Roadmap ID 567002
In development
Microsoft Copilot (Microsoft 365): Add custom insights to record summaries in Sales agent
Summary
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.
- Status
- In development
- General availability target
- Mar 2027
- Preview target
- Sep 2026
- 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