Microsoft Copilot (Microsoft 365): Enrich Sales agent meeting prep with more data sources

Summary

Walking into a customer meeting with incomplete context can mean missed risks, overlooked issues, and conversations that fall flat. With access to richer data, like service tickets, directly in your meeting prep, you can spot open issues and opportunities before the conversation starts. This insight helps you engage more meaningfully, build stronger relationships, and drive better sales outcomes.

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
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