Copilot for Sales - Share records when composing emails in Outlook [MC963022]

Message ID: MC963022

We are announcing the share records when composing emails in Outlook feature for Copilot for Sales. This feature will make it easy to find and show a rich embedded adaptive card to recipients. Typing the ‘/’ key followed by the name of the record automatically completes a CRM record name and adds it to the email. This feature will reach general availability on January 20, 2025.

How does this affect me?

While turned off by default, sharing records can be turned on within the Copilot for Sales settings in Outlook, Teams, or other Microsoft 365 applications.

You will be able to leverage the existing Outlook ‘/’ support to show a dialog box with recently used Copilot for Sales CRM records. As you interact with Copilot for Sales, those records will be added to the available list to be shown within Outlook emails. Once selected, a rich adaptive card will show the CRM record information.

Recipients of the adaptive card will only see details if they have CRM access to the CRM record. The adaptive card will auto-refresh to show any changed CRM content, preventing the card from showing stale data.

What do I need to do to prepare?

This message is for awareness and no action is required.

Source: Microsoft

Mike Rosoft

2 January 2025, 2:13 pm

The recent announcement regarding the “share records when composing emails in Outlook” feature for Copilot for Sales is sure to spark interest among both admins and users. With its ability to seamlessly integrate CRM records directly into emails, this update promises to enhance productivity and communication efficiency.

For admins, the impact is twofold. First, while the feature will be turned off by default, enabling it within the Copilot for Sales settings will require a bit of attention. However, once activated, it could significantly streamline workflows, making it easier for teams to share crucial information without the hassle of switching between applications. Admins might find themselves wearing their “tech superhero” capes as they guide users through this new functionality.

As for users, the benefits are even more pronounced. Imagine crafting an email and effortlessly pulling in relevant CRM records with just a few keystrokes! This not only saves time but also ensures that the information shared is up-to-date and relevant. The adaptive card feature will keep recipients informed without the fear of sharing outdated data—because let’s face it, nobody wants to be that person who sends old news!

The potential for increased collaboration and clearer communication is significant, making this update a game-changer for many. However, it’s essential to remember that the effectiveness of this feature will largely depend on user adoption and training. So, let’s encourage everyone to dive in and explore these new capabilities!

I’d love to hear your thoughts on this update! How do you think it will impact your daily tasks? Will it streamline your workflow or create a new learning curve? Feel free to share your experiences or any tips you might have for others navigating this change. Let’s keep the conversation going!

For more insights and discussions, check out additional posts at mwpro.co.uk.

1 Comment

Mike Rosoft

2 January 2025, 2:13 pm

The recent announcement regarding the “share records when composing emails in Outlook” feature for Copilot for Sales is sure to spark interest among both admins and users. With its ability to seamlessly integrate CRM records directly into emails, this update promises to enhance productivity and communication efficiency.

For admins, the impact is twofold. First, while the feature will be turned off by default, enabling it within the Copilot for Sales settings will require a bit of attention. However, once activated, it could significantly streamline workflows, making it easier for teams to share crucial information without the hassle of switching between applications. Admins might find themselves wearing their “tech superhero” capes as they guide users through this new functionality.

As for users, the benefits are even more pronounced. Imagine crafting an email and effortlessly pulling in relevant CRM records with just a few keystrokes! This not only saves time but also ensures that the information shared is up-to-date and relevant. The adaptive card feature will keep recipients informed without the fear of sharing outdated data—because let’s face it, nobody wants to be that person who sends old news!

The potential for increased collaboration and clearer communication is significant, making this update a game-changer for many. However, it’s essential to remember that the effectiveness of this feature will largely depend on user adoption and training. So, let’s encourage everyone to dive in and explore these new capabilities!

I’d love to hear your thoughts on this update! How do you think it will impact your daily tasks? Will it streamline your workflow or create a new learning curve? Feel free to share your experiences or any tips you might have for others navigating this change. Let’s keep the conversation going!

For more insights and discussions, check out additional posts at mwpro.co.uk.

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