Microsoft 365 Roadmap
RM567002Microsoft Copilot (Microsoft 365): Add custom insights to record summaries in Sales agent
Summary
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.