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.

Affected: Microsoft Copilot (Microsoft 365)

Related changes

• Microsoft Copilot (Microsoft 365): Reference files saved in SharePoint libraries and OneDrive folders when creating a presentation with Agent Mode in PowerPoint · Agent
• Planner: Save AI-generated filters in Planner Agent chat · Agent
• Microsoft Copilot (Microsoft 365): Work IQ APIs - Endpoints: Declarative Agent Access · Agent
• Microsoft Copilot (Microsoft 365): Attach and reference an image when creating a presentation with Copilot in PowerPoint using Agent Mode. · Agent
• Microsoft Copilot (Microsoft 365): Reference an attached PowerPoint deck’s style when creating a new presentation with Agent Mode in PowerPoint · Agent
• Outlook: Copilot now provides concise summaries with Outlook search results · Summaries

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