Generate profiles of key stakeholders
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | Sep 2024 | Sep 2024 |
Business value
This functionality empowers you and your sales teams with a comprehensive understanding of your customers, including their roles, preferences, and pain points. By profiling stakeholders, you can engage in more personalized and effective interactions, tailor your messaging, and build stronger relationships. This feature enhances communication, fosters trust, and ultimately contributes to higher conversion rates, increased customer satisfaction, and improved sales success, which in turn drives revenue growth and long-term customer loyalty.
Feature details
Copilot for Sales generates a concise profile of key stakeholders in customer activities based on public data sources and internal data sources such as CRM and SharePoint folders.
This feature is displayed in Microsoft 365 chat, Copilot for Sales add-in in Outlook, and Copilot for Sales app in Teams. You must enable Copilot for Sales and Copilot for Microsoft 365 in your environment to use this feature.