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M365 Changelog: (Updated) Microsoft Copilot for Microsoft 365: Copilot for Sales plugin in Microsoft Teams meetings

Summary

Microsoft Copilot for Microsoft 365: Copilot for Sales plugin in Microsoft Teams meetings. Admins can enable the Copilot for Sales plugin in Microsoft Teams meetings, which allows Copilot for Microsoft 365 to access Microsoft Dynamics 365 Sales data to retrieve sales information and brand information for the account mentioned. The plugin will be available for eligible end-users in mid-June 2024. Admins should enable the plugin for end-users to use the feature.

MC718263 – Updated April 25, 2024: Microsoft has updated the rollout timeline below. Thank you for your patience.

In Microsoft Teams meetings, admins can enable the Copilot for Sales plugin in the Preview menu. All plugins are toggled off by default, and users can toggle them on from the plugin menu. When the Copilot for Sales plugin is set to on, Copilot for Microsoft 365 in Microsoft Teams meetings will be able to access Microsoft Dynamics 365 Sales data to get a summary of the sales information for the meeting based on the transcript as well as retrieve brand information for the account from Dynamics 365 Sales if the account name was mentioned.

This message is associated with Microsoft 365 Roadmap ID 373655

When this will happen:

Preview Release: Microsoft will begin rolling out to all users who have Copilot for Microsoft 365 and a Copilot for Sales license enabled in early June 2024 (previously mid-May) and expects to complete by mid-June 2024 (previously late May).

How this will affect your organization:

There is no change to the admin process to enable the Copilot for Sales plugin.

The eligible end-users of the Copilot for Sales plugin will now be able to use Copilot for Microsoft 365 in Microsoft Teams meetings to get information about sales opportunities, brands, and competitors.

Additionally, Copilot for Microsoft 365 in Microsoft Teams meetings will also suggest real-time tips related to brands and competitors from Copilot for Sales at opportune moments. These real-time tips will be supplied by Copilot for Sales based on real-time intelligence in the meeting transcript.

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What you need to do to prepare:

Admins should enable the Copilot for Sales plugin so that end-users can enjoy the benefits of this feature.