RM567002 - Microsoft Copilot (Microsoft 365): Add custom insights to record summaries in Sales agent

Microsoft 365 Roadmap

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.

Published

Jul 8, 2026

Status

In development

Release

General Availability
Preview

Platforms

Web

Service

Microsoft Copilot (Microsoft 365)

Tag

In development
General Availability
Preview
Worldwide (Standard Multi-Tenant)

Cloud

Worldwide (Standard Multi-Tenant)

Description

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.

GA date: March CY2027

Preview date: September CY2026