<p>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. UPDATE: This roadmap item is no longer accurate and will be removed from the roadmap. We apologize for any inconvenience.</p>
Roadmap › 567002
Microsoft Copilot (Microsoft 365): Add custom insights to record summaries in Sales agent
- General availability
- 2027-03
- Preview
- 2026-09
- Added
- 08 Jul 2026
- Last modified
- 28 Sep 2026 22:58 UTC
- First archived
- 25 Aug 2026
- Release rings
- General Availability, Preview
- Clouds
- Worldwide (Standard Multi-Tenant)
Description
© Microsoft — from the Microsoft 365 Roadmap · View on microsoft.com · Content notice