Microsoft Copilot (Microsoft 365): Add custom insights to record summaries in Sales agent Beta
Data as of 2 hours ago (26 October 2026)
This item was no longer present in the roadmap feed as of 18 October 2026. Microsoft removes entries for several reasons — cancelled, merged into another entry, or reorganised — and the feed does not say which.
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. UPDATE: This roadmap item is no longer accurate and will be removed from the roadmap. We apologize for any inconvenience.
Change history
Added to the roadmap 8 July 2026. Tracked here since 1 September 2026. Earliest target we recorded: March 2027 (since tracked — Microsoft may have moved it before we started watching).
- 29 September 2026 Description description updated
- 29 September 2026 Status In development Cancelled