Stay efficient with the Copilot overview page
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 | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | Mar 2025 | - | Jul 2025 |
Business value
The Copilot full-page view in Dynamics 365 Sales helps you excel in sales. Offering real-time insights and effortless natural language chat functionality, it empowers you to efficiently manage sales activities, nurture customer relationships, and drive sales success. This immersive interface provides an expanded workspace, enhancing the focus on productive conversations with Copilot.
You can seamlessly access insights from various records and prioritize your actions intelligently. The natural language chat with AI-powered Copilot facilitates deeper insights and quick access to customer details, deal information, meeting schedules, and more. Furthermore, you can easily track your performance using charts through natural language, while an embedded calendar assists in planning and managing your day effectively.
Feature details
As a seller, you can:
- Follow suggested actions to stay ahead in your work.
- View goal information and how much you have achieved.
- Find key opportunities to focus on.
- Prepare for upcoming sales meetings.
- Stay on top with real-time insights across different entities.
- Chat with Sales Copilot in an immersive wide-screen experience.
