Microsoft Copilot (Microsoft 365): Add custom insights to record summaries in Sales agent
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. Product Release phase Preview Release date March CY2027Preview date: September CY2026 Platform Web Cloud Instance Worldwide (Standard Multi-Tenant) Created 2026-07-08 23:10:57Z Roadmap ID 567002 Roadmap Link https://www.microsoft.com/microsoft-365/roadmap?id=567002
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