What’s new and planned for Microsoft Copilot for Sales

by | Mar 27, 2024

This topic lists features that are planned to release from April 2024 through September 2024. Because this topic lists features that may not have released yet, delivery timelines may change, and projected functionality may not be released. For more information, go to Microsoft policy.

For a list of the previous wave’s release plans, go to 2023 release wave 2 plan.

In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.

{The} check mark shows which features have been released for public preview or early access and for public preview, early access, and general availability.

Cross-app experiences

Experiences that span applications, helping sellers remain productive wherever they are working.

 

Microsoft Outlook experiences

Experiences in Microsoft Outlook to empower sellers to efficiently and effectively communicate throughout the sales process.

 

Microsoft Teams experiences

Experiences in Microsoft Teams to assist sellers with sales collaboration and effective customer communication.

 

 

  • You are able to opt into some features as part of early access on February 5, 2024, including all mandatory changes that affect users. To learn more, go to Early access FAQ.

 

Description of Enabled for column values:

  • Users, automatically: These features include changes to the user experience and are enabled automatically.
  • Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.
  • Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.

For a list of the countries or regions where Dynamics 365 business applications are available, go to the international availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.

 

Read the full blog here: New and planned features for Microsoft Copilot for Sales, 2024 release wave 1 | Microsoft Learn