MC1182085 – Microsoft 365 Copilot for Sales – Track key moments and insights in Outlook side pane (archived)

Outlook logo

check before: 2025-12-01

Product:

Copilot, Microsoft 365 Copilot, Outlook, Power Platform

Platform:

Online, World tenant

Status:

Change type:

New feature

Links:

Details:

We are announcing the ability to track key moments and insights in the Outlook side pane in Microsoft 365 Copilot for Sales. This feature will reach general availability on December 1, 2025.

Change Category:
XXXXXXX ... free basic plan only

Scope:
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Release Phase:

Created:
2025-11-01

updated:
2025-11-01

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**

Data Privacy Concerns
The introduction of AI-generated summaries may lead to unintentional exposure of sensitive information if not properly managed, as the system aggregates data from multiple sources.
   - roles: Sales Representatives, Data Protection Officers
   - references: https://www.forbes.com/sites/bernardmarr/2021/05/10/the-importance-of-data-privacy-in-the-age-of-ai/?sh=4c1e4c1e7c3b, https://www.csoonline.com/article/3531234/data-privacy-in-the-age-of-ai-what-you-need-to-know.html

User Adoption Challenges
Users may struggle to adapt to the new feature without adequate training, leading to decreased productivity and frustration.
   - roles: Sales Representatives, IT Support Staff
   - references: https://www.gartner.com/en/information-technology/insights/user-adoption, https://www.forbes.com/sites/forbestechcouncil/2021/06/29/why-user-adoption-is-the-key-to-success-in-technology-implementation/?sh=4c1e4c1e7c3b

Configutation Options**

XXXXXXX ... paid membership only

Data Protection**

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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 5 days ago ago

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