Microsoft Copilot for Microsoft 365: Copilot for Sales plugin in Microsoft Teams meetings

Updated March 20, 2024: We have updated the rollout timeline below. Thank you for your patience.

In Microsoft Teams meetings, admins can enable the Copilot for Sales plugin in the Preview menu. All plugins are toggled off by default, and users can toggle them on from the plugin menu. When the Copilot for Sales plugin is set to on, Copilot for Microsoft 365 in Microsoft Teams meetings will be able to access Microsoft Dynamics 365 Sales data to get a summary of the sales information for the meeting based on the transcript as well as retrieve brand information for the account from Dynamics 365 Sales if the account name was mentioned.

This message is associated with Microsoft 365 Roadmap ID 373655

When this will happen:

Preview Release: We will begin rolling out to all users who have Copilot for Microsoft 365 and a Copilot for Sales license enabled in mid-May 2024 (previously early April) and expect to complete by late May 2024 (previously late April).

How this will affect your organization:

There is no change to the admin process to enable the Copilot for Sales plugin.

The eligible end-users of the Copilot for Sales plugin will now be able to use Copilot for Microsoft 365 in Microsoft Teams meetings to get information about sales opportunities, brands, and competitors.

Additionally, Copilot for Microsoft 365 in Microsoft Teams meetings will also suggest real-time tips related to brands and competitors from Copilot for Sales at opportune moments. These real-time tips will be supplied by Copilot for Sales based on real-time intelligence in the meeting transcript. 

What you need to do to prepare:

Admins should enable the Copilot for Sales plugin so that end-users can enjoy the benefits of this feature.