Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Jun 30, 2025 |
Business value
Stop spending hours consolidating data before meetings. Copilot for Sales now delivers automated insights directly in Teams. With a pre-meeting preparation card, stay informed about key opportunities, past interactions, and strategic insights such as action items and key risks. With this information, you enter every customer conversation fully prepared. This feature leads to more productive meetings, better engagement, and a stronger sales pipeline.
Feature details
Copilot for Sales makes meeting preparation easier by giving you AI-generated insights in a pre-meeting preparation card. You get this card through the Copilot for Sales bot or chat in Teams. The preparation card includes:
- Meeting essentials: Key details like the title, time, participant acceptance status, and agenda.
- Matched opportunity and account: Relevant CRM records and key attributes of the opportunity from CRM.
- Recent communications: Summarized insights from past customer interactions for the matched opportunity.
- Strategic insights: Key risks, follow-up actions, and crucial discussion points from previous interactions.
With this feature, you can focus on building relationships and closing deals instead of searching through meeting notes, CRM records, and information from peer sellers.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
Additional resources
Meeting preparation card (docs)