Copilot for Sales Updates Coming in 2024 Release Wave 1

The 2024 Release Wave 1 notes for Dynamics 365 and Power Platform have been announced! They are full of amazing updates and new features coming to all areas in the ecosphere. In this post, I will provide a brief overview of the many Copilot for Sales updates that are included in the Release Wave.

Copilot for Sales Updates

First of all, there are a lot of new features and updates to Copilot for Sales, all designed to focus on maximizing productivity and minimizing time spent doing administrative tasks. There are updates to Copilot features within Dynamics 365 for Sales (which you can find here) – but this post is focused on the Microsoft Copilot for Sales section.

The section is broken into three areas:

• Cross-app experiences
• Microsoft Outlook experiences
• Microsoft Teams experiences

Cross-App Experiences

There are 11 new features included in the release notes that fall under this category, which works with Microsoft 365. Most of these features will have public preview in April 2024 and start rolling out to general availability from April through September 2024.

Here is the full list of features coming:

These are all great updates, but there are a few I want to dive a bit deeper into, because I think they have some incredible opportunities.

Suggest Updates to CRM Opportunity

This feature uses AI to scan through meetings and emails, suggesting relevant updates to Opportunity records. According to the feature details, this will include updating your Opportunity sales stage, close date, and estimate revenue. This help ensure that no relevant data is missed in a sales rep’s inbox and Opportunity stays as fresh and up-to-date as possible. This feels like a huge productivity win to me!

Integrate Copilot for Sales with Copilot in Word

Talk about streamlining! This feature describes how you can generate documents effortlessly in Word using Copilot for Sales. It requires Copilot for Sales to be enabled in your environment (obviously!) and a Microsoft 365 license. It allows users to generate a sales meeting prep document with the following sections:

• Participants & stakeholder information
• Opportunity summary
• Relevant email summaries
• Previous meeting summary
• Open tasks for relevant opportunity
• Open cases for relevant account

I’m hoping these sections can be modified based on an organization’s custom fields – but we can check back on that in April when this feature becomes available.

Microsoft Outlook Experiences

There are two features in the Outlook section:

• Integrate Copilot for Sales with Outlook email drafts: Preview April 2024 / General availability April 2024.
• Integrate Copilot for Sales with Outlook email summaries: Preview April 2024 / General availability April 2024.

Both updates use AI and Copilot to deepen the integration inside of Outlook.

Microsoft Teams Experiences

There are four features in the Sale Copilot release notes under the Microsoft Teams section. Here is the full list of features coming soon to Teams and Sales Copilot:

The focus of these new features is to continue enhancing sales processes by delivering AI-powered assistance in the Copilot to improve customer interactions, decrease data entry and facility efficient sales collaboration directly within Teams.

The post Copilot for Sales Updates Coming in 2024 Release Wave 1 appeared first on Dynamics Communities.