Note
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Access to this page requires authorization. You can try changing directories.
[This article is prerelease documentation and is subject to change.]
Important
- This is a preview feature.
- Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.
The Opportunity insights card provides you with a consolidated view of opportunity-related meetings, highlighting risks and upcoming actions to help you stay updated without leaving Outlook. The card offers a detailed perspective on the opportunity by analyzing all related meetings, helping you understand potential risks and progress. For an opportunity, Copilot for Sales provides AI-generated insights to indicate how the opportunity is evolving.
When working on opportunities, you often juggle multiple activities, making it challenging to keep track of key insights from each interaction. The Opportunity insights card brings together all these events and surfaces opportunity-level insights directly within Outlook. If you've access to an opportunity in CRM, you can see insights from all relevant meetings, even those you did not attend. This helps you stay updated and informed without leaving your workflow.
Note
- The Opportunity insights card is displayed only when the email is connected to an opportunity. Once the opportunity is connected, the card displays insights from all relevant meetings.
- Meetings don't necessarily have to be saved to an opportunity for it to show up in the Opportunity insights card. The opportunity is identified based on the meeting content and contacts.
Prerequisites
- Meeting must be saved to an opportunity.
- Meeting insights must be turned on in Access settings.
Access the Opportunity insights card
In Outlook, open an email or a meeting.
Go to the Opportunity insights card.
Select See all risks and insights for this opportunity to view detailed information.
