MC947134 – Copilot for Sales – Extend email drafts with file links from third-party systems (archived)

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check before: 2024-12-17

Product:

Copilot

Platform:

Online, World tenant

Status:

Change type:

New feature

Links:

Details:

We are announcing the Extend email drafts with file links from third-party systems feature for Copilot for Sales. This feature allows you to add content and links from external, third-party systems to emails. This feature will reach general availability on December 17, 2024.

Change Category:
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Scope:
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Release Phase:

Created:
2024-12-03

updated:
2024-12-03

Task Type

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Docu to Check

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MS How does it affect me

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MS Urgency

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MS workload name

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summary for non-techies**

The new "Extend email drafts with file links from third-party systems" feature in Copilot for Sales uses a connector-based plug-in to automatically suggest and attach relevant documents from various systems to your email drafts, streamlining the process and becoming available on December 17, 2024.

Direct effects for Operations**

Integration Issues
If the integration with third-party systems is not properly configured, users may experience broken links or missing files in email drafts, leading to confusion and inefficiency.
   - roles: Sales Representatives, IT Administrators
   - references: https://www.forbes.com/sites/bernardmarr/2021/01/25/the-top-5-technology-trends-in-2021/?sh=5c1c1c4e1c3b, https://www.gartner.com/en/information-technology/insights/integration

User Experience Degradation
Without proper preparation, users may face a steep learning curve and frustration when trying to utilize the new feature, impacting their productivity and satisfaction.
   - roles: Sales Representatives, Customer Support Agents
   - references: https://www.nngroup.com/articles/user-experience/, https://www.smashingmagazine.com/2018/01/ux-design-process/

Configutation Options**

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explanation for non-techies**

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** AI generated content. This information must be reviewed before use.

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