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

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.

Added to roadmap: 8 jul 2026 | Last modified: 28 sep 2026

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