RM567003 - Microsoft Copilot (Microsoft 365): Enrich Sales agent meeting prep with more data sources

Microsoft 365 Roadmap

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.

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

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.

GA date: March CY2027

Preview date: September CY2026