas experiences are only available in the new Outlook for Windows and Outlook on the web.

Screenshot showing the user flow for two tasks: Save Contact to CRM and Save Email to CRM. Both tasks are accessed directly from the executable banner.

Getting started

Are you ready to join us and other top performing sales organizations around the world? Contact Microsoft Sales or visit us. product webpage.

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

Ready to find out all the details? check it out Copilot for Sales Product Documentation.

Ready to receive the latest tips and more? Sales copilot tip time It can be the basis for training your Copilot for Sales users, customers or partners! This content includes use cases and shows how each feature helps sellers, managers, and sales managers.

Looking for the latest adoption resources? visit Sales Adoption Center Co-Pilot Find the latest information on how to move from inspiration to adoption.

Stay connected

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