MC1144603 – Microsoft 365 Copilot for Sales – Access Copilot for Sales from Outlook mobile (archived)

Product:

Copilot, Microsoft 365 Apps, Microsoft 365 Copilot, Outlook

Platform:

mobile, Online, World tenant

Status:

Change type:

New feature

Links:

Details:

Update: Release of this feature has been updated. We are announcing the ability to access Microsoft 365 Copilot for Sales from the Microsoft Outlook mobile app. This feature will reach general availability on December 31, 2025.

Change Category:
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Scope:
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Release Phase:

Created:
2025-08-30

updated:
2025-09-11

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**

User Experience Degradation
Without proper preparation, users may experience confusion or frustration due to the sudden introduction of new features in the Outlook mobile app, leading to decreased productivity.
   - roles: Sales Representatives, Customer Support Agents
   - references: https://www.forbes.com/sites/bernardmarr/2023/01/30/the-impact-of-ai-on-business-and-the-future-of-work/, https://www.microsoft.com/en-us/microsoft-365/blog/2023/10/01/what-to-expect-from-microsoft-365-copilot-in-2024/

Integration Issues
The lack of preparation for integrating Copilot for Sales with existing CRM systems may lead to data inconsistencies and errors, impacting user trust and system reliability.
   - roles: IT Administrators, Sales Managers
   - references: https://www.zdnet.com/article/how-to-prepare-your-business-for-ai-integration/, https://www.techradar.com/news/the-impact-of-ai-on-crm-systems

Configutation Options**

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explanation for non-techies**

Microsoft is rolling out a new feature that allows users to access Microsoft 365 Copilot for Sales directly from the Outlook mobile app. This means that by the end of 2025, sales professionals will be able to use powerful AI tools on their phones, similar to how they use them on their computers.

Imagine you're a lawyer who uses a digital assistant to manage your calendar and emails. Now, think of Microsoft 365 Copilot as a supercharged assistant for salespeople. Just like how you might ask your assistant to draft a quick email or summarize a lengthy document, salespeople can use Copilot to generate email responses, summarize emails and sales opportunities, and keep track of their activities directly from their mobile devices.

For managers, this is akin to having a project management tool that automatically updates and organizes tasks for your team, but in this case, it's specifically designed for sales activities. It helps sales teams stay organized and efficient, even when they're on the go.

HR staff might relate to this feature as a way to streamline communication and record-keeping. Just as HR systems track employee interactions and updates, Copilot helps sales teams keep track of customer interactions and updates within their CRM (Customer Relationship Management) systems.

In practical terms, users will find the Copilot feature under the ellipsis menu in their Outlook mobile app emails. This allows them to perform tasks like creating and editing contacts or other CRM objects, ensuring that their customer data is always up-to-date and accessible, no matter where they are.

This update is designed to enhance productivity by making it easier for sales professionals to manage their work from their mobile devices, similar to how they would from their desktop applications. It's a step towards more integrated and seamless work experiences, allowing users to harness the power of AI in their everyday tasks.