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MC718263 – (Updated) Microsoft Copilot for Microsoft 365: Copilot for Sales plugin in Microsoft Teams meetings

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check before: 2024-03-07

Product:

Copilot, Microsoft 365 Copilot, Teams

Platform:

Mac, US Instances, Windows Desktop, World tenant

Status:

In development

Change type:

Admin impact, New feature, Updated message, User impact

Links:

373655

Details:

Microsoft Copilot for Microsoft 365: Copilot for Sales plugin in Microsoft Teams meetings. Admins can enable the Copilot for Sales plugin in Microsoft Teams meetings, which allows Copilot for Microsoft 365 to access Microsoft Dynamics 365 Sales data to retrieve sales information and brand information for the account mentioned. The plugin will be available for eligible end-users in late May 2024. Admins should enable the plugin for end-users to use the feature.
Updated March 20, 2024: We have updated the rollout timeline below. Thank you for your patience.
In Microsoft Teams meetings, admins can enable the Copilot for Sales plugin in the Preview menu. All plugins are toggled off by default, and users can toggle them on from the plugin menu. When the Copilot for Sales plugin is set to on, Copilot for Microsoft 365 in Microsoft Teams meetings will be able to access Microsoft Dynamics 365 Sales data to get a summary of the sales information for the meeting based on the transcript as well as retrieve brand information for the account from Dynamics 365 Sales if the account name was mentioned.
This message is associated with Microsoft 365 Roadmap ID 373655
[When this will happen:]
Preview Release: We will begin rolling out to all users who have Copilot for Microsoft 365 and a Copilot for Sales license enabled in mid-May 2024 (previously early April) and expect to complete by late May 2024 (previously late April).

Change Category:
XXXXXXX ...

Scope:
XXXXXXX ...

Release Phase:
General Availability

Created:
2024-02-22

updated:
2024-03-21

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changes*

DatePropertyoldnew
2024-03-21MC MessageTagNamesNew feature, User impact, Admin impactUpdated message, New feature, User impact, Admin impact
2024-03-21MC SummaryMicrosoft Copilot for Microsoft 365: Copilot for Sales plugin in Microsoft Teams meetings. Admins can enable the Copilot for Sales plugin in Microsoft Teams meetings, which allows Copilot for Microsoft 365 to access Microsoft Dynamics 365 Sales data to retrieve sales information and brand information for the account mentioned. The plugin will be available for eligible end-users in early April 2024. Admins should enable the plugin for end-users to use the feature.Microsoft Copilot for Microsoft 365: Copilot for Sales plugin in Microsoft Teams meetings. Admins can enable the Copilot for Sales plugin in Microsoft Teams meetings, which allows Copilot for Microsoft 365 to access Microsoft Dynamics 365 Sales data to retrieve sales information and brand information for the account mentioned. The plugin will be available for eligible end-users in late May 2024. Admins should enable the plugin for end-users to use the feature.
2024-03-21MC Last Updated02/22/2024 01:01:212024-03-20T19:18:56Z
2024-03-21MC MessagesIn Microsoft Teams meetings, admins can enable the Copilot for Sales plugin in the Preview menu. All plugins are toggled off by default, and users can toggle them on from the plugin menu. When the Copilot for Sales plugin is set to on, Copilot for Microsoft 365 in Microsoft Teams meetings will be able to access Microsoft Dynamics 365 Sales data to get a summary of the sales information for the meeting based on the transcript as well as retrieve brand information for the account from Dynamics 365 Sales if the account name was mentioned.
This message is associated with Microsoft 365 Roadmap ID 373655
[When this will happen:]
Preview Release: We will begin rolling out to all users who have Copilot for Microsoft 365 and a Copilot for Sales license enabled in early April 2024 and expect to complete by late April 2024.
Updated March 20, 2024: We have updated the rollout timeline below. Thank you for your patience.
In Microsoft Teams meetings, admins can enable the Copilot for Sales plugin in the Preview menu. All plugins are toggled off by default, and users can toggle them on from the plugin menu. When the Copilot for Sales plugin is set to on, Copilot for Microsoft 365 in Microsoft Teams meetings will be able to access Microsoft Dynamics 365 Sales data to get a summary of the sales information for the meeting based on the transcript as well as retrieve brand information for the account from Dynamics 365 Sales if the account name was mentioned.
This message is associated with Microsoft 365 Roadmap ID 373655
[When this will happen:]
Preview Release: We will begin rolling out to all users who have Copilot for Microsoft 365 and a Copilot for Sales license enabled in mid-May 2024 (previously early April) and expect to complete by late May 2024 (previously late April).
2024-03-21MC TitleMicrosoft Copilot for Microsoft 365: Copilot for Sales plugin in Microsoft Teams meetings(Updated) Microsoft Copilot for Microsoft 365: Copilot for Sales plugin in Microsoft Teams meetings
2024-03-21MC End Time06/30/2024 09:00:002024-07-01T09:00:00Z

*starting April 2022

Last updated 3 weeks ago

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