What’s New in Copilot for Sales – April 2025
Microsoft Copilot for Sales is reimagining sales. Integrated seamlessly into your daily tools across Microsoft 365 and Teams, Copilot for Sales harnesses the power of generative AI and customer data to keep sellers in their flow of work so they can spend more time with customers.
We’re excited to announce improved extensibility for 3rd party insights in email summaries in Outlook, allowing partners to surface richer sales insights. We’re also delivering the ability to Save AI notes to CRM (both Microsoft Dynamics 365 and Salesforce) directly from the meeting recap, allowing sellers to be able to save meeting notes directly to CRM.
Capabilities highlighted below are being released this month. It may take time for specific capabilities to reach every tenant in each market. We look forward to bringing you even more features in the coming months!
In Outlook
Improved email summary extensibility for richer third-party insights
Email summaries can now show richer third-party insights. As of this month, the extensibility API now passes more input parameters such as resource data and related entities. Resource data includes the full email content and metadata, message ID, conversation ID, and CRM related entities. Third parties can leverage the additional data to improve the quality of their insights.
These insights appear in:
- The email summary on the Outlook canvas (that Premium users see)
- The Key email info card in the Outlook side pane (that Standard users see).
In Teams
Easily save meeting notes to CRM following Teams meetings
Today, sellers receive AI generated meeting notes following a meeting as part of Teams’ recap capability, but it is difficult to manually save the notes to CRM. Starting this month, sellers can save AI generated meeting summaries to CRM directly in Teams, eliminating manual logging and context switching. Sellers can also edit the meeting summaries before saving to CRM. This not only saves time but also ensures that your organization’s business data remains up to date and accurate.
As a seller, you can update your CRM directly from the post-meeting Microsoft Teams recap page. Select the Sales button to see sales-related insights.
Select Save to CRM to update your CRM by performing the following actions:
- Review and edit the AI-generated meeting summary prior to saving.
- Link the meeting entity to a record of your choice.
By default, meeting summaries are saved to the description field of the appointment in Dynamics or event in Salesforce for the sales team to access. For custom entities, admins will choose the save field.
Get Started
Join us and other top-performing sales organizations worldwide. Reach out to your Microsoft sales team or visit our product web page.
Install Copilot for Sales. Have a look at our deployment guide for Dynamics 365 Sales users or our deployment guide for Salesforce users.
Learn more
All the details. Check out the Copilot for Sales product documentation.
The latest tips…and more. Copilot for Sales Tip Time can serve as a foundation for your training of Copilot for Sales users, customers, or partners! This content includes use cases and demonstrates how each feature will benefit sellers, administrators, and sales managers.
The latest adoption resources. Visit the Copilot for Sales Adoption Center and find the latest information about how to go from inspiration to adoption.
Stay connected
Learn about the latest improvements before everyone else at https://aka.ms/copilotforsalesupdates. Join our community in the community discussion forum and we always welcome your feedback and ideas in our product feedback portal.
