check before: 2025-08-01
Product:
Copilot, Outlook, Power Platform
Platform:
Online, World tenant
Status:
Change type:
New feature
Links:
Details:
We are announcing the ability to use the Lead Manager and Customer Brief templates in Microsoft Copilot Studio. This feature will reach general availability on August 1, 2025.
Change Category:
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Scope:
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Release Phase:
Created:
2025-07-03
updated:
2025-07-03
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**
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Direct effects for Operations**
Integration Issues
If the Lead Manager and Customer Brief templates are implemented without proper preparation, there may be integration issues with existing systems like Salesforce and Outlook, leading to data inconsistencies and workflow disruptions.
- roles: Sales Team, IT Support
- references: https://www.forbes.com/sites/bernardmarr/2021/01/25/the-top-5-technology-trends-in-2021/?sh=5c1c1c4e7c4b, https://www.gartner.com/en/information-technology/insights/integration
User Adoption Challenges
Without adequate training and preparation, users may struggle to adopt the new templates, resulting in decreased productivity and frustration among team members.
- roles: Marketing Team, Customer Service Team
- references: https://www.mindtools.com/pages/article/newLDR_82.htm, https://www.forbes.com/sites/forbestechcouncil/2021/06/29/why-user-adoption-is-the-key-to-success-in-software-implementation/?sh=4c1e4c4e7c4b
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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Last updated 4 weeks ago ago
