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.
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
- 08 Jul 2026 23:10 UTC
- First archived
- 25 Aug 2026
- Release rings
- General Availability, Preview
- Clouds
- Worldwide (Standard Multi-Tenant)