Microsoft 365 Copilot for Sales – Include account and opportunity information in AI-generated email drafts

Originally posted by Microsoft May 5, 2025 Uncategorized 0 Comments

We are announcing the ability to include account and opportunity information in AI-generated email drafts for Microsoft 365 Copilot for Sales. This feature will begin releasing on June 2, 2025, and reach general availability on June 9, 2025.

How does this affect me?

With this feature, out-of-the-box fields on Account and Opportunity entities can now be included in email drafts. After an email is saved to a CRM record, this feature will be available for email drafts on Outlook canvas and email drafts in the Outlook side panel.

What do I need to do to prepare?

This message is for awareness and no action is required.

Message ID: MC1066727

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Joao Ferreira

I've been working with Microsoft Technologies over the last ten years, mainly focused on creating collaboration and productivity solutions that drive the adoption of Microsoft Modern Workplace.

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