We’re excited to share some updates with you about what’s been happening with Copilot for Sales in December and January, along with some insights into what’s already come in February. These changes aim to further elevate your sales strategy.
Outlook
Support for Lead Entity in the Side Pane Experience
The first update concerns the support for lead entity in the side pane experience. Since December, Copilot for Sales release has been empowering sellers by providing a seamless experience for viewing, editing, and associating emails and meetings with lead records.
Prior to these updates, sellers faced the challenge of not being able to add a lead in the CRM when receiving an email. This new feature not only addresses that limitation but also adds significant value to the overall user experience.
Even though the update is already generally available, to access it, you need to request activation by simply filling out the form on the Microsoft website and reviewing the requirements and configuration outlined in the documentation.
Moreover, with the support of the lead entity, sellers gain the ability to distinguish between multiple lead matches. This enhanced functionality ensures that leads related to accounts and other entities are easily accessible to sellers, providing a more comprehensive and efficient user experience.
Sales Copilot Outlook – Merge Cards
To continually enhance the seller’s experience, improvements have recently been implemented by consolidating the experience via the following:
- Merge email summary and email draft into one key info card.
- The output is built from the current email summary experience (including BANT, CRM highlights, and explanations).
- Support email summary actions under a ‘more’ menu.
- Support email draft current prompts under the split menu.
These enhancements streamline the user interface and provide a more unified and user-friendly experience for sellers.
Teams
For Sales Copilot users using Dynamics 365 as their CRM, MS Team is supercharging the Teams experience.
Adaptive Cards in Teams
It’s time to say goodbye to the hassle of signing into Sales Copilot every time you want to load the adaptive card. As long as you have the right permissions, record cards and opportunity summary cards will load seamlessly in Teams conversations and deal rules – with no sign-in step required.
Adaptive cards are all about collaboration – which is most effective when everyone is on the same page.
With this enhancement, you will see exactly what a sender intended, whether you are signed in or not, and even if you are signed into a different environment. For sharing records in Teams conversations, you can always use the Sales Copilot app from the message extensions or simply type “at Sales Copilot” to engage the Sales Copilot bot.
Sales Copilot Automatically Added to Meetings
With the second improvement, Teams meetings are on the next level already. Until now, Sales Copilot would only join the meetings automatically if they were created from Outlook with at least one connected contact.
But the feedback has been heard, and MS Team is smashing through those barriers. With the latest release, no matter where you create your meeting, be it Outlook, Teams, or even a custom app built on Power Platform – Sales Copilot will be there.
With Sales Copilot in Teams meetings, you benefit from the meeting summaries after the call, follow-up items for creating tasks in your CRM, and even viewing and updating CRM records during the call.
Just remember: you still need at least one external participant for Sales Copilot to make its grand entrance automatically. Otherwise, if the meeting is only internal, you can always add the Sales Copilot app manually.