What’s New in Copilot for Sales – September 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 are enabling the following features: Streamline your experience In Outlook, Teams, and Copilot Studio. First: Enable email banners* to: Update your CRM data quickly – Right from the email message! Next, users who log in to Copilot for Sales for the first time Connect to your CRM directly from Teams Rather than having to log in to Outlook first. Also Activate Zero Click Login We are working on providing and eventually implementing the Copilot for Sales extension using Entra ID. Easy to use sample authentication connector plugin – Right in Copilot Studio!

* In the new Outlook for Windows and Outlook on the web, you’ll see up to two external emails per day.

The features highlighted below are included in this month’s Copilot for Sales release. It may take some 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 and saving customer emails, is essential to maintaining productive customer relationships. However, these The task can often be overlooked When exchanging emails with customers in Outlook, sellers may not realize that these tasks can be completed using Copilot for Sales or may need to navigate to Sidecar directly to complete them.

To simplify this process and ensure you don’t miss out on 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 situational prompt Guide the seller perform an important action Directly through Copilot for Sales, e.g.: Add a new contact or lead and Save emails to CRMIt helps all sellers to stay organized and save valuable time.

• Each banner is contextualized to the email it’s displayed in, showing only relevant content and actions.
• By clicking on a task, the seller can jump directly to that environment in the sidecar to complete the task.
• The banner will appear in a maximum of two external emails per user per day.

Screenshot showing the user flow for two actions: Save Contact to CRM and Save Email to CRM. Both actions are accessible directly from the Actionable banner.

In the team

CRM login experience in Teams

Today, new users of Copilot for Sales are having a hard time because they start in Teams and then have to go to Outlook first to log in to their CRM. This is because the sign-in functionality in Teams is not the same as the sign-in functionality in Outlook and is not consistent.

I’m excited to start this month. Improved login experience. If you open the following for Copilot for Sales users: Team Personal App:

• Dynamics users You will be automatically logged into the environment even if you have not logged in before.Outlook-like rules) and they can check or change the environment! Also, if you have multiple environments, you can switch between them without logging out.
• salesforce® user You can log in to any environment right from your Teams personal app.

Here’s a screenshot showing an example of the new user experience when signing in to Teams.

Scalability and Cross Surface

Sample Authentication Connector Plugin for Copilot for Sales (Preview)

Current customers have access to: Sample Connector Solution This will help you understand how to build new extensions for Copilot for Sales. However, customers must go through several steps to see and learn the actual operation of the sample connector solution.: (1) Download the connector solution. (2) Import the downloaded solution into your Dataverse environment connected to Copilot for Sales. (3) Create a connection job in Microsoft Copilot Studio.

We’re excited to announce that starting this month, customers can accelerate and start scaling Copilot for Sales even faster. Use authenticated connection operations Customers can discover, activate and research. Directly from Microsoft Copilot Studio!

To get started, follow the instructions in the learning document. Manage extensions for Copilot for Sales (Preview) using Microsoft Copilot Studio And activate it Contoso Hub Connector Action on Copilot for Sales. Additional information on Copilot for Sales is also available. Here is a sample of a certified connector in action.

A screenshot showing a sample connector in Copilot Studio.

Simplified zero-click sign-in experience for Copilot for Sales extension using Microsoft Entra ID (Preview)

Currently, Copilot for Sales users must explicitly log in to a connector plugin that extends Copilot for Sales, even if the connector plugin uses a Microsoft Entra ID for authentication.

Copilot for Sales starts this month. Automatically creates connections for connector plugins that use Microsoft Entra IDs. Used for authentication if your Copilot administrator has already enabled the connector plugin for Copilot for Sales users.

This allows users to view data and insights in non-CRM applications that extend Copilot for Sales and use their Microsoft Entra ID, saving time and effort by not having to explicitly log into those applications again.

For more information, see: Creating custom connectors and connector actions And how View insights from your partner applications (preview) From Copilot for Sales.

Screenshot of Outlook with Sales Insights added from the Contoso Hub plugin without any additional login required.

Get started

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.

Stay connected

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