PreviewMicrosoft Copilot (Microsoft 365) · Microsoft Sales
Microsoft Copilot (Microsoft 365): Enrich Sales agent meeting prep with more data sources
Microsoft Copilot is gaining the ability to surface additional data sources (including service tickets) during sales agent meeting preparation. This enriches pre-meeting context without requiring admin configuration at this stage.
Key dates
- — preview (Feature currently in development; general availability date not yet announced)
Microsoft's description
Walking into a customer meeting with incomplete context can mean missed risks, overlooked issues, and conversations that fall flat. With access to richer data, like service tickets, directly in your meeting prep, you can spot open issues and opportunities before the conversation starts. This insight helps you engage more meaningfully, build stronger relationships, and drive better sales outcomes.