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Dynamics 365 Sales - Get embedded experience for Copilot summaries

Microsoft 365 Message Center Archive by Merill Fernando · Microsoft may not have sent this notice to your tenant.
Dynamics 365 Apps
Microsoft 365 admin center

Rollout

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What the notice says

Microsoft’s text, with source markup removed
We are announcing an embedded experience for Copilot summaries in Dynamics 365 Sales. This feature will reach general availability on September 26, 2025. How does this affect me? This feature enables an in-form banner experience for the Opportunity, Lead, and Account forms that brings key information to the top of the record, eliminating the need to open a Copilot side pane. What action do I need to take? This message is for awareness and no action is required. If you would like more information on this feature, please check out the release note Get embedded experience for Copilot summaries.

What changed

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The archive supplies one version of this notice.

Linked documentation

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No related evidence found in this installation's recent collection. This does not establish that no announcement exists.

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What this page cannot tell you
  • Whether your tenant is affected: this is Microsoft's notice, not a check of your settings.
ChangeIntel

An IT change radar: releases, security, known issues, retirements, documentation changes, and service status from public sources. Every item links to supporting evidence; dates and statuses can change after they are read.

Sources read 27 Oct 06:40 UTC · 268 of 272 readable · 267 fully read · documentation 469/469 current

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