What's new and planned for Microsoft Copilot for Sales
This topic lists features that are planned to release from October 2024 through March 2025. 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 2024 release wave 1 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.
This check mark (
) shows which features have been released for public preview or early access and for public preview, early access, and general availability.
Application experiences
Copilot for Sales experiences connect CRM systems across Microsoft 365 surfaces, helping sellers stay productive within the flow of work.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Manage customer objections in real time | Users, automatically | Oct 2024 | Oct 2024 |
| Create opportunities from sales meeting summary | Users, automatically | Nov 2024 | Nov 2024 |
| Improve customer understanding with seller coaching | Users by admins, makers, or analysts | Dec 2024 | Feb 2025 |
| Get sales data and insights in Copilot chat | Users, automatically | Nov 2024 | Feb 2025 |
| Monitor and alert sellers on adherence to playbook | Users, automatically | Nov 2024 | Nov 2024 |
| Update CRM directly from the post-meeting insights page | Users, automatically | - | Oct 2024 |
| Leverage manager dashboards to coach sellers | Users by admins, makers, or analysts |
Feb 15, 2024 |
Oct 2024 |
| Create meeting follow-up emails from meeting summary | Users, automatically | Nov 2024 | Nov 2024 |
Microsoft OneNote experiences
Experiences in Microsoft OneNote to assist sellers with sales collaboration and effective customer communication.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Summarize and save notes into CRM directly from OneNote | Users, automatically | Mar 2025 | May 2025 |
Microsoft Outlook experiences
Experiences in Microsoft Outlook to empower sellers to efficiently and effectively communicate throughout the sales process.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Support sellers with Copilot for Sales mobile experience in Outlook | Users, automatically | - | Mar 2025 |
You are able to opt into some features as part of early access on August 12, 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.