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Microsoft Copilot (Microsoft 365): Add custom insights to record summaries in Sales agent

Roadmap ID
567002
View in M365 Roadmap
Product
Microsoft Copilot (Microsoft 365)
Published
July 8, 2026
Status
In development
Cloud Instance
Worldwide (Standard Multi-Tenant)
Release Phase
General AvailabilityPreview
Platform
Web
Expected Release
March 2027

Description

Sales agent gives you strong CRM-based account and opportunity summaries, but important context is often spread across non-CRM systems. With this capability, you can add insights from any application to enrich account and opportunity summaries in Sales agent, so sellers get a unified view of their accounts and deals in one place without switching applications.

Change History

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No change history available

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