Dynamics 365 Sales: Copilot and AI innovation – Use Dynamics 365 Sales skills in Microsoft 365 Copilot Cowork

As an admin, you can control who can access Copilot Cowork in your organization. The Dynamics 365 Sales plugin is installed by default in Copilot Cowork and available to all users who have access to Cowork. As a seller, you can use the sales skills in Copilot Cowork to: Understand customer, opportunity, and pipeline context without manually gathering information from multiple systems. Identify changes, risks, engagement patterns, and areas that require attention. Prioritize work across customers, opportunities, leads, and pipeline activities. Generate recommendations and next-best actions based on available business context. Analyze business performance, pipeline health, and sales execution trends. Support decision-making across individual, team, and organizational sales workflows. Business Value: If you spend the day moving between CRM, email, meetings, calendars, and collaboration tools, Dynamics 365 Sales skills bring that context together in Microsoft 365 Copilot Cowork. By grounding Cowork in Dynamics 365 Sales data and Microsoft 365 signals, you get more relevant insights, recommendations, and actions in the flow of work. This helps you quickly understand customer relationships, opportunity health, pipeline changes, and next steps, so you spend less time gathering information and more time moving deals forward. By combining customer, opportunity, account, lead, activity, and pipeline information with emails, meetings, calendars, and collaboration signals, Cowork can help users understand what has changed, identify what requires attention, and determine appropriate next actions. Enabled for: Enabled for end users automatically More info: https://learn.microsoft.com/en-us/dynamics365/sales/use-copilot-cowork-sales-skills Product Release phase Preview Release date June CY2026Preview date: May CY2026 Platform Web Cloud Instance Worldwide (Standard Multi-Tenant) Created 2026-10-16 19:09:47Z Roadmap ID 576850 Roadmap Link https://www.microsoft.com/microsoft-365/roadmap?id=576850

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