MC1066727 – Microsoft 365 Copilot for Sales – Include account and opportunity information in AI-generated email drafts

Outlook logo

check before: 2025-06-02

Product:

Copilot, Microsoft 365 Copilot, Outlook

Platform:

Online, World tenant

Status:

Change type:

New feature

Links:

Details:

We are announcing the ability to include account and opportunity information in AI-generated email drafts for Microsoft 365 Copilot for Sales. This feature will begin releasing on June 2, 2025, and reach general availability on June 9, 2025.

Change Category:
XXXXXXX ... free basic plan only

Scope:
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Release Phase:

Created:
2025-05-03

updated:
2025-05-03

Task Type

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Docu to Check

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MS How does it affect me

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MS Preperations

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MS Urgency

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MS workload name

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summary for non-techies**

Microsoft 365 Copilot for Sales is introducing a feature that integrates account and opportunity information into AI-generated email drafts, available in Outlook and the side panel, starting rollout on June 2, 2025, and generally available by June 9, 2025.

Direct effects for Operations**

Data Privacy Concerns
Including account and opportunity information in AI-generated emails may lead to unintentional data exposure if sensitive information is not properly managed or if emails are sent to unintended recipients.
   - roles: Sales Representatives, Data Protection Officers
   - references: https://www.csoonline.com/article/3531230/data-privacy-concerns-in-ai-generated-content.html, https://www.forbes.com/sites/bernardmarr/2021/05/10/the-importance-of-data-privacy-in-ai/?sh=5c1b1c5e1b1c

User Experience Disruption
If the feature is implemented without adequate training or preparation, users may struggle to effectively utilize the new functionality, leading to frustration and decreased productivity.
   - roles: Sales Representatives, IT Support Staff
   - references: https://www.forbes.com/sites/bernardmarr/2021/05/10/the-importance-of-user-experience-in-software-development/?sh=5c1b1c5e1b1c, https://www.nngroup.com/articles/ux-importance/

Configutation Options**

XXXXXXX ... paid membership only

explanation for non-techies**

XXXXXXX ... free basic plan only

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

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Last updated 1 week ago

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