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M365 Archive

RM574105 - Microsoft Copilot (Microsoft 365): Integrate the Sales Development agent with Salesforce

Microsoft 365 Roadmap

Summary

Sales Development Agent now integrates with Salesforce, enabling organizations to use SDA with their existing Salesforce CRM. SDA can access leads, manage prospect records, log sales activities, and keep engagement actions—including qualification, disqualification, and ownership changes—connected to the CRM workflow. The integration uses Microsoft’s Salesforce Model Context Protocol (MCP) server to connect SDA with Salesforce.

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Roadmap ID

574105

View in M365 Roadmap

Published

Oct 12, 2026

Status

Rolling out

Release

Current Channel

Platforms

Web

Service

Microsoft Copilot (Microsoft 365)

Tag

Rolling out
Current Channel
Worldwide (Standard Multi-Tenant)

Cloud

Worldwide (Standard Multi-Tenant)

Description

Sales Development Agent now integrates with Salesforce, enabling organizations to use SDA with their existing Salesforce CRM. SDA can access leads, manage prospect records, log sales activities, and keep engagement actions—including qualification, disqualification, and ownership changes—connected to the CRM workflow. The integration uses Microsoft’s Salesforce Model Context Protocol (MCP) server to connect SDA with Salesforce.

GA date: October CY2026

Discussion

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