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

Dynamics 365 Sales: Copilot and AI innovation - Use Dynamics 365 Sales skills in Microsoft 365 Copilot Cowork is a Microsoft 365 roadmap item published via Microsoft Release Communications. Current status: Launched.

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

Wave 0 first: Security → GRC → Cost & Value → Licence → Adoption. Decide: adopt for a named cohort, defer, or reject. If adopting, update licence and adoption plans in the same week.

12 Panes: 03 Horizon · 08 Adoption

• Security: Assess exposure, Conditional Access, and agent/tool permissions.
• GRC: Update AI/agent register and evidence path; confirm DPIA triggers if personal data is in scope.
• FinOps: Forecast seat or credit impact; align to frozen value case.
• Adoption: Plan cohort messaging, clinics, and success measures.
• Comms: One story for board and staff — what changes, what does not, who owns risk.

• May improve productivity on a specific Microsoft 365 surface when permissions and data quality allow.
• Roadmap visibility helps Horizon planning without guessing dates.

• Status and dates change; treat MRC as directional, not a contract.
• Enabling without Steady controls can amplify overshare or cost leakage.

• MRC id: 576850
• Status: Launched
• Products: Microsoft Copilot (Microsoft 365), Dynamics 365 Sales
• GA / disclosure: June CY2026
• Preview: May CY2026
• Platforms: Web
• Cloud instances: Worldwide (Standard Multi-Tenant)
• moreInfoUrls: https://learn.microsoft.com/en-us/dynamics365/sales/use-copilot-cowork-sales-skills
• Open on Microsoft 365 Roadmap

Microsoft Release Communications / Microsoft 365 Roadmap (AI at Work). Content is subject to Microsoft API Terms of Use. Dates and status change; verify in the official roadmap before acting.