Microsoft Copilot (Microsoft 365): Engage prospects faster with Sales Agent-enriched leads

Summary

To reach their sales goals, sales teams need to constantly generate enough pipeline. They need to decide which inbound leads to engage. This decision takes a lot of time because sellers must sift through large amounts of data across tools and data sources. This data includes information from internal systems like their CRM and external resources like the web and third-party data services. Sales Agent handles the work of reviewing every available data source to create a comprehensive summary for each lead. As a seller, you can quickly decide whether to engage with a prospect or pass on them. Sales Agent reviews every lead in your queue and gathers information. It synthesizes insights that are specific to your business. At a glance, you can see if a lead is worth reaching out to and what they're interested in. Use this information to personalize your engagement with the prospect. With Sales Agent, you spend less time and get higher response rates, leading to a larger, more qualified pipeline.

Status
In development
General availability target
Sep 2026
Preview target
Jun 2025
Products
Microsoft Copilot (Microsoft 365)
Clouds
Worldwide (Standard Multi-Tenant)
Release phases
General Availability, Preview
Platforms
Web
Added to the roadmap
8 Jul 2026
Last changed
8 Jul 2026 · 3mo ago
recently changed
ChangeIntel is an independent tool and is not affiliated with or endorsed by Microsoft. Microsoft, Windows, Microsoft 365, Azure, and related names are trademarks of the Microsoft group of companies. Data comes from public sources listed on Sources; every item links to its original page. Dates and statuses can change after they are read. Built by Evotec. This is the public demo. It can also run on your own server, with your Microsoft 365 tenant and device data kept inside your network; Evotec can help you deploy and extend it.