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Improve productivity by using Copilot in Dynamics 365

Enabled for Public preview Early access General availability
Users, automatically - - Apr 1, 2024

Business value

Copilot in Dynamics 365 Sales is an AI assistant for sellers who want to leverage insights and streamlined workflows to effectively manage their sales activities, nurture customer relationships, and achieve sales success. With this feature, sellers can use Copilot to access sales skills for improving their productivity.

Feature details

As a seller, you can instruct Copilot to:

  • Summarize lead and opportunity records.
  • List recent changes to lead and opportunity records.
  • Prepare you for a meeting.
  • Provide email assistance.
  • Get the latest news about a customer.

For more information, see Copilot overview.

While all customers can access this feature, this release automatically activates it for organizations that have provided consent for data movement and for organizations that don't require consent. For information about whether your organization needs consent, see How data movement across regions works.

Administrators can disable it through the settings page.

There are no changes for North America (NAM) customers.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Copilot in Dynamics 365 Sales overview (docs)