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
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.