Access real-time data during Teams meetings

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users, automatically - Apr 15, 2024

Business value

You can easily access the most important contextual CRM information and real-time tips during customer meetings in the new unified Copilot for Sales side panel in Teams.

Feature details

  • Unification of tabs in the Copilot for Sales side panel in Teams enables a simpler and seamless means to access contextual CRM information during customer meetings.
  • Unified tabs set the foundation for better integration with Microsoft Copilot experiences.

Copilot for Sales during Teams meeting

See also

Use Copilot for Sales app during a meeting (docs)