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)

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.

View on microsoft.com