Microsoft 365 Copilot (Outlook): Summarize a long customer email thread before a call
Copilot in Outlook can summarize an email thread, with citations that link back to each message, to help a seller catch up on an account's history before a call or QBR.
How to do it
- Open the customer thread in Outlook
- Select Summary by Copilot at the top
- Click the citations to check key points before the meeting
Source
Source: Microsoft · https://support.microsoft.com/en-us/outlook/copilot-pages/summarize-an-email-thread-with-copilot-in-outlook · Checked Oct 24, 2026
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