Include account and opportunity info in AI-generated emails

Enabled for	Public preview	General availability
Users, automatically	-	Jun 23, 2025

Business value

As a seller, you can now include account and opportunity record details from the CRM in Copilot for Sales AI-generated email drafts. You can add these details to both suggested replies and custom-prompted responses. This feature eliminates the need to manually search for and copy CRM data. It saves time and improves accuracy in customer communications.

Feature details

Copilot for Sales uses AI to help you create email drafts. Previously, the drafts didn't include references to CRM records, so you needed to add that information yourself.
With this feature, you can include CRM data, like account or opportunity details, in AI-generated email drafts based on your prompt. When the prompt or email content clearly states your intent, Copilot for Sales adds relevant CRM information to the email. This information appears when you save the email to a CRM record. The feature enriches your draft with valuable context and saves you time.

You don't need to turn on this feature. To start using it, add instructions in the custom prompt for generating an email draft. You can include any of the available Account or Opportunity record fields.

This feature supports:

• Available fields on Account and Opportunity records that you can include in email drafts. Custom fields aren't supported yet.
• This feature works for both email drafts on the Outlook canvas and email drafts in the Outlook side panel.
• You must save the email to an account or opportunity first.

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

Draft an email message using sales information with Copilot in Outlook (docs)