Roadmap › 574105

Microsoft Copilot (Microsoft 365): Integrate the Sales Development agent with Salesforce

General availability
2026-10
Preview
—
Added
12 Oct 2026
Last modified
12 Oct 2026 23:01 UTC
First archived
13 Oct 2026
Release rings
Current Channel
Clouds
Worldwide (Standard Multi-Tenant)

Description

<p><strong>Sales Development Agent now integrates with Salesforce, enabling organizations to use SDA with their existing Salesforce CRM.</strong> SDA can access leads, manage prospect records, log sales activities, and keep engagement actions—including qualification, disqualification, and ownership changes—connected to the CRM workflow. The integration uses Microsoft’s Salesforce Model Context Protocol (MCP) server to connect SDA with Salesforce.</p>

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