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:
Details:
Summary:
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 mid-June 2024. Admins should enable the plugin for end-users to use the feature.
Details:
Updated April 25, 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 early June 2024 (previously mid-May) and expect to complete by mid-June 2024 (previously late May).
Change Category:
XXXXXXX ...
Scope:
XXXXXXX ...
Release Phase:
General Availability
Created:
2024-02-22
updated:
2024-04-26
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changes*
| Date | Property | old | new |
| 2024-04-26 | MC Last Updated | 03/20/2024 19:18:56 | 2024-04-26T01:39:45Z |
| 2024-04-26 | MC Messages | 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). | Updated April 25, 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 early June 2024 (previously mid-May) and expect to complete by mid-June 2024 (previously late May). |
| 2024-04-26 | MC End Time | 07/01/2024 09:00:00 | 2024-07-22T09:00:00Z |
| 2024-04-26 | MC Summary | 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. | 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 mid-June 2024. Admins should enable the plugin for end-users to use the feature. |
| 2024-03-21 | MC MessageTagNames | New feature, User impact, Admin impact | Updated message, New feature, User impact, Admin impact |
| 2024-03-21 | MC Summary | 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 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. |
| 2024-03-21 | MC Last Updated | 02/22/2024 01:01:21 | 2024-03-20T19:18:56Z |
| 2024-03-21 | MC Messages | 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 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). |
| 2024-03-21 | MC Title | Microsoft 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 |
| 2024-03-21 | MC End Time | 06/30/2024 09:00:00 | 2024-07-01T09:00:00Z |
*starting April 2022
Last updated 1 day ago
