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Sales in Microsoft 365 Copilot - Engage customers across multiple channels (web, voice, SMS & email)

  • User
  • Admin
  • Copilot License

Summary AI-generated

Microsoft 365 Copilot Sales will add customer engagement across web, voice, SMS, and email channels, with multi-channel playbooks and channel-specific management, GA August 3, 2026.

Written by Azure OpenAI (gpt-4.1) from the text of the post below. It can be incomplete or wrong; the original post is authoritative.

Original post from Microsoft

We are announcing the ability to engage customers across multiple channels (web, voice, SMS & email) in Sales in Microsoft 365 Copilot. This feature will reach general availability on August 3, 2026.

How does this affect me?
This feature provides a multi-channel outreach capability, spanning web chat, voice, SMS, and email, to meet customers in the channel they naturally prefer.

Key functionality of this feature includes:
  • Configuration of multi-channel playbooks to reach customers across different channels to optimize response rates.
  • Channel specific guidelines that can be established to ensure channel specific tone, brevity and best practices are adhered to.
  • Channel level consent management.
  • Automatic logging of channel interactions to CRM.
  • Cross channel engagement context to ensure consistent customer experience across customer touchpoints.
What action do I need to take?
This message is for awareness, and no action is required.