Microsoft Copilot (Microsoft 365): Use Dataverse Business Skills in Sales Agent Beta
Data as of 1 hour ago (26 October 2026)
Description
Business Skills are natural language instructions authored and stored in Microsoft Dataverse that teach Sales Agent how work gets done within a specific organization. Business Skills enable organizations to create natural language instructions for Sales Agent to follow, which represent their business processes, policies, and business knowledge. Business skills can represent common sales workflows such as lead qualification, pipeline reviews, account planning, opportunity scoring, account brief creation, or organization-specific sales methodologies. Sales Agent uses the instructions in Business Skills to deliver responses that align with the customer's business processes and guidance. Sellers can interact with Sales agent using natural language and receive responses that are guided by their organization's Business Skills, following admin defined sales processes, applying company specific guidance, and surface insights that reflect how the organization operations. Administrators enable the required Dataverse capabilities, create and manage Business skills within Dataverse, and control Business skill access. Business skills can be authored using natural language instructions and associated with the organization's CRM environment.
Change history
Added to the roadmap 2 October 2026. Tracked here since 3 October 2026. Earliest target we recorded: November 2026 (since tracked — Microsoft may have moved it before we started watching).
Nothing has changed on this item since tracking began on 3 October 2026. Changes appear here as Microsoft updates the feed.