Share important sales information seamlessly from Outlook to Teams
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 | - | 
Jul 29, 2024 |
Business value
As a seller, you engage with your colleagues in group chats and channels depending on the type of conversation—opting for channels for formal discussions and group chats for more casual interactions.
Regardless of the mode of communication, your ultimate goal remains constant. You seek to bring the right people and information into one place to jump-start collaboration.
With this experience, we enable you to effortlessly share sales-specific CRM information, email summaries, and opportunity summaries within group chats. This ensures that all team members have access to the necessary information to collaborate effectively.
Feature details
You can share key email info generated by Copilot for Sales, from Outlook to any individual chats, group chats, or channels in Teams. With Teams enabled within your organization, this seamless integration is accessible through the Copilot for Sales app in Outlook, requiring no additional setup. Note that the Copilot AI features must be enabled for your organization to use this capability.